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
The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)
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 ...
The Lie That's Holding You Back From Retirement
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 h...
Avoid These 5 Retirement Mistakes Before It’s Too Late
You've spent decades saving for retirement, but are you about to make the same mistakes thousands of retirees only spot when it's too late? In this episode, I walk thr...
Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix
You're saving for retirement, but are you saving too much into the wrong accounts? Most retirees don't realize this common issue until it's too late.In this episode, I...
The Mental Trap That's Sabotaging Your Retirement
Have you ever wondered if chasing “more” could actually make retirement harder instead of better? In this episode of Retirement Answers, Jacob is sharing how “more is ...