Your Retirement With Sam Duell artwork

Your Retirement With Sam Duell

113 episodes - English - Latest episode: 15 days ago -

Sam Duell and his co-hosts look at retirement planning from all angles in this podcast. They take a holistic view of retirement planning and, as the show name suggests, they stress the importance of talking with someone who believes in custom planning. After all, it's Your Retirement.

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Episodes

Not Your Parents’ Retirement

January 20, 2023 17:00 - 51 minutes - 47.1 MB

Sam, Andi and Luke hightlight mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing.  They look at life events when it is important to consult your financial professional.  Those include job change or loss of job, marriage, divorse, loss of spouse, and caring for a parent.  Then they move into a conversation which points out how retirement of today is different f...

Retirement Income

December 23, 2022 17:00 - 49 minutes - 45 MB

Sam and Luke define the retirement income replacement rate and look at what needs to be considered in building income for your retirement.  This includes determining how much income you will need compared to your pre-retirement income, how much you earn, how much you save, when you will retire, your tax rates, and what Social Security covers.  They also look at tax strategies that can help you presently and in the future.  This includes traditional 401(k) and IRA saving strategies as well as...

Welcome to Retirement 2023

December 16, 2022 21:00 - 50 minutes - 46.5 MB

Sam, Andi, and Luke cover some solid planning tips to help you retire in a challenging economy in 2023.  Understanding sequence of returns and possibly delaying Social Security are part of the conversation.  What are some important questions you should be able to answer when considering your retirement and income plan?  Those include your budget, your tax strategies, long-term care protection, and other sources of income in your retirement.  They also cover protecting your income in retireme...

The Financial Red Zone

December 12, 2022 20:46 - 47 minutes - 43.6 MB

Luke covers strategies to implement when in the financial red zone which is five to ten years away from retirement.  These include looking at funding your 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth IRAs.  He also addresses financial challenges head on like high inflation and possible recession and the need to build, plan, strategize, explore, and review. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial Strat...

Retirement Steps to Take Now-How Is Inflation Affecting Retirement-Behavioral Challenges to Overcome

December 05, 2022 21:20 - 51 minutes - 46.8 MB

Sam, Andi, and Luke cover steps to take in the financial red zone, the five to ten years before you retire, that can help make sure your money takes you all the way through retirement.  They cover creating tax-diversified sources of income, looking at opening a Health Savings Account for those eligible, eliminating debt, and creating that financial plan with a retirement specialist.  What is the compounding effect of inflation and the loss of purchasing power and how is that affecting retire...

Retiree Regrets to Avoid-Inflation, Bear Market, Rising Interest Rates

December 05, 2022 21:20 - 50 minutes - 46.3 MB

You want a retirement with as few regrets as possible.  What are some things you can do in the financial red zone to avoid having those regrets?  Sam and Luke cover that in this podcast.  They also address the current economic climate with the bear market, inflation, rising interest rates, recession possibly looming and what retirees and soon to be retirees should be considering.  They close with good financial red zone moves to make sure you launch a stronger retirement such as catch-up sav...

The New Retirement-Expenses, Penalties, and Fees-Retirement Myths

December 05, 2022 21:15 - 51 minutes - 47.4 MB

Sam, Andi, and Luke point out how retirement planning is different now due to many factors such as dwindling pensions and longevity.  They talk about the importance of building income, protecting your wealth, and factoring in health care costs and inflation.  Then they move into discovering fees you may be paying and avoiding unnecessary costs in retirement including penalties.  They keep the conversation grounded in reality as they debunk some retirement myths and old ways of thinking in cr...

Costly Retirement Mistakes-Earlier Retirement-Confidence in Spending

December 05, 2022 21:15 - 50 minutes - 46.7 MB

Sam, Andi, and Luke cover three retirement investment mistakes to avoid including maintaining the wrong asset allocation, failure to properly diversify, and investing without liquid savings.  If you are of the mind to expedite your retirement date, they give you some things to consider.  They also offer tips to help give you more comfort in your retirement spending such as developing a good, structured spending plan and exploring different potential income solutions. You can reach Duell Fi...

Impact of Inflation-Review of Secure Act

December 05, 2022 20:20 - 51 minutes - 47 MB

What are good questions to ask your financial professional in times of economic turmoil?  Sam, Andi, and Luke cover some of these including long-term planning, diversification, and whether or not to change course.  They also warn of retirement mistakes to avoid and offer reminders of the changes to legacy planning which came with the original Secure Act. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy i...

