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Retirement Answers
모두 재생(하지 않음)으로 표시
Manage series 3436785
Jacob Duke, CFP® and Jacob Duke에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jacob Duke, CFP® and Jacob Duke 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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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125 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3436785
Jacob Duke, CFP® and Jacob Duke에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jacob Duke, CFP® and Jacob Duke 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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!
…
continue reading
125 에피소드
모든 에피소드
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Retirement Answers

1 8 Important (But Little-Known) Rules To Know Before You Retire 18:51
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There are so many little details and rules to know about as you head into retirement and today I'm sharing 8 rules that I think everyone should know about before entering retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

1 5 Things to STOP Doing Before You Retire (And What To Do Instead) 16:02
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Getting close to retirement? Here are 5 things you should stop doing before you get started. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

1 18 Signs You Are Better Prepared for Retirement Than Most People 27:27
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Wondering if you are behind on your retirement plan? You are probably more prepared than you think and these 18 signs are good indicators! 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

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! 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

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

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

1 What Most Retirees Don't Know About Social Security Survivor Benefits 25:38
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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. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

1 Social Security Spousal Benefits - Avoid These Common Mistakes 14:54
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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. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

Do you have after-tax money in your Traditional IRA? Well, when it comes time to make distributions or do Roth conversions, you could unknowingly pay more in tax that you otherwise have to if you aren't aware of the IRA Pro-Rata rule or how you can fix this issue before it becomes a problem. In this week's Friday Q&A, I answer James' question on this specific topic. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

1 What The Top 1% of Retirees Do Differently From Everyone Else 15:12
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The top retirees approach retirement completely different from everyone else. They have an abundance mindset and live with intentionally, and that's what I discuss in today's episode. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

1 Why Your Roth Conversion Could Trigger Unexpected Tax Penalties 17:01
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Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you. In this Friday Q&A, we answer the following questions: How are dividends taxed in different account types? If I do a Roth conversion, do I need to make estimated tax payments or can I just pay when I file my taxes? 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

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

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

Roth conversions might be causing you to pay more in taxes compared to simply not doing any Roth conversions. In this episode, I explain how RMDs and your future tax rate could be much lower than the tax rate you would pay today on any Roth conversions you do. Roth is great, but it isn't always better. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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Retirement Answers

1 Planning for Travel Expenses in Retirement? Ask Yourself These Questions 9:22
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Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A. I share a few things to consider as you plan how much you are going to spend on travel in retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ 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: 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.…
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