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Retirement Answers

Retirement Answers

Auteur(s): Jacob Duke CFP®
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À propos de cet audio

 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!2022-2025 Retirement Answers Finances personnelles Économie
Épisodes
  • 5 Questions You MUST Answer If Retiring Before 65

    5 Questions You MUST Answer If Retiring Before 65
    Nov 28 2025

    Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

    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.
    Voir plus Voir moins
    15 min
  • This Is The Roth Conversion SWEET SPOT

    This Is The Roth Conversion SWEET SPOT
    Nov 25 2025

    What ingredients make for the most optimal Roth conversions? In this episode, I explain what the Roth conversion sweet spot is and why this period of time is the best time to do conversions.

    📋 Get Your FREE Checklist here: https://www.rivertreewealth.com/roth-conversion-sweet-spot-checklist

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

    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.
    Voir plus Voir moins
    16 min
  • Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)

    Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
    Nov 18 2025

    You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important lesson that I think anyone who is preparing for retirement needs to understand.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

    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.
    Voir plus Voir moins
    17 min
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