Win, Lose, or Withdraw

Your Retirement With Sam Duell

English - November 10, 2023 17:00 - 51 minutes - 46.9 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: Bad Excuses for Putting Off Using a Financial Professional

Next Episode: Secure Act 2.0: Now and Next Year

Sam, Andi, and Luke discuss withdrawal in retirement and break down the potential win and lose strategies. What questions need to be answered in comprehensive retirement planning? That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.