As we’re seeing high inflation, how should you factor that in your retirement plan?  Sam, Andi, and Luke explore the effects of inflation in your strategies and good moves to consider.  They also discuss the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talk about what they consider when meeting clients for their periodic portfolio review.

You can reach the team at Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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