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
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...
Will My Social Security Be Taxed?
One of the biggest questions around Social Security is, "Will I pay income taxes on my Social Security benefits?"I answer this very question, walk through an example, ...
Is Social Security Going to Run Out?!
In recent years, there has been a growing concern around Social Security going insolvent. There are some truths to these concerns, but there are also many misunderstan...
3 Estate Planning Must-Haves
Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan.It doesn't have to complicated...
Inherited IRA Rules EXPLAINED (10-Year Rule)
So you inherited an IRA... But now what? Do you have to take all of the money out immediately? Over your lifetime? Within 10 years?The SECURE Act was instituted in 202...