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  • 5 Things to STOP Doing Before You Retire (And What To Do Instead)

    5 Things to STOP Doing Before You Retire (And What To Do Instead)
    2025/06/27

    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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    16 分
  • 18 Signs You Are Better Prepared for Retirement Than Most People

    18 Signs You Are Better Prepared for Retirement Than Most People
    2025/06/17

    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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    27 分
  • Retire NOW If You Answer YES to These 5 Questions

    Retire NOW If You Answer YES to These 5 Questions
    2025/06/11

    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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    16 分
  • Why This Account Changes Everything in Retirement

    Why This Account Changes Everything in Retirement
    2025/06/03

    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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    16 分
  • Why Converting Everything to Roth is a MISTAKE

    Why Converting Everything to Roth is a MISTAKE
    2025/05/28

    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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    18 分
  • What Most Retirees Don't Know About Social Security Survivor Benefits

    What Most Retirees Don't Know About Social Security Survivor Benefits
    2025/05/20

    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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    26 分
  • Social Security Spousal Benefits - Avoid These Common Mistakes

    Social Security Spousal Benefits - Avoid These Common Mistakes
    2025/05/13

    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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    15 分
  • What You Can Do To Avoid The IRA Pro-Rata Rule

    What You Can Do To Avoid The IRA Pro-Rata Rule
    2025/05/09

    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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    8 分