Sam, Andi, and Luke draw parallels between a physical fitness and a financial fitness regimen. They discuss necessary strategies to consider in order to protect your portfolio from market downtowns and also cover some warning signs that need to be addressed to help make your money last in retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Sam, Andi, and Luke cover five retirement concerns identified by Chris Cedar of Goldman Sachs. The conversation covers the day to day money concerns, the fact that working longer is not always the answer, the importance of having a planning mentality, the importance of utilizing employer resources for those in the financial red zone, and understanding the expanding role of technology.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Lake and Luke talk about the strong resolve among Americans to improve their financial situation in 2025. They discuss saving more, building an emergency fund, and having a written financial plan. They also discuss building the metaphorical retirement house with a good blueprint and a strong foundation.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.