Retirement Redlight Challenge

6 months ago
26
Finance Stock Market Retirement Redlight Challenge Stress-Testing Your Portfolio Retirement Income Retirement Planning Longevity Risk Tax Planning Estate Plan

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/

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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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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.

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