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
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...
5 Ways to Reduce Your RMDs (& SAVE BIG)
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedRequired Minimum Distributions (RMD) aren't the worst thing in the world, bu...
Where Should I Pull Funds From First in Retirement?
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedNot sure where to pull income from first in retirement? It can be a overwhel...
7 Reasons NOT To Do Roth Conversions
Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they shouldn't be doing a...
How Much Money Do You ACTUALLY Need To Retire?
Need a custom retirement plan? 👉 Get started today: https://www.rivertreewealth.com/get-startedWondering if you have enough money saved up to retire comfortably in 202...