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
8 Common Mistakes That Could Ruin Your Retirement
There are plenty of mistakes that can be made when planning for retirement, so I want to warn you about 8 common mistakes that I see.We will talk about the importance ...
The TRUTH About Social Security Taxation: How It Actually Works
👉 Book a call with me 👉 https://www.rivertreewealth.com/get-started__________________________________✅ If you want the Important Numbers 2025 PDF, send me an email!Ema...
Pension vs Lump Sum - Friday Q&A
In this episode of the Friday Q&A, Jacob discusses a listener's dilemma of choosing between taking a lump sum or opting for a monthly pension in retirement. With a det...
4 Reasons to Retire ASAP
Still trying to figure out when you are going to retire? Do you have a specific age in mind? It can be hard to decide and then actually go through with it because of t...
Friday Q&A: Why Am I So Anxious About Retirement?
In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financial standing. Disco...