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
  • Is NOW A Good Time To Buy Stocks?

    Is NOW A Good Time To Buy Stocks?
    Oct 31 2024

    "The market is at all-time highs! We are due for a recession! I'm going to wait for the next pullback..."

    These the statements we all tell ourselves, but we shouldn't follow our own hunches and opinions. This week, I am talking through a framework that you can use to help answer the question, "Is now a good time to buy stocks?"

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

    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
    18 mins
  • Ask This Question BEFORE You Retire

    Ask This Question BEFORE You Retire
    Oct 23 2024

    Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?

    These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind.

    I encourage you to ask yourself, "What are you retiring to?" You know what you are retiring from, but having a game plan for what you are going to do in retirement is crucial so you don't end up lonely, sad, and hating what is supposed to be a wonderful period of life.

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

    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
    11 mins
  • Here's When You Should Do Roth Conversions

    Here's When You Should Do Roth Conversions
    Oct 1 2024

    Trying to figure out when you should do Roth conversions? In this episode, I share the optimal times to do Roth conversions so that you get the most out of this important tax minimization strategy.

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

    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
    13 mins

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