by Jacob Duke, CFP®
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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Publishing Since
12/16/2022
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April 18, 2025
<p>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.</p><p>I share a few things to consider as you plan how much you are going to spend on travel in retirement.</p><p>👉 Book a call with me: https://www.rivertreewealth.com/get-started</p><p>✅ If you want the Important Numbers 2025 PDF, send me an email!</p><p>Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions</p><p>Email: [email protected]<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 Retirement Answers podcast.</p><p>DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.</p>
April 15, 2025
<p>What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?</p><p>In this episode, I share how you can use a charitable gifting strategy in tandem with your Roth conversions to eliminate the taxes on the conversion. It's like magic, but it's not... It's just strategy!</p><p>👉 Book a call with me: https://www.rivertreewealth.com/get-started</p><p>✅ If you want the Important Numbers 2025 PDF, send me an email!</p><p>Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions</p><p>Email: [email protected]<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 Retirement Answers podcast.</p><p>DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.</p>
April 11, 2025
<p>Long-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purchase insurance. In this Friday Q&A, I address Theresa's question about long-term care planning and how I think about it.</p><p>👉 Book a call with me: https://www.rivertreewealth.com/get-started</p><p>✅ If you want the Important Numbers 2025 PDF, send me an email!</p><p>Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions</p><p>Email: [email protected]<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 Retirement Answers podcast.</p><p>DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.</p>
James Conole, CFP®
Benjamin Brandt CFP®, RICP®
Devin Carroll, CFP® & John Ross, JD
Andy Panko
Jason Parker
Casey Weade
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Taylor Schulte, CFP®
Ari Taublieb, CFP®, MBA
Jim Saulnier, CFP® & Chris Stein, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Steve Chen
Wes Moss
Wade Pfau & Alex Murguia
The Great Retirement Debate with Ed Slott & Jeffrey Levine
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