Retirement Considerations-Working in your 70s

December 05, 2022 20:20 - 51 minutes - 47.5 MB

Sam and Luke remind us that, even though you may choose to work in your seventies, there are still retirement planning considerations.  Among those are how it will work with your RMDs, Social Security claiming strategies, and how working could impact your tax situation.  They also address the fear of running out of money in retirement with moves to consider to help make your money last.  Those include creating a floor, bucketing your money, making systematic withdrawals, and using account se...

Retirement Considerations-Working in your 70s

December 05, 2022 20:20 - 51 minutes - 47.5 MB

Sam and Luke remind us that, even though you may choose to work in your seventies, there are still retirement planning considerations.  Among those are how it will work with your RMDs, Social Security claiming strategies, and how working could impact your tax situation.  They also address the fear of running out of money in retirement with moves to consider to help make your money last.  Those include creating a floor, bucketing your money, making systematic withdrawals, and using account se...

First Year of Retirement-Year End Strategies

December 05, 2022 20:15 - 51 minutes - 47.2 MB

Sam, Andi, and Look look at strategies to have in place when you first retire.  They cover the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help.  They also discuss the next wave of retirees-Generation X.  These are the people born between 1965 and 1980.  The older ones are clearly in the financial red zone but are they ready?  They look at a study that will give some insight.  Then they move into some things to...

Say No to “Do It Yourself Retirement”

December 05, 2022 20:00 - 50 minutes - 46.5 MB

Sam and Luke cite results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement.  They break down the advantages and, in their opinion, the necessity of working with a professional to build and maintain your retirement.  They also go over some of the “curveballs” of retirement in the form of unexpected expenses and then offer strategies to stay on track in the current economic environment. You can reach Sam, Andi, and Luke by calli...

Social Security 2023 COLA-Factoring Inflation

December 05, 2022 20:00 - 51 minutes - 47 MB

Sam, Andi, and Luke talk about the announced Social Security Cost of Living Adjustment for 2023 pointing out that it is the highest in forty years but also that inflation is as well.  They discuss how this high inflation, volatility, and rising interest rates must be factored when planning for retirement.  They get into the sudden shift for retirees when entering retirement and goes over the process of “de-accumulation.”  Then they look at retirement challenge solutions such as planning for ...

Retirement Investment Strategies

December 05, 2022 20:00 - 50 minutes - 46.3 MB

Your approach to investing in retirement can certainly be different than earlier in your life. Sam, Andi, and Luke run through some things to consider and some practices to avoid.  They include having a proper philosophy that can be flexible and able to change over time and to avoid questioning your plan due to volatility, trying to outperform the market, and letting your emotions get the best of you.  They also look at four financial gaps that could stand in your way to retirement.  They in...

Financial Concerns of Retirees

September 30, 2022 17:25 - 49 minutes - 44.9 MB

In the midst of recent market volatility, what are the major concerns of retirees and pre-retirees?  Sam, Andi, and Luke break that down in looking at how Americans feel about the future of their retirement, the level of their fear of running out of money, and their ability to cover living expenses.  They also discuss their approach to a safe withdrawal rate and then move into RMD mistakes to avoid. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial Strateg...

Secure Act 2.0

September 30, 2022 16:35 - 50 minutes - 46.3 MB

Luke breaks down proposals that are included in Securing a Strong Retirement Act of 2022 which is also known as Secure Act 2.0.  Proposed changes include requiring employers to auto enroll employees in a 401(k) or 403(b), raising the RMD age, new rules for 401(k) retirement plans, and increases for catch up contributions.  He also gives considerations on saving more and saving smarter for retirement such as factoring in longevity and inflation, looking at a health savings account, and consid...

Secure Act 2.0

September 30, 2022 16:35 - 50 minutes - 46.3 MB

Luke breaks down proposals that are included in Securing a Strong Retirement Act of 2022 which is also known as Secure Act 2.0.  Proposed changes include requiring employers to auto enroll employees in a 401(k) or 403(b), raising the RMD age, new rules for 401(k) retirement plans, and increases for catch up contributions.  He also gives considerations on saving more and saving smarter for retirement such as factoring in longevity and inflation, looking at a health savings account, and consid...

