Top Financial Searches

Your Retirement With Sam Duell

English - April 07, 2023 16:00 - 50 minutes - 46.3 MB
Business Education 401k 403b care invest medicare risk volatility adviser advisor bond Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: ESG Investing

Next Episode: Retirement Lessons from Hollywood

What are people searching for online when deciding to seek the help of a financial advisor? Sam, Andi, and Luke cover some of the top searches and relates them to his specialty of retirement strategies. Some include what to bring to the first meeting, how are financial advisors compensated, and why is a financial advisor better than a robo-advisor. Then they explain why the age of 65 may be universally thought of as retirement age but that it’s different from person to person and explain why. Sam, Andi, and Luke move into how to help ease that transition from accumulation to decumulation in retirement.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.