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
Stop Avoiding IRMAA!
IRMAA stands for Income Related Monthly Adjustment Amount. In short, it is a surcharge that can be added to your Medicare Part B & D premiums IF you earn to much money...
6 Reasons to Spend Your Roth IRA in Retirement
Having a Roth IRA in retirement can be very powerful. It allows you to make tax-free distributions for retirement income and gives you flexibility around your tax brac...
Navigating Market Volatility in Retirement
It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets and you might be won...
Watch Out for These 5 Investing Mistakes!
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedI've seen a common theme in almost every portfolio review I have done lately...
Tax-Savvy Retirement: Asset Location Explained
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedTax planning is a huge part of building a successful retirement plan. You of...