Retirement Answers Podcast

Active
Has guests
Jacob Duke, CFPĀ®
Categories
Investing Business Education Management
Audience & Performance Metrics
1.5K - 2.5K listeners Male 4.9 rating 98 reviews 122 episodes USA
Monetization Metrics
30s Ad: $57 - $69 60s Ad: $67 - $78 CPM Category: Business
Socials metrics & links
No data No data
Podcast Links
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!

Producers, Hosts, and Production Team

No producer information available yet. Click "Find producers" to search for the production team.

Emails, Phones, and Addresses

Contact Page Emails

No contact pages found.

General Website Emails

  • ja***@rivertreewealth.com

Externally Sourced Emails

  • ja***@rivertreewealth.com
  • ja***@appliedcapital.com

RSS Emails

Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Retirement Answers.

Hosts

Previous Guests

Jacob Duke, CFP, MBA, is the founder of Rivertree Wealth and the host of the Retirement Answers podcast. He specializes in retirement planning and financial education, helping clients navigate complex topics like Social Security, tax strategies, and investment planning to achieve a fulfilling retirement.

YouTube Channel

Podcast has no YouTube channel.

Instagram Profile

Podcast has no Instagram profile.

Episodes

Here's the recent few episodes on Retirement Answers.

0:00 16:21

Retire NOW If You Answer YES to These 5 Questions

Hosts
Jacob Duke
Guests
Jacob Duke
Keywords
retirement planning financial questions retirement readiness

Knowing the best time to retire is tough to figure out because of all the details involved, but if you can answer 'YES' to these 5 questions, it might be time to start thinking about it!

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

Email: [email protected]
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.

0:00 16:14

Why This Account Changes Everything in Retirement

Hosts
Jacob Duke
Guests
Jacob Duke
Keywords
retirement income planning tax planning retirement account tax reduction financial planning

There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

Email: [email protected]
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.

0:00 17:40

Why Converting Everything to Roth is a MISTAKE

Hosts
Jacob Duke
Keywords
Roth conversions Traditional IRA tax savings retirement planning

Are you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thousands in taxes.

Video on Social Security Taxation: https://youtu.be/fvrpISbRVak?si=-tF8oULLC7t7GmD7

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

Email: [email protected]
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.

0:00 25:38

What Most Retirees Don't Know About Social Security Survivor Benefits

Hosts
Jacob Duke
Guests
Jacob Duke
Keywords
Social Security survivor benefits retirement income planning tax planning Social Security insurance planning investing

Social Security survivor benefits are really confusing, but in this episode I break down everything you need to know about survivor benefits to help you make more informed decisions.

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

Email: [email protected]
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.

0:00 14:54

Social Security Spousal Benefits - Avoid These Common Mistakes

Hosts
Jacob Duke
Keywords
Social Security spousal benefits retirement common mistakes financial planning

Most retirees assume they are entitled to 50% of their spouse's Social Security, but that is not true... In this episode, I outline the rules for Social Security spousal benefits, how it works, and why your decision to take Social Security impacts your spousal benefits.

šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started

āœ… If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

Email: [email protected]
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.

Ratings

Global:
4.9 rating 98 reviews

USA

4.9 ratings 98 reviews

UK

0.0 ratings 0 reviews

Canada

0.0 ratings 0 reviews

Ireland

0.0 ratings 0 reviews

Australia

0.0 ratings 0 reviews

New Zealand

0.0 ratings 0 reviews

Singapore

0.0 ratings 0 reviews

South Africa

0.0 ratings 0 reviews