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
Retirement Tax Planning: What It Is (Actually) + Why It Matters
Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understan...
The Widow's Tax Trap: What Is It & How To Avoid It
There is a tax trap waiting on retired couples, but most don't know about it until it's too late. In this episode, I share what the Widow's Tax Trap is and how you can...
8 Important (But Little-Known) Rules To Know Before You Retire
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 enter...
5 Things to STOP Doing Before You Retire (And What To Do Instead)
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 ...
18 Signs You Are Better Prepared for Retirement Than Most People
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:...