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.

Your Retirement With Sam Duell
Claim This Podcastby Sam Duell
Podcast Authority
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
6/18/2021
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Recent Episodes

August 29, 2025
Gen X: Your Retirement is Getting Close
<p><strong>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.</strong></p> <p>Reach Duell Financial Strategies at 800-203-7486.</p> <p><a href="https://duellstrategies.com">Duell Financial Strategies</a></p> <p><a href="https://www.duellstrategies.com">www.duellstrategies.com</a></p> <p> </p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

August 22, 2025
Retirement: 1995 meets 2025
<p><strong>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. </strong></p> <p>Reach Duell Financial Strategies at 800-203-7486.</p> <p><a href="https://duellstrategies.com">Duell Financial Strategies</a></p> <p><a href="https://www.duellstrategies.com">www.duellstrategies.com</a></p> <p> </p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

August 15, 2025
Annuity Upgrade?
<p><strong>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.</strong></p> <p>Reach Duell Financial Strategies at 800-203-7486.</p> <p><a href="https://duellstrategies.com">Duell Financial Strategies</a></p> <p><a href="https://www.duellstrategies.com">www.duellstrategies.com</a></p> <p> </p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
149 total episodes available
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Frequently asked questions
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- What is Your Retirement With Sam Duell?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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