All Episodes
Displaying 1 - 20 of 171 in total
Retiring in 2027? These Are the 7 Decisions You Need to Make Right Now
If you’re planning to retire in 2027, the clock is already ticking on the decisions that matter most. In this episode, I walk through the seven things you need to figu...
The Biggest Financial Mistake Retirees Make in Their First 5 Years
In this episode, Jacob explains why many retirees make an innocent financial mistake: not spending enough due to fear. He unpacks how a lifetime of saving and watching...
The First 5 Years of Retirement Matter More Than You Think
The first five years after you stop working can make or break your retirement—not because of how much you saved, but because of how you start spending it. Listen in as...
9 Things You Can Do With Your HSA in Retirement (And What You Can’t)
So you have a large HSA in retirement, but what can you really do with it? HSAs are perhaps the most tax-advantaged account out of them all... Better than IRAs and Rot...
Most Retirees Don’t Realize They Can Pay No Taxes Using This Strategy
What if you could pull $100,000 from your portfolio this year to live on, but only $30,000 or $40,000 of it actually counted as taxable income? It sounds too good to b...
Working One More Year is Costing You More Than You Realize
Have you been telling yourself you’ll “just work one more year” to make retirement feel safer? In this episode, Jacob Duke explains that the tradeoff isn’t just financ...
How Much Cash Should You Hold in Retirement? (2026 Update)
How much cash should you have set aside as you enter the early years of retirement so you can weather market downturns without constant worry? In this episode of Retir...
Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?
Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over? 👉 Book a call with me: htt...
Stop Saving For Retirement... (Here's Why)
Do you really need to be saving more for retirement? What if it's costing you something you can't get back? Join me in this episode to hear a different perspective on ...
Are You Waiting Too Long to Sell Winning Investments?
Why haven't you sold that investment that has made you a lot of money? What's stopping you? I'm hearing the question "What should I do with my big winners?" a lot more...
What Are the Best Strategies for Reducing RMDs?
Are you worried that required minimum distributions (RMDs) could force unnecessary taxable income and shrink your hard-earned retirement savings? In this episode of Re...
The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)
Have you ever wondered if certain beliefs or rules of thumb about retirement could actually jeopardize your future instead of secure it? In this episode, Jacob breaks ...
The Lie That's Holding You Back From Retirement
You've got the savings, the spreadsheet, maybe even the perfect retirement date circled on your calendar, so what's actually holding you back? In this episode, I get h...
Avoid These 5 Retirement Mistakes Before It’s Too Late
You've spent decades saving for retirement, but are you about to make the same mistakes thousands of retirees only spot when it's too late? In this episode, I walk thr...
Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix
You're saving for retirement, but are you saving too much into the wrong accounts? Most retirees don't realize this common issue until it's too late. In this episode, ...
The Mental Trap That's Sabotaging Your Retirement
Have you ever wondered if chasing “more” could actually make retirement harder instead of better? In this episode of Retirement Answers, Jacob is sharing how “more is ...
Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)
Some of the biggest retirement mistakes don’t show up until it’s too late to fix them. Today, I’m breaking down 8 costly mistakes I see over and over again and how to ...
5 Reasons NOT To Claim Social Security Early
Not sure when to take Social Security? Well, in today's episode, I am sharing 5 reasons you shouldn't take your benefits early and the hidden risks of doing so. 👉 Work...
These Are The Most Important Years of Retirement
If you don't get things right during this important window of time, your retirement likely won't be what you hoped... This 10 year period of time will determine the tr...
The Roth IRA 5-Year Rule Explained (Ultimate Guide)
Confused by the Roth IRA 5-year rule? Did you know there are two different 5-year rules? Well, it can get quite confusing, so this episode is meant to be your complete...