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
  • Every Retirement Plan Has This MAJOR Problem

    Every Retirement Plan Has This MAJOR Problem
    Feb 19 2025

    As you approach retirement, you likely want to have everything planned out perfectly...

    • When you are going to start taking Social Security?
    • When to do Roth conversions?
    • How to use tax-gain harvesting?
    • What your portfolio allocation should be?
    • And so on

    The good news is you aren't alone in your desire to have it all figured out before you jump in retirement, but here's the bad news... You're plan will be wrong... I know, probably not what you want to hear, but it's the truth.

    In today's episode, I discuss this idea of your retirement plan being incorrect and how you should think about your plan instead.

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

    Submit your question here: https://www.rivertreewealth.com/ask-a-question

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

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-question

    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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    14 mins
  • 5 Hidden Costs That Catch Retirees Off Guard

    5 Hidden Costs That Catch Retirees Off Guard
    Feb 11 2025

    Do you ever wonder what you might be missing as you plan for retirement? There's so much to think about and plan for that certain things can easily slip through the cracks. In this episode, I share 5 hidden costs that catch retirees off-guard based on what my clients have told me.

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

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

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-question

    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
    17 mins
  • The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)

    The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
    Feb 4 2025

    The Backdoor Roth might be the greatest tax loophole for high income individuals… But 99% of people have no idea how to do it correctly. So, in this episode, I’m going to tell you exactly how to do a backdoor Roth contribution without messing it up.

    👉 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
    23 mins

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