Duell Financial Strategies

It’s no secret that the Social Security pool is getting shallower by the minute, but what other facts 𝗺𝗶𝗴𝗵𝘁 𝘆𝗼𝘂 𝗯𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴? 🤔 In this 61st episode of 𝙔𝙤𝙪𝙧 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙏𝙑, Sam and Andi take a Social Security quiz and dispel some of the most common misconceptions surrounding it. From taxation to spousal benefits, a lot of folks have got 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗶𝗱𝗲𝗮 about Social Security! 🙅 When you take on Social Security the Duell way, you can replace your panic with a plan! Don’t hesitate to start controlling what you can control... we promise 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗵𝗮𝘃𝗲 𝗮 𝘀𝗮𝘆 in your financial future! 🗣️ See the timestamps below to jump to a section of your choosing! ⬇️ 𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 00:00 INTRO 00:59 Social Security Quiz 02:52 Ditching “tradition” 06:36 Purpose Determines Placement 11:15 Is Social Security taxed? 13:53 Control what you can control! 17:54 Call today to make a plan! 20:29 Misconceptions about spousal benefits 22:20 The Social Security pool is shallow! 25:37 Plan, don’t panic 27:33 OUTRO If you have questions you would like to speak with Sam, Andi, and the rest of the team at Duell Financial Strategies directly, request a visit here 👇 https://duellstrategies.com/contact/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies #socialsecurity #socialsecuritymyths #retirementplanning #income #taxes #financialeducation #retirement #legacy #financialadvisors #insurance 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.

If these last few years have proven anything it’s that no one can predict the markets - whether we’re talking about 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗿𝗮𝘁𝗲𝘀, 𝗰𝗿𝗮𝘀𝗵𝗲𝘀, 𝗼𝗿 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻. That is why it is so important to have the right plan that provides guidance for not only the good market, but the 𝗯𝗮𝗱 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 too! 📈📉 Having a proper strategy with parameters for when things go bad is the best way to 𝗸𝗲𝗲𝗽 𝗰𝗮𝗹𝗺 𝗮𝗻𝗱 𝗮𝘃𝗼𝗶𝗱 𝗸𝗻𝗲𝗲-𝗷𝗲𝗿𝗸 𝗿𝗲𝗮𝗰𝘁𝗶𝗼𝗻𝘀 to market volatility! In this 63rd episode of Your Retirement, Andi and Sam give their 𝗽𝗹𝗮𝘆-𝗯𝘆-𝗽𝗹𝗮𝘆 to solve the jigsaw puzzle that is retirement! 🧩 They talk about seeing through 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝗹𝗹𝘂𝘀𝗶𝗼𝗻, 𝗰𝗼𝗺𝗯𝗮𝘁𝗶𝗻𝗴 𝘁𝗮𝘅𝗲𝘀, educating their clients on the different 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗵𝗼𝗶𝗰𝗲𝘀 available to them, and much more! See the timestamps below to jump to a section of your choosing! ⬇️ 𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 00:00 Challenges of the Federal Reserve 03:59 The predicting game 05:50 Risk adjustment 09:18 Get your complimentary Lifestyle Review 11:41 What a first session looks like 16:12 Combating taxes 21:20 A retirement team that works together 23:07 Radio stations 24:05 The benefits of being independent If you have questions you would like to address with Sam, Andi, or the rest of the team at Duell Financial Strategies directly, schedule a visit here 👇 https://duellstrategies.com/contact/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies #retirementplanning #retirement #income #taxes #FederalReserve #Inflation #AssetProtection #TaxStrategy 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.

Here at Duell Financial Strategies, 𝗼𝘂𝗿 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲 – to be as efficient as we can in helping our valued clients create solid financial plans. ✍️ Behind our four advisors stands a strong team, ready to do the hard work and 𝗵𝗲𝗹𝗽 𝘁𝘂𝗿𝗻 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀’ 𝗱𝗿𝗲𝗮𝗺𝘀 𝗮𝗻𝗱 𝗮𝘀𝗽𝗶𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗶𝗻𝘁𝗼 𝗮 𝗿𝗲𝗮𝗹𝗶𝘁𝘆! For a retirement planning experience that is constantly evolving with the ever-changing financial landscape, our diligent and adaptive team is ready to help you 𝗿𝗲𝗮𝗰𝗵 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲 𝘆𝗼𝘂 𝗱𝗲𝘀𝗶𝗿𝗲 𝗮𝗻𝗱 𝗱𝗲𝘀𝗲𝗿𝘃𝗲! 🌅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address directly with Sam, Andi, and the rest of the team at Duell Financial Strategies? Schedule a visit here 👇 https://duellstrategies.com/contact/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies #TaxStrategy #retirementplanning #income #taxes #RetirementHealthCare #estateplanning #RetirementPurpose #RetirementSecurity 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.

