Most Retirement Plans Look Good on Paper, But FAIL in Reality
Are you sure your retirement plan is optimized for the right things? In this episode, I discuss what the true mark of a successful retirement plan is and why most people's plans will fail, just not in the way they expected.
👉 See If You're a Fit: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
👉 See If You're a Fit: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
