Your Retirement With Sam Duell Podcast
1) Gen X: Your Retirement is Getting Close
Luke and Lake talk about the next generation gearing up for retirement. That’s Generation X and they’re in the financial red zone. The discuss that transition for accumulation ...Show More
2) Retirement: 1995 meets 2025
Sam and Luke go back thirty years to show how some of the tried and true retirement standards from 1995 don’t exactly hold up in 2025. They cover the difference in tax and interest rates a...Show More
3) Annuity Upgrade?
Sam, Andi, and Luke offer the opportunity to look at your annuity and consider possible opportunities with higher interest rates. They also cover some bells and whistles that exist now with mode...Show More
4) Risky Retirement Assumptions
Sam, Andi, and Luke caution against retirement ready assumptions that may not be accurate. They advise of out-of-pocket healthcare costs even with Medicare. They also explore whether or no...Show More
5) Proper Retirement Preparation
Sam, Andi, and Luke cover what is necessary to help people determine what they need to retire. They break down the difference between confidence and preparedness and stress the importance of act...Show More
6) Your Retirement Vision
This conversation emphasizes the critical importance of intentional retirement planning, highlighting the need for a clear vision, effective income distribution strategies, and awareness of tax implic...Show More
7) Saving vs. Investing
This conversation explores the critical financial decisions surrounding saving and investing, particularly as individuals approach retirement. The discussion emphasizes the importance of understanding...Show More
8) True Financial Independence
Andi and Luke cover the true meaning of financial independence in retirement and strategies to make sure this can be achieved. They also explore a Vanguard “How American Saves” repor...Show More
9) The Psychology of Money
Sam, Andi, and Luke delve into the essential aspects of retirement planning, emphasizing the importance of strategic financial management, understanding market dynamics, and the psychological factors ...Show More
10) Correct the Retirement Mistakes
Sam, Andi, and Luke cover mistakes that humans make in financial planning and offer solutions to get back on track. They also discuss strategies to consider in building critical retirement incom...Show More