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Retirement Answers

Retirement Answers

Written by: Jacob Duke CFP®
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About this listen

 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 Economics Personal Finance
Episodes
  • Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)

    Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)
    Apr 1 2026

    Some of the biggest retirement mistakes don’t show up until it’s too late to fix them. Today, I’m breaking down 8 costly mistakes I see over and over again and how to avoid them before they impact your income, taxes, and long-term freedom. A few small adjustments here can make a massive difference later.

    👉 Work With Us: https://www.rivertreewealth.com/get-started

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-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.
    Show more Show less
    26 mins
  • 5 Reasons NOT To Claim Social Security Early

    5 Reasons NOT To Claim Social Security Early
    Mar 21 2026

    Not sure when to take Social Security? Well, in today's episode, I am sharing 5 reasons you shouldn't take your benefits early and the hidden risks of doing so.

    👉 Work With Us: https://www.rivertreewealth.com/get-started

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-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.
    Show more Show less
    15 mins
  • These Are The Most Important Years of Retirement

    These Are The Most Important Years of Retirement
    Mar 13 2026

    If you don't get things right during this important window of time, your retirement likely won't be what you hoped... This 10 year period of time will determine the trajectory of your entire retirement. Prepare correctly and you will enjoy a fulfilling life without worry. Little preparation and poor execution and you will be wishing you could get a do over... Only problem is, you get one shot at retiring right the first time.

    👉 Work With Us: https://www.rivertreewealth.com/get-started

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-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.

    00:00 Intro

    01:40 Last 5 Years of Work

    11:44 First 5 Years of Retirement

    14:16 Book a Call
    Show more Show less
    16 mins
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