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.
Publishes | Weekly | Episodes | 100 | Founded | 4 years ago |
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Number of Listeners | Categories | EducationBusiness |
Luke and Lake cover some unconventional and traditional economic warning signs. The unconventional signs include the lipstick and cardboard box index and some of the traditional indicators are the GDP and consumer confidence. They cover strategies ... more
Lake LaChapelle explains how uncertainty in the economy doesn’t have to mean inaction. He talks about fighting back against rising prices, adjusting your portfolio, and implementing tax strategies. Lake also covers unique challenges faced by women ... more
Sam and Luke talk about navigating the roller coaster of the economy reminding listeners to revisit their asset allocation, not panic, explore proper diversification, and consider income-generating investments. They also discuss how a review can ass... more
Sam, Andi, and Luke discuss retirement tools that could lower your tax bill in retirement. They cover Index Universal Life Insurance, income annuities, Roth strategies, and health savings accounts. Then it’s time to revisit classic literature and t... more
Sam, Andi, and Luke hold a discussion on how to be prepared for the “curveballs” retirement can throw at you. They cover the big ones like healthcare and long term care costs, taxes, inflation, financial instability, and estate planning oversights. ... more
Andi and Luke cut through the myths and to the facts on tariffs. They also explain how the use of Indexed Universal Life Insurance and Indexed Annuities could be a good retirement strategy and then explain the fallout of not having proper estate pla... more
Andi and Luke weigh in on the latest economic news on tariffs, the markets, and the global economy and the potential impact on retirement. They also take a deep dive into the components of proper estate planning.
Reach Duell Financial Strategies a... more
Sam, Andi, and Lake talk about the elements that can be put in place to help you have a fulfilling retirement including replacing your pay, workplace perks, social network, and sense of purpose. They also introduce sound retirement strategies that c... more
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Your Retirement With Sam Duell launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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