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Retirement Answers

Retirement Answers

By: Jacob Duke CFP®
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About this listen

 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!2022-2025 Retirement Answers Economics Personal Finance
Episodes
  • Don't Retire Early Without Understanding THIS Tax Strategy First

    Don't Retire Early Without Understanding THIS Tax Strategy First
    Dec 16 2025

    What if you could retire earlier than expected, access your savings without penalties, get health insurance subsidies, and pay no taxes for the first few years? Would you believe that's possible?

    In this episode of Retirement Answers, I explain how it can be done using a case study of a client named Joe where I break down the strategies and financial maneuvers used to help him retire at 55.

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

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers

    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.

    00:00 Welcome

    00:51 Special Announcement: 2026 Important Numbers Data Sheet

    01:36 Meet Joe: A Real-Life Case Study

    04:12 The Rule of 55: Accessing Retirement Funds Early

    07:04 Tax Strategies for Early Retirement

    08:04 Health Insurance and ACA Subsidies

    16:25 Combining Strategies for a Tax-Free Retirement

    18:42 Conclusion
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    20 mins
  • 5 Misleading Retirement Beliefs That Can Sabotage Your Future

    5 Misleading Retirement Beliefs That Can Sabotage Your Future
    Dec 13 2025

    Have you ever wondered if certain beliefs about retirement could actually jeopardize your future instead of securing it? In this episode of the Retirement Answers Podcast, Jacob Duke, a certified financial planner, delves into common assumptions that may seem harmless but can quietly derail your retirement plans. Tune in to learn how to identify and overcome these misconceptions for a secure and fulfilling retirement journey.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

    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.

    00:00 Introduction

    01:33 Belief #1: The Magic Number Myth

    02:59 Belief #2: Spending Less in Retirement

    05:45 Belief #3: Skipping the Financial Plan

    10:12 Belief #4: Playing It Too Safe

    14:12 Belief #5: Retirement Equals Happiness

    15:31 Conclusion
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    17 mins
  • 5 Questions You MUST Answer If Retiring Before 65

    5 Questions You MUST Answer If Retiring Before 65
    Nov 28 2025

    Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

    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
    15 mins
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