The Plan-Old 401(k)-Running Out of Money

May 27, 2022 19:15 - 50 minutes - 46 MB

Sam, Andi, and Luke explain what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability.  The conversation then moves to options available with your old 401(k) and mistakes to avoid helping to make sure you don’t run out of money in retirement. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial Strategies See omnystudio.com/listener...

Inflation-Crypto-Retirement Phases

May 20, 2022 16:15 - 49 minutes - 45.2 MB

Luke covers the topic everybody’s talking about and that’s inflation.  He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds.  He then moves into some frequently asked questions on cryptocurrency and discusses whether or not it should be included in your retirement and by how much.  He closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, a...

Pre-Retirement Decisions-Volatile Market Navigation-Pitfalls

May 20, 2022 16:00 - 51 minutes - 46.9 MB

Sam, Andi, and Luke go over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security.  The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial ...

Taxes in Retirement-Secure Act 2.0

April 29, 2022 16:00 - 51 minutes - 47.1 MB

Sam and Luke break down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  They also provide an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress.  You can reach the team at 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

Financial Anxiety-Inflation-Annuities

April 15, 2022 16:00 - 51 minutes - 47.6 MB

Sam, Andi, and Luke outline three tax strategies to help you keep more of what you’ve saved over the years.  They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach the team at 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

Taxes in Retirement-Tumultuous Times-Comfortable Retirement

April 08, 2022 21:00 - 51 minutes - 47.3 MB

Sam, Andi, and Luke outline three tax strategies to help you keep more of what you’ve saved over the years.  They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach the team by calling 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy informa...

Inflation-Decumulation-5 Point Checkup

April 01, 2022 17:15 - 51 minutes - 47.1 MB

As we’re seeing high inflation, how should you factor that in your retirement plan?  Sam, Andi, and Luke explore the effects of inflation in your strategies and good moves to consider.  They also discuss the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talk about what they consider when meeting clients for their periodic portfolio review. You can reach the team at Duell Financial Strategies by calling 866-203-7486. Duell F...

Taxes in Retirement-Roth IRA-Risk in Retirement

March 25, 2022 16:00 - 51 minutes - 46.9 MB

Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Sam and Luke address many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  They stay on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then cover risks in retirement from longevity to health care and sequence of returns risk. You can reac...

Crypto in Retirement-Never Too Late-The New Retirement

March 18, 2022 21:00 - 51 minutes - 46.9 MB

Does cryptocurrency belong in your retirement portfolio.  Sam, Andi, and Luke take a close look at crypto and if or how to include it in your plan.  They cover retirement planning strategies for those who started a little late and stress that retirement planning of today is different from that of our parents’ generation. You can reach the team by callling 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

Retirement Knowledge-Tax Perks-Expenses

March 11, 2022 17:15 - 51 minutes - 46.9 MB

Knowledge is power and Sam, Andi, and Luke examine some things that retirees and pre-retirees don’t know that they don’t know.  Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw.  They also go over some tax benefits for those 50 and older and warn of expenses that could put a dent in your retirement savings. You can reach the team at Duell Financial Strategies by calling 866...

Retirement Distribution-401(k)-Retirement Red Flags

February 18, 2022 17:00 - 49 minutes - 45.1 MB

The distribution phase of retirement can be complicated.  Andi and Luke cover some retirement distribution strategies to consider.  They discuss some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options.  What are red flags you may be missing on your road to retirement?  Andi and Luke go over a list of those and offers some solutions that could help you get back on track. You can Duell Financial Strategies by c...

Questionable Tips-Women in Retirement-Planning Mistakes

February 11, 2022 17:00 - 50 minutes - 46.2 MB

There are many people who may want to give “well-intentioned” but questionable tips on retirement.  Sam, Andi, and Luke stress the importance of consulting a professional before making any decisions and they cover some commonly given questionable advice.  They also cover how retirement planning can be different for women and they highlight some retirement mistakes to avoid. You can reach the team at Duell Financial Strategies by calling 866-203-7486. Duell Financial Strategies See omnys...

Rules of Thumb-Couples’ Retirement-Retirement Recipe

February 04, 2022 17:00 - 51 minutes - 46.8 MB

Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Sam, Andi, and Luke discuss some investment and retirement rules of thumb everyone should know.  They also break down retirement planning for couples and how each spouse may view retirement differently.   Then they cover much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage o...

Protection from Retirement Threats

January 28, 2022 17:00 - 50 minutes - 46.2 MB

Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Sam, Andi, and Luke offer suggestions of protection and proactive measures that can be implemented.  They also discuss planning long term for retirement to help alleviate the risk of longevity and explain why the help of a professional is so critical in today’s retirement planning. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial Strategies See omnystu...

