Retirement Answers

I’ve found the episodes I have listened to, in particular about ROTH conversions, to be excellent. The content is concise and delivered in easy to understand examples.

Work hard, save aggressively, and invest smartly for retirement. Sounds like a system for success, but this podcast has given me a real education on previously unknown aspects of retirement savings. You accountant, or financial advisor are just that, and may not be planning your years around and after retirement. Learn about Roth conversions, Tax gain harvesting, IRA required minimum distributions, IRMA, and Social security taxation and how to control the tax implications of properly funding and consuming your retirement account. I can’t say enough good words here….

I thought I knew a lot about finances and retirement planning but I ALWAYS gain additional helpful insights in every podcast!!

I have recently retired and have found Jacob’s advice to be simple, concise, and easily understood. Jacob really breaks down retirement needs to a level that is well understood by the average person. He keeps things basic about what what they will be facing in key pre-retirement and retirement years as well as giving you the tools to keep your taxes as low as possible, while ensuring your money is working for you. I actually emailed Jacob after one of his recent podcasts to clarify some of his comments and he was very swift and terrific with getting back with me. I thank Jacob for all his knowledge on retirement planning and execution.