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Retirement Answers

Written 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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Episodes
  • Where Should I Pull Funds From First in Retirement?

    Where Should I Pull Funds From First in Retirement?
    Jun 25 2024

    Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

    Not sure where to pull income from first in retirement? It can be a overwhelming to figure this out because of the impact your distributions have on other items in retirement such as Social Security taxes, RMDs, Medicare Premiums, and more.

    This week on the podcast I share some ideas around how to decide where to pull income from first in retirement.

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    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.

    🔔 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.
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    16 mins
  • 7 Reasons NOT To Do Roth Conversions

    7 Reasons NOT To Do Roth Conversions
    Jun 11 2024

    Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they shouldn't be doing any at all. Yes, Roth conversions are a power tax planning strategy for retirees, but it's not the best strategy for everyone.

    Creating a comprehensive plan that is unique to your situation is key. Don't just do Roth conversions because it's what everyone is talking about!

    ———————————————————————————

    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.

    🔔 Subscribe to the channel and press the bell icon so you never miss a video!

    DISCLAIMER: This podcast is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.
    Show more Show less
    22 mins
  • How Much Money Do You ACTUALLY Need To Retire?

    How Much Money Do You ACTUALLY Need To Retire?
    Jun 4 2024

    Need a custom retirement plan? 👉 Get started today: https://www.rivertreewealth.com/get-started

    Wondering if you have enough money saved up to retire comfortably in 2024? In this video, I provide a framework you can use to evaluate how much you need to live a worry-free retirement.

    ———————————————————————————

    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.

    🔔 Subscribe to the channel and press the bell icon so you never miss a video!

    DISCLAIMER: This video is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.
    Show more Show less
    16 mins
Personal Finance Economics
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