The Realities of Modern Retirement

Welcome to the modern era, with new cars, new phones, and 𝗻𝗲𝘄 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀! 📄

In this 80th episode of 𝙔𝙤𝙪𝙧 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙏𝙑, Sam and Andi dive into the evolving dynamics of retiring, a far cry from the simple retirement our grandparents planned for and experienced!

From the increased need for healthcare planning to the illusion of diversity, 𝘁𝗵𝗲 𝗗𝘂𝗲𝗹𝗹 𝗗𝘂𝗼 𝘀𝗵𝗲𝗱𝘀 𝗹𝗶𝗴𝗵𝘁 on it all! 💡

Discover crucial withdrawal strategies and why waiting after a spousal loss for big financial decisions is essential for preventing mistakes and ensuring your money is handled 𝘁𝗵𝗲 𝘄𝗮𝘆 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁!

You only retire once, 𝗹𝗲𝘁’𝘀 𝗱𝗼 𝗶𝘁 𝗿𝗶𝗴𝗵𝘁! Reach out through the link below to get connected with the Duell team today! 👋

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

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 INTRO
01:05 Traditional Retirement
05:05 Longevity is a big factor!
08:23 Social Security then and now
09:50 Don’t do it alone!
12:40 The illusion of diversity
15:39 Managing risk
18:27 Withdrawal strategies
19:50 Purpose Determines Placement
21:41 Proceeding after spousal death
24:14 Net numbers
26:29 Retirement has changed
27:31 OUTRO

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📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address with Sam, Andi, and the rest of the team at Duell Financial Strategies directly? Request a visit here 👇
https://duellstrategies.com/contact/

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🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
https://www.youtube.com/@DuellStrategies

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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.