by Jacob Duke, CFP®
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!
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Publishing Since
12/16/2022
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April 29, 2025
<p>There are a few simple ways to save money in retirement and keep more of your hard earned money in your pocket. In this episode, I share 10 hacks that will help you save money and reduce taxes in retirement.</p><p>👉 Book a call with me: https://www.rivertreewealth.com/get-started</p><p>✅ If you want the Important Numbers 2025 PDF, send me an email!</p><p>Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions</p><p>Email: [email protected]<br>Website: https://www.rivertreewealth.com<br>LinkedIn: https://www.linkedin.com/in/jacobduke</p><p>Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.</p><p>DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.</p>
April 25, 2025
<p>What if the market tanks right after you retire? It's important to be prepared and have a plan in place for the 'what-ifs' that could happen. In this weeks Friday Q&A, I answer Carolina's question and share how I like to build portfolios that are recession-proof.</p><p>👉 Book a call with me: https://www.rivertreewealth.com/get-started</p><p>✅ If you want the Important Numbers 2025 PDF, send me an email!</p><p>Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions</p><p>Email: [email protected]<br>Website: https://www.rivertreewealth.com<br>LinkedIn: https://www.linkedin.com/in/jacobduke</p><p>Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.</p><p>DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.</p>
April 22, 2025
Jacob Duke, CFP, MBA, explores why Roth conversions may lead to higher taxes, examining the impact of Required Minimum Distributions and future tax rates, offering listeners insights into strategic retirement planning.
James Conole, CFP®
Devin Carroll, CFP® & John Ross, JD
Benjamin Brandt CFP®, RICP®
Andy Panko
Jason Parker
Casey Weade
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Ari Taublieb, CFP®, MBA
Taylor Schulte, CFP®
Jim Saulnier, CFP® & Chris Stein, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Steve Chen
Wade Pfau & Alex Murguia
Rob Berger
Wes Moss
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