Today, 𝗺𝗼𝗿𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝘁𝗵𝗮𝗻 𝗲𝘃𝗲𝗿 are making their transitions into retirement. Unfortunately, many people lack critical financial literacy skills needed to navigate toward their 𝗶𝗱𝗲𝗮𝗹 𝗹𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗴𝗼𝗹𝗱𝗲𝗻 𝘆𝗲𝗮𝗿𝘀. 🧐 In this episode of 𝙔𝙤𝙪𝙧 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩, Sam and Andi discuss the biggest fears and common mistakes of those planning for a sound financial future! These include: • Overreliance on social security income • Not accounting for longevity and the healthcare risk of living longer • Inefficient tax planning with IRAs • Not benefiting from working with a qualified financial advisor See the timestamps below to jump to a section of your choosing! ⬇️ 𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 00:00 Intro 00:45 Millions of baby boomers moving into retirement in 2030 03:20 Generation X retirement fears 08:42 The 3 phases of retirement 10:06 Come in for a complimentary visit 11:56 Sam’s book: Purpose Determines Placement 13:50 Social Security as primary source for retirement income 17:23 Should you do-it-yourself with your finances? 19:27 Get Purpose Determines Placement FREE! 21:44 Fielding popular retirement questions from viewers! 27:04 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/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies #SocialSecurity #LongevityRisk #RetirementHealthCare #TaxStrategy #retirementplanning #income #taxes #estateplanning #RetirementPurpose #RetirementSecurity 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.

The road to where you need to get to in life can be 𝗮 𝗹𝗼𝗻𝗴 𝗮𝗻𝗱 𝘄𝗶𝗻𝗱𝗶𝗻𝗴 𝗼𝗻𝗲, and Andi Duell’s journey to the personal finance field was no exception. 🛣 She worked for years for the banks but was discouraged by their limited product offerings and 𝗳𝗲𝗹𝘁 𝗵𝗮𝗻𝗱𝗰𝘂𝗳𝗳𝗲𝗱 when trying to get the best possible solutions for her clients. As an independent advisor, Duell Financial Strategies has access to the 𝗙𝗨𝗟𝗟 𝗔𝗥𝗥𝗔𝗬 𝗼𝗳 𝘃𝗲𝗵𝗶𝗰𝗹𝗲𝘀 𝗮𝗻𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 to align with your unique vision and values to help you efficiently reach your financial dreams and aspirations! 💫 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address directly with Sam, Andi, and the rest of the team at Duell Financial Strategies? Schedule a visit here 👇 https://duellstrategies.com/contact/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies #ourstory #meettheteam #retirementplanning #financialeducation #retirement #estateplanning #legacy #financialadvisors #insurance 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.

Being old-fashioned ourselves, we here at Duell Financial Strategies like to 𝗱𝗼 𝘁𝗵𝗶𝗻𝗴𝘀 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 than our competitors in an ever-changing financial landscape. Where others may incorporate automation, we like to make sure there’s always a team member who takes your call. While we’re able to accommodate remote meetings over the phone or video conference, we believe there’s 𝗻𝗼 𝘀𝘂𝗯𝘀𝘁𝗶𝘁𝘂𝘁𝗲 𝗳𝗼𝗿 𝘀𝗶𝘁𝘁𝗶𝗻𝗴 𝗱𝗼𝘄𝗻 𝗳𝗮𝗰𝗲-𝘁𝗼-𝗳𝗮𝗰𝗲. 🤝 Because the partnerships we have with clients are ones that will 𝘀𝗽𝗮𝗻 𝗱𝗲𝗰𝗮𝗱𝗲𝘀, we want everyone to feel comfortable with one another and that the relationship is a fit! Get in touch with our team to learn more and experience 𝘁𝗵𝗲 𝗗𝘂𝗲𝗹𝗹 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲! 👋 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/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies #retirementplanning #financialeducation #retirement #estateplanning #legacy #financialadvisors #insurance 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.

Who doesn’t love a little game of “𝗥𝗲𝗱 𝗟𝗶𝗴𝗵𝘁, 𝗚𝗿𝗲𝗲𝗻 𝗟𝗶𝗴𝗵𝘁”?!? 🚦 We realize you likely haven’t played since you were a kid, but we encourage you to grab a notepad and pen and join along! In this episode of Your Retirement TV, Sam and Andi sit down with Brad Johansen to cover some main topics pertaining to 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗿𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀 and whether most prospective clients have them addressed! 📝 The topics discussed include: ✔️ Projected retirement timeframe ✔️ Income planning ✔️ Tax efficiency in your distributions ✔️ Stress-testing your plan ✔️ Longevity and the accompanying challenges ✔️ Estate and legacy planning If you came to a 𝗥𝗘𝗗 𝗟𝗜𝗚𝗛𝗧 at any of these subjects, the team at Duell Financial Strategies would like to help you make that light turn 𝙂𝙍𝙀𝙀𝙉! 🚗💨 See the timestamps below to jump to a section of your choosing! ⬇️ 𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 00:00 Retirement redlight challenge 01:21 Retiring on time 05:55 The Guide to See You To and Through Retirement – Purpose Determines Placement 11:36 Have you passed the stress test? 17:01 Dealing with longevity 19:19 Schedule a visit and let’s talk about your purpose! 21:52 Is your estate plan coordinated? 27:27 Come visit our team! 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/ =================================================== If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞! =================================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/duellstrategies/ - Instagram: https://www.instagram.com/duellstrategies/ - LinkedIn: https://www.linkedin.com/company/duell-financial-strategies - Truth Social: https://truthsocial.com/@Duellstrategies 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.