Retirement Answers

By: Jacob Duke CFP®
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  • Summary

  • Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's to learning everything you need to know to live out your dream retirement!
    2022-2024 Retirement Answers
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Economics Personal Finance
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Episodes
  • If You Want to Retire in 2025, Do These 5 Things First

    If You Want to Retire in 2025, Do These 5 Things First
    Jan 7 2025

    As you prepare for you upcoming retirement, there a few thing you can do to give you the best chance at the retirement of your dreams. In this episode, I share 5 things (plus a bonus tip) that you should BEFORE you retire to help you make the most of your new adventure and rest at night knowing your money is taken care of. Enjoy!

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
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    22 mins
  • 8 Common Mistakes That Could Ruin Your Retirement

    8 Common Mistakes That Could Ruin Your Retirement
    Dec 24 2024

    There are plenty of mistakes that can be made when planning for retirement, so I want to warn you about 8 common mistakes that I see.

    We will talk about the importance of knowing your true spending number, understanding the impact of inflation on retirement spending, balancing investment strategies, planning for taxes, timing Social Security, evaluating the need for Roth conversions, preparing for long-term care, and creating a comprehensive estate plan.

    Other episodes mentioned:
    https://open.spotify.com/episode/747cbYYpwgEJIG9l302tZO?si=EM7eryjCTXKSREkJkWqBTA

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
    Show More Show Less
    25 mins
  • The TRUTH About Social Security Taxation: How It Actually Works

    The TRUTH About Social Security Taxation: How It Actually Works
    Dec 17 2024

    👉 Book a call with me 👉 https://www.rivertreewealth.com/get-started
    __________________________________

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Social Security taxation is confusing for most... "Am I being taxed on my Social Security benefits?" "WHY am paying tax on my Social Security?" "How is Social Security tax calculate?" These are the common questions retirees have and I answer them in this episode.

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
    Show More Show Less
    23 mins

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