Retirement Answers

Jacob Duke, CFP®
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Retirement Answers

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!

  1. 3 天前

    8 Common Mistakes That Could Ruin Your Retirement

    There are plenty of mistakes that can be made when planning for retirement, so I want to warn you about 8 common mistakes that I see. We will talk about the importance of knowing your true spending number, understanding the impact of inflation on retirement spending, balancing investment strategies, planning for taxes, timing Social Security, evaluating the need for Roth conversions, preparing for long-term care, and creating a comprehensive estate plan. Other episodes mentioned:https://open.spotify.com/episode/747cbYYpwgEJIG9l302tZO?si=EM7eryjCTXKSREkJkWqBTA 👉 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.comWebsite: https://www.rivertreewealth.comLinkedIn: 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.

    25 分鐘

  2. 12月17日

    The TRUTH About Social Security Taxation: How It Actually Works

    👉 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.comWebsite: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobduke Social Security taxation is confusing for most... "Am I being taxed on my Social Security benefits?" "WHY am paying tax on my Social Security?" "How is Social Security tax calculate?" These are the common questions retirees have and I answer them in this episode. 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.

    23 分鐘

  3. 12月6日

    Pension vs Lump Sum - Friday Q&A

    In this episode of the Friday Q&A, Jacob discusses a listener's dilemma of choosing between taking a lump sum or opting for a monthly pension in retirement. With a detailed inquiry involving health concerns, survivor benefits, and financial flexibility, the discussion delves into various factors such as fixed income, monthly expenses, Social Security benefits, and personal circumstances like employment status and legacy planning. ——————————————————————————— Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Email: jacob@rivertreewealth.comWebsite: https://www.rivertreewealth.comLinkedIn: 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.

    6 分鐘

  4. 12月3日

    4 Reasons to Retire ASAP

    Still trying to figure out when you are going to retire? Do you have a specific age in mind? It can be hard to decide and then actually go through with it because of the unknown and the "what-ifs" of retirement. But the biggest "what-if" in my opinion isn't what could go wrong in retirement... The biggest "what-if" is getting to the end of your life wishing you would have retired sooner so you could enjoy more time with your family or go on your dream vacation while you had the health. In this episode, I share 4 reasons why you should think about retiring TODAY. ——————————————————————————— Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Email: jacob@rivertreewealth.comWebsite: https://www.rivertreewealth.comLinkedIn: 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.

    18 分鐘

  5. 11月29日

    Friday Q&A: Why Am I So Anxious About Retirement?

    In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financial standing. Discover the psychological challenges and mindset shifts necessary for a smooth transition into retirement. Need help planning for retirement? 👉 Get started today: https://www.rivertreewealth.com/get-started --------------------------- Website: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobduke Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast. 🔔 Subscribe to the channel and press the bell icon so you never miss a video! DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only. 00:00 Introduction00:12 Today's Question00:30 Financial Overview01:24 Psychological Aspects of Retirement02:34 Advice for a Smooth Transition05:25 Encouragement

    6 分鐘

  6. 11月26日

    5 Strategies To Lower Your Required Minimum Distributions (RMDs)

    When you turn 73 or 75, you will be required to begin taking money from your tax-deferred IRAs, 401ks, 403bs, etc. This is through what is called Required Minimum Distributions (RMDs). While RMDs aren't the worst thing ever, they can create some tax issues in the future if you don't plan accordingly. In this epsiode, I share 5 ways you can lower your RMDs to minimize their negative tax impact in the future. ——————————————————————————— Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Email: jacob@rivertreewealth.comWebsite: https://www.rivertreewealth.comLinkedIn: 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.

    17 分鐘

  7. 11月22日

    Friday Q&A: Should We Pay Off Our House?

    In the first episode of the Friday Q&A series,I address a viewer's question about whether to pay off their house before retirement. The husband is close to retirement and considers using his ESOP to pay off their recently purchased home. I discuss the pros and cons of this decision, including tax implications and the importance of maintaining liquidity.The episode offers valuable insights for anyone contemplating similar financial moves in the context of retirement planning.

    6 分鐘

  8. 11月19日

    Should I Pay Off My Mortgage Before Retirement?

    One of the biggest factors in your ability to retire is whether or not you have debt. If you have no debt, retirement becomes that much easier. BUT does that mean you should pay off your mortgage before retirement at all costs? That's what I discuss in this episode. ——————————————————————————— Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Email: jacob@rivertreewealth.comWebsite: https://www.rivertreewealth.comLinkedIn: 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.

    26 分鐘
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5
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78 則評分

簡介

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!

資訊

  • 創作者
    Jacob Duke, CFP®
  • 活躍年代
    2022年 - 2024年
  • 集數
    94
  • 年齡分級
    兒少適宜
  • 版權
    © 2022-2024 Retirement Answers
  • 節目網站
    Retirement Answers

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