Prepare for the Bear-Starting Late-Retirement Date

January 21, 2022 17:00 - 49 minutes - 45.2 MB

No one can accurately predict the next bear market and when it will occur, but one thing is for sure.  You can prepare yourself for it and should if you’re approaching retirement.  Marty outlines some moves that can help protect your retirement plan.  He also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date. You can reach Sam Duell and the team at Duell Financial Strategies...

Face The Challenges-Important Questions

January 14, 2022 19:00 - 51 minutes - 46.9 MB

How do you keep your finances in order when heading to retirement facing challenges like inflation and volatility?  Sam, Andi, and Luke discuss good measure in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement.  They also cover some important questions that sometimes clients are hesitant to ask. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy inf...

Maximize Your Savings-401(k) Stats-Retirement Regrets

December 17, 2021 17:00 - 51 minutes - 46.9 MB

The discussion centers around proper management of your savings to maximize your retirement portfolio.    Luke  talks about fees to be aware of, the importance of having a flexible plan, maximizing your contributions, and creating income streams.  401(k) statistics and learning from the mistakes and regrets of some current retirees are also part of the discussion. You can reach the team at Duell Financial Strategies by calling 866-203-7486. Duell Financial Strategies See omnystudio.com/...

Late Retirement Saving-ROI-Changing Market Landscape

December 10, 2021 17:00 - 49 minutes - 45.3 MB

What if you start a little late saving for retirement?      Sam, Andi, and Luke remind us it is never too late but cautions us not to panic, to be careful with risk, and to seek the help of a professional.  They also discuss some important returns on investment for all of your retirement savings including time and your health.  Then they move into strategies to weather the storm of a jittery market. You can reach the team at Duell Financial Strategies by calling 866-203-7486. Duell Finan...

The Stock Market and Your Retirement-401(k) Strategies-Spending

December 03, 2021 17:00 - 50 minutes - 46.3 MB

Rising inflation and market volatility continue to be a concern.  Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings.  Sam, Andi, and Luke also offer ideas and strategies to maximize your 401(k) and outline some important decisions you’ll face related to your spending and income sources in retirement. You can reach the team at 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy inform...

Economic Uncertainty-Tax Strategies-FAQ

November 26, 2021 17:00 - 50 minutes - 46.6 MB

Retirement risk worries loom large as we face inflation and uncertainty in the markets.  Luke Vanable covers what should be considered in safeguarding your retirement.  He also outlines some good proactive strategies that can help in securing as tax free a retirement as possible and Luke goes over some commonly asked questions financial professionals get from their clients. You can reach the team at 866-203-7486. Duall Financial Strategies See omnystudio.com/listener for privacy informa...

Tax Policy-Retirement Safety-Don’t Procrastinate

November 12, 2021 17:00 - 50 minutes - 46.2 MB

Planning for today’s retirees involves looking at possible tax changes in the future.  Ben discusses how much of your retirement income will be taxable and proactive strategies to help.  Safety in your financial red zone and retirement years is also part of the discussion as well as steps you should not put off in your retirement planning. You can reach Sam Duell by calling 866-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

Outdated Strategies-2022 Retirement Changes-Retirement Risks

November 05, 2021 16:00 - 51 minutes - 47 MB

What are retirement strategies that are somewhat outdated today?  Sam, Andi, and Luke cover how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks.  They also cover some retirement changes on the horizon for 2022 and warn of the potential risks such as longevity, sequence of returns, and long-term care.  You can reach Sam Duell and the team by calling 866-203-7486 or by visiting the website below. Duell Financial Strategies Se...

Market Volatility-Simplifying Your Retirement-Financial Gaps

October 29, 2021 16:00 - 51 minutes - 47.2 MB

Market volatility is the opening topic in this podcast.  Sam, Andi, and Luke outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse.  What’s the key to protecting your savings from a crash and what are your best investment strategies.  They also talk about simplifying your entry into retirement and go over some of the financial gaps that could impact your planning. 866-203-7486 Duell Financial Stra...

Withdrawal Strategies-Retirement Red Flags-Spending in Retirement

October 22, 2021 16:00 - 51 minutes - 47.3 MB

Proper withdrawal strategies in retirement opens the conversation in this podcast.  Sam, Andi, and Luke discuss what savings vehicles you should look at in withdrawals and in what order to put those.   They also cover red flags that would indicate your current plan needs a second opinion and then move into tips on building confidence in your spending in retirement. 866-203-7486 Duell Financial Strategies See omnystudio.com/listener for privacy information.

