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!

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.

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.

Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, I share 6 common tax mistakes retirees make around withdrawals, Roth conversions, capital gains, & Social Security.

👉 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.

Wait... You're telling me I can sell $126k of gains in my brokerage account and pay no tax on those gains? Yes! (And the best part is... it's legal) Join me as I share how tax-gain harvesting works so you can learn how to implement this tax savings strategy yourself.

👉 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.

How do you know if your retirement plan is good or not? And what are the different things you need to include in your plan? That's what I discuss in this episode because I share 6 things that every good retirement plan includes.

👉 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.

As you prepare for you upcoming retirement, there a few thing you can do to give you the best chance at the retirement of your dreams. In this episode, I share 5 things (plus a bonus tip) that you should BEFORE you retire to help you make the most of your new adventure and rest at night knowing your money is taken care of. Enjoy!

👉 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.

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.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.

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

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.