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

Should I Take Social Security & Invest It?

In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?"Jacob talks through the following:- Benef...

Should I Prioritize Roth Conversions or Health Insurance Subsidies?

In this episode, Jacob discusses the decision many retirees have to make: prioritizing health insurance subsidies or Roth conversions? He highlights considerations suc...

When is the Best Time to Retire?

"When should I retire?" can be one of the hardest questions to answer. There isn't a perfect answer nor a one-size-fits-all. There are plenty of rules of thumb you cou...

5 Common Retirement Regrets (& How To Avoid Them)

Have you ever heard someone say they weren't enjoying their retirement? Or maybe they were bored or felt lost?Unfortunately, I hear retirees say this more often than I...

Social Security Survivor Benefits: A Complete Guide

Social Security can get confusing very quickly. You have FRAs & PIAs, and Spousal benefits, Survivor benefits, Disability, and your own benefits.And the crazy part is ...

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