Sam Duell and his co-hosts look at retirement planning from all angles in this podcast. They take a holistic view of retirement planning and, as the show name suggests, they stress the importance of talking with someone who believes in custom planning. After all, it's Your Retirement.
Luke and Lake talk about the next generation gearing up for retirement. That’s Generation X and they’re in the financial red zone. The discuss that transition for accumulation to decumulation, how the generation should prepare for tax efficiency, healthcare costs, and the possibility of long- term-care. They also cover the “just right” retirement customized for you which includes consideration of what you will need to retire comfortably, your Social Security sweet spot, and how to control spending in that first year of retirement.
Reach Duell Financial Strategies at 800-203-7486.
Duell Financial Strategies (https://duellstrategies.com)
www.duellstrategies.com (https://www.duellstrategies.com)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
22 Aug 2025
Retirement: 1995 meets 2025
Sam and Luke go back thirty years to show how some of the tried and true retirement standards from 1995 don’t exactly hold up in 2025. They cover the difference in tax and interest rates and a how a different approach may be needed with the four percent rule. They also do a comparison of Roth versus traditional savings.
Reach Duell Financial Strategies at 800-203-7486.
Duell Financial Strategies (https://duellstrategies.com)
www.duellstrategies.com (https://www.duellstrategies.com)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
15 Aug 2025
Annuity Upgrade?
Sam, Andi, and Luke offer the opportunity to look at your annuity and consider possible opportunities with higher interest rates. They also cover some bells and whistles that exist now with modern annuities. The conversation shifts to proactive tax strategies in light of the tax burden that could be faced by those with tax-deferred savings. They also discuss five questions asked in a Kiplinger retirement survey.
Reach Duell Financial Strategies at 800-203-7486.
Duell Financial Strategies (https://duellstrategies.com)
www.duellstrategies.com (https://www.duellstrategies.com)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
300
Score snapshot 15 Sept 2025
Podcast Authority Score: 50 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
63
Social presence
0
YouTube
66
Engagement
27
Contact Your Retirement With Sam Duell
Guest appearances
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