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!
Latest Episodes
5 Misleading Retirement Beliefs That Can Sabotage Your Future
Have you ever wondered if certain beliefs about retirement could actually jeopardize your future instead of securing it? In this episode of the Retirement Answers Podc...
5 Questions You MUST Answer If Retiring Before 65
Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Im...
This Is The Roth Conversion SWEET SPOT
What ingredients make for the most optimal Roth conversions? In this episode, I explain what the Roth conversion sweet spot is and why this period of time is the best ...
Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important lesson that I think an...
The Roth Conversion MISTAKE Every Retiree Should Avoid
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 ...