Retirement Answers cover art

Retirement Answers

Retirement Answers

By: Jacob Duke CFP®
Listen for free

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
  • The Roth Conversion MISTAKE Every Retiree Should Avoid

    The Roth Conversion MISTAKE Every Retiree Should Avoid
    Nov 5 2025

    Roth conversions might help you save on taxes in retirement, but that doesn't mean you only need Roth IRAs... In this episode, I share why it's actually tax-efficient to have money in a Traditional IRA.

    👉 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
    12 mins
  • The 2026 Social Security COLA + Who It Applies To

    The 2026 Social Security COLA + Who It Applies To
    Oct 28 2025

    The 2026 Social Security COLA has been announced! I will share what it is, who it applies to, how it's calculated, and why your Social Security claiming strategy impacts your future COLAs.

    👉 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
    7 mins
  • Social Security REGRETS: The Top 5 Mistakes Retirees Make

    Social Security REGRETS: The Top 5 Mistakes Retirees Make
    Oct 25 2025

    Are you sure you are taking Social Security at the right time? Well, in this episode, I share 5 common mistakes retirees make when claiming Social Security and what you should look out for.

    👉 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
    17 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.