Retirement Answers

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!

Retirement Answers is a business podcast hosted by Jacob Duke, CFP®, with 164 episodes on record and a Required Pod Score of 83. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jacob Duke, CFP® hosts Retirement Answers, a business show with 164 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #160

  Stop Saving For Retirement... (Here's Why)

  Jul 15, 202612 min

  Do you really need to be saving more for retirement? What if it's costing you something you can't get back? Join me in this episode to hear a different perspective on how much you should be saving for retirement. 👉 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.

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  Episode #159

  Are You Waiting Too Long to Sell Winning Investments?

  Jul 4, 202619 min

  Why haven't you sold that investment that has made you a lot of money? What's stopping you? I'm hearing the question "What should I do with my big winners?" a lot more lately, so I wanted to give you some ideas on how to think about this. 👉 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.

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  Episode #158

  What Are the Best Strategies for Reducing RMDs?

  Jun 16, 202627 min

  Are you worried that required minimum distributions (RMDs) could force unnecessary taxable income and shrink your hard-earned retirement savings? In this episode of Retirement Answers, Jacob Duke explains when RMDs become a real problem, offers a quick rule of thumb based on how much you hold in tax-deferred accounts, and walks through five ways to reduce future RMDs. 👉 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 Retirement Rule Frustrations 00:51 When RMDs Become a Problem 03:10 Gap Years Tax Planning 03:33 Asset Location Strategy 08:40 Roth Conversions Explained 13:32 Delay Social Security Benefits 18:40 QCDs for Charitable Giving 21:22 Spend More Before RMDs 25:40 Wrap Up

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  Episode #157

  The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)

  May 29, 202614 minS0

  <p>Have you ever wondered if certain beliefs or rules of thumb about retirement could actually jeopardize your future instead of secure it? In this episode, Jacob breaks down the 4% and why it doesn't make sense in real life.</p><p>👉 Book a call with me: https://www.rivertreewealth.com/get-started</p><p>✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers</p><p>Email: jacob@rivertreewealth.com<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 R...

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  Episode #156

  The Lie That's Holding You Back From Retirement

  May 22, 202613 minS0

  <p>You've got the savings, the spreadsheet, maybe even the perfect retirement date circled on your calendar, so what's actually holding you back? In this episode, I get honest about the real reason so many people delay retirement, and it's not the money. I share two personal stories and the mindset shift that can help you finally step forward.</p><p><br></p><p>👉 Work With Us: https://www.rivertreewealth.com/get-started </p><p><br></p><p>✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers </p><p><br></p><p>Email: jacob@rivertreewealth.com </p><p>Website: https...

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