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Retirement Answers

Retirement Answers

Written by: Jacob Duke CFP®
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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!2022-2026 Retirement Answers Economics Personal Finance
Episodes
  • Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?

    Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?
    Jul 22 2026

    Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over?

    👉 Book a call with me: 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 Roth 401k vs Roth IRA

    01:24 Roth IRA Basics

    03:25 Conversions Five Year Rule

    05:34 Withdrawal Ordering Rules

    07:57 Roth 401k Rollover Myth

    10:32 Qualified vs Nonqualified

    13:07 Nonqualified Rollover Breakdown

    16:34 Qualified Rollover Treatment

    22:18 Takeaways
    Show more Show less
    29 mins
  • Stop Saving For Retirement... (Here's Why)

    Stop Saving For Retirement... (Here's Why)
    Jul 15 2026

    Do you really need to be saving more for retirement? What if it's costing you something you can't get back? Join me in this episode to hear a different perspective on how much you should be saving for retirement.

    👉 Book a call with me: 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
    12 mins
  • Are You Waiting Too Long to Sell Winning Investments?

    Are You Waiting Too Long to Sell Winning Investments?
    Jul 4 2026

    Why haven't you sold that investment that has made you a lot of money? What's stopping you? I'm hearing the question "What should I do with my big winners?" a lot more lately, so I wanted to give you some ideas on how to think about this.

    👉 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.
    Show more Show less
    19 mins
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