Faulty Retirement Plans | Your Retirement TV

In this 62nd episode of 𝙔𝙤𝙪𝙧 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩, Sam and Andi go in-depth on retirement complexities missed without a proper plan!

They use their wealth of retirement experience along with financial behavioral data to map out 𝗿𝗲𝗮𝗹𝗶𝘀𝘁𝗶𝗰 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 and strategies, including but not limited to:
• Not accounting for taxes owed on tax-deferred savings.
• Using a one-size-fits-all all plan instead of an individualized tailored approach.
• Not setting realistic expectations in terms of how much money will be needed in retirement to cover their expenses.

See the timestamps below to jump to a section of your choosing! ⬇️

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 Intro
00:33 Problems with tax-deferred retirement accounts
04:35 Social Security alone is not enough
07:26 Myth: When I retire, I will be living on about 70% of my current income
10:10 Now is the time to get a retirement plan!
13:00 Behavioral Finance
14:20 Sam’s Book: Purpose Determines Placement
17:17 Fighting the one-size-fits-all all narrative
19:19 Get your complimentary visit with our team!
21:35 What a first visit with Duell Financial Strategies entails
25:46 What questions you might want to ask an advisor.
27:37 Outro

If you have questions you would like to speak with Sam, Andi, and the rest of the team at Duell Financial Strategies directly, schedule a visit here 👇
https://duellstrategies.com/contact/

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If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞!
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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
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#RetirementComplexities
#TaxPlanning
#retirementplanning
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#taxes
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#RetirementHealthInsurance
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DISCLOSURE:
Investment advisory services offered though Duell Financial Strategies, LLC, a Wisconsin-Registered Investment Adviser. Duell Financial Strategies does not provide legal or tax advice. Investment Adviser Representatives of Duell Financial Strategies may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.