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
The Liberation of Tax Free Income in Retirement - Mistakes In Your 50’s To Avoid - Little Things Mean A Lot!
August 06, 2021 16:00 - 51 minutes - 47 MBLuke Vonabel talks about how doing some work in advance of your retirement can keep taxes low or best yet, avoid them altogether. He’ll explain. Once you hit 50, it’s time to buckle down and get serious about retirement. Luke will have tips to help you. He will also have some things you may be doing to sabotage your retirement and not even know it. That and more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also visit their website ...
Tax Tips - Kicking Your Retirement Into High Gear - Do’s and Don’ts For a Successful Retirement
July 30, 2021 16:00 - 51 minutes - 46.9 MBSam Duell and Andi Schooler Duell along with Luke Vonabel have some tax savings strategies for your retirement. They also have some simple steps that can help you jump start your retirement savings as you get closer to your target date. They will also take a look at a Morningstar report with some great retirement savings tips that have been gathered over the years. That and a lot more To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also ...
Retirement Readiness Checklist - Choosing A Financial Advisor - Retirement Savings Tips For Women and More!
July 23, 2021 16:00 - 51 minutes - 47.6 MBSam Duell and Andi Schooler Duell along with Luke Vonabel break down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted. They'll also have important questions to ask a prospective financial advisor and women traditionally save less when it comes to retirement. Sam, Andi and Luke will point out some ways to help women achieve their retirement savings goals. That and a lot more! To get your questions answered or get in touch with Sam and the team, call ...
C’mon Get Happy! Savings Questions! Signs You Are Ready To Retire! And More!
July 16, 2021 16:00 - 51 minutes - 46.9 MBIs there such a thing as a “happy retirement plan” Believe it or not, there is and on this week’s show, Sam Duell and Andi Schooler Duell will tell you how you can get one! They'll also separate facts from fiction when it comes to how much you need to have saved for such things like healthcare expenses. So, you have been saving and have a plan. Great! You may be ready right now to take the plunge and retire. Sam and Andi will give some tips on how to know if you are ready to go Th...
How To Have The Retirement You Always Wanted - Rethinking Your Retirement - Acquisition to Distribution
July 09, 2021 16:00 - 51 minutes - 47.4 MBSam Duell and Luke Vanabel talk about the three things you need to have as you navigate the next phase of your life. He’ll also outline some things to keep in mind to make your retirement plan better, how to have the best retirement distribution plan and a lot more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also visit their website - https://duellstrategies.com/ See omnystudio.com/listener for privacy information.
Roth IRA vs Roth 401k - Things To Do In Retirement - Financial Red Zone Tips and More!
July 02, 2021 16:00 - 51 minutes - 47.4 MBSam Duell, Luke Vanabel and Andi Schooler Duell take a look at the differences between Roth IRA’s and Roth 401k’s and talks about which one may be best for you. They'll also talk about things you can do when you are in retirement. Taking up tennis and cruising may be top of mind but there are some important things that you need to do that will make your retirement stress free. They’ll explain. The decade leading up to retirement is crucial to the retirement benefits you’ll have and how m...
Retirement Savings Ideas - Retirement Begins With A Plan - Retirement Myths and More!
June 25, 2021 16:00 - 52 minutes - 48.3 MBSam Duell, Luke Vanabel and Andi Schooler Duell will show you the five areas that can help your retirement be successful. They will also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies and a lot more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also visit their website - https://duellstrategies.com/ See omnystudio.com/listener for ...
Retirement Planning Errors - Phased Retirement - One Retirement At A Time
June 18, 2021 16:00 - 51 minutes - 47.4 MBOn this week’s show, Sam Duell and Luke Vanabel will highlight some retirement milestones and why you should celebrate them. He will also go over some strategies to position yourself into a tax efficient retirement. No 401k? No problem! He will go over options that you can use to save for retirement, even if you are self employed and a lot more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also visit their website - https://duell...
Retirement Milestones -Tax Saving Strategies-401k Alternatives
June 11, 2021 16:00 - 51 minutes - 47.6 MBOn this week’s show, Sam Duell and Luke Vanabel will highlight some retirement milestones and why you should celebrate them. He will also go over some strategies to position yourself into a tax efficient retirement. No 401k? No problem! He will go over options that you can use to save for retirement, even if you are self employed and a lot more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also visit their website - https://duell...
Secure Act 2.0 - What You Need To Know - Recession Fears - Good News/Bad News On Expenses In Retirement
June 04, 2021 16:00 - 52 minutes - 47.7 MBSam Duell and Andi Schooler Duell explain what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress. Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later? They will give us the scoop on that. Plus, they will also talk about expenses in retirement and why it is so important to have a plan in place and so much more! To get your questions answered or get in touch with Sam and...
Retirement Tips for Turbulent Times - Grown Up Retirement Checklist and More!
May 21, 2021 16:00 - 51 minutes - 47.5 MBOn this week's episode, Sam Duell and Andi Schooler Duell have some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon; how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also visit their website - https://duellstrategies.com/ See omnystudio.com/listener for privacy informati...
Timely Retirement Tips, Avoiding Rookie Retirement Mistakes and More!
May 14, 2021 16:00 - 51 minutes - 71.7 MBPreparing for retirement may feel like a full-time job with so much to know but on this week's show, Sam Duell, Andi Schooler Duell and Luke Vanabel have some tips to prepare you for your golden years, including having a budget and a retirement goal age. They also talk about how to avoid rookie retirement mistakes, how to keep your taxes in check and minimize the impact and a lot more! To get your questions answered or get in touch with Sam and the team, call 866-203-7486. You can also...
Retirement “Truth Bombs” - The Pandemic’s Impact On Retirement - The Complements of a Roth IRA and a Lot More!
May 07, 2021 16:00 - 51 minutes - 47.5 MBOn this episode of Your Retirement, Consumer Advocate Chuck Kaiton talks with Sam Duell, Andi Schooler Duell and Luke Vanabel. They will break down some retirement “truth bombs” that will help avoid a financial crunch down the line; he will also take a look at a study of those who plan to delay and to accelerate their retirement and how you may relate; having a 401K is a good thing but is going show you how a Roth IRA can complement it and a lot more!! To get your questions answered or g...