Avoid Knee-Jerk Reactions and Other Retirement Mistakes

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.Show more

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/

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If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄, 𝐥𝐢𝐤𝐞, 𝐨𝐫 𝐬𝐡𝐚𝐫𝐞!
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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.