Inflation-Portfolio Stress Test

October 15, 2021 16:00 - 51 minutes - 47.4 MB

Inflation.  We’re feeling it now.  Sam Duell and the team identifie the problems of inflation in retirement and offer strategies to have in place to make sure your retirement factors in inflation throughout your retirement.   They also explain how they can run your portfolio through a stress test to identify areas that need improvement especially given the fact that people are living longer in retirement now. 866-203-7486 Duell Financial Strategies See omnystudio.com/listener for privac...

Nest Egg Protection - Leftover 401(k) Tips - Fall Retirement and Income Plan Checklist

October 08, 2021 16:00 - 52 minutes - 47.7 MB

Sam Duell, Andi Schooler Duell and Luke Vonabel look at how to protect your retirement plan if the market goes bonkers, “whoops” or “uh-oh.”  They’ll also run through what choices you have if you leave an old job and have a 401(k).  Fall is the time for football, falling leaves, pumpkin spice everything and, reviewing your retirement and income plan.  They will take you through what you need to know and much more on this week’s show! To get your questions answered or get in touch with Sam ...

SECURE Act 2.0 - “If I Only Knew” - How To Avoid Mistakes When Planning Retirement - Protecting Your Portfolio

October 01, 2021 16:00 - 51 minutes - 46.8 MB

What is SECURE Act 2.0?  Luke Vonabel will explain what the proposed legislation could mean for your retirement accounts if it is passed.  Just like the Cher song, we can’t turn back time but we can avoid regrets when it comes to planning for your retirement.  Luke will talk about how.  He will also look at some steps you can take to make sure you have a smooth transition into retirement.   To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can al...

Rules On Inheriting a 401k or IRA - How To Deal With An Unplanned Retirement - Advice For Singles In Retirement

September 24, 2021 16:00 - 51 minutes - 47.1 MB

Sam Duell, Andi Schooler Duell and Luke Vonabel have some tips on how to avoid mistakes when inheriting an IRA or 401k.  An unexpected retirement can be overwhelming.  They will discuss what you need to know to deal with this unforeseen situation.  Single?  Well, you are not alone when it comes to planning for your retirement on your own.  Sam, Andi and Luke will go over important information for the 45.2% of the U.S. population living an independent lifestyle. To get your questions answer...

Cryptocurrency and Retirement - Making Withdrawal From Retirement Accounts Easy -Are You Ready To Retire?

September 17, 2021 16:00 - 51 minutes - 47.5 MB

Sam Duell, Andi Schooler Duell and Luke Vonabel will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio.  They'll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money.  So you want to retire?  It takes strategic planning to get there and they will show you how.  That and so much more!  To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit ...

Making Smart Decisions With Decumulation - Avoiding Mistakes In Planning Your Retirement - Startling Statistics About Retirement

September 03, 2021 16:00 - 51 minutes - 47.6 MB

Sam Duell, Andi Schooler Duell and Luke Vonabel talk about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments.  They'll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement.  They also talk about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more! To get your questions answered or get in ...

Strategies To Fight Back Against Inflation - How A 401k Works After Retirement - Long Term Care Insurance Alternatives

August 27, 2021 16:00 - 51 minutes - 47.3 MB

 Andi Schooler Duell along with Luke Vonabel talk about how inflation works and what you can do to combat inflation risk in your retirement plan.  Next, they talk about what you can do with a 401k once you enter into retirement and it’s all dependent on your age, when you retire and the rules your company has regarding the 401k. Most people will need some type of long term care as they age.   Andi and Luke will talk about long term care insurance alternatives and a lot more.  To get your qu...

Put Your Foot On The Retirement Accelerator - How To Use Money In Old 401k Accounts - No 401k, No Problem!

August 20, 2021 16:00 - 51 minutes - 47.6 MB

Sam Duell and Andi Schooler Duell along with Luke Vonabel take a look to see if you are ready to start your retirement journey sooner.  Over a trillion dollars is left behind in old 401k’s.  Yep, you read that right.  Sam, Andi and Luke will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement.  Think it’s hard to save for retirement if you don’t have a 401k?  Think again.  Sam, Andi and Luke will give you different options that can put you ...