All Episodes
Displaying 21 - 40 of 129 in total
How To Plan For Long-Term Care in Retirement
Long-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purchase insurance. In t...
Stock Market Crash? Take Advantage of These 3 Opportunities
The stock market might be taking a hit, but that doesn't mean there aren't opportunities out there. In fact, it's times like these the top 1% make the smartest moves.I...
How To Invest AFTER You Retire
You've been investing throughout your entire career and trying to grow your portfolio so you are ready for retirement. But what happens to your investments when get to...
DO THIS To Spend Confidently in Retirement
The fear and unknowns of retirement make it hard for most retirees to spend confidently. In fact, I think spending with confidence in retirement might be the hardest t...
Sequence of Returns Risk: Should You Retire During a Recession?
What happens if the market goes down dramatically right when I retire? That's a big question on most retirees & pre-retirees minds, so in this episode, I walk through ...
Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
In this episode, I share the two Roth IRA 5-year rules that you should know about. Additionally, I provide a HUGE tip that will help you out when doing Roth conversion...
6 Financial Goals to Reach By Age 60
If you can have these 6 things figured out by the time you are 60, your retirement will be that much more successful and enjoyable.👉 Book a call with me: https://www.r...
How To Avoid The RMD Tax Trap
If you aren't paying attention, a huge tax bomb could arise later in retirement. This tax bomb comes in the form of RMDs... But finding ways to minimize your RMDs will...
Every Retirement Plan Has This MAJOR Problem
As you approach retirement, you likely want to have everything planned out perfectly... When you are going to start taking Social Security?When to do Roth conversions?...
5 Hidden Costs That Catch Retirees Off Guard
Do you ever wonder what you might be missing as you plan for retirement? There's so much to think about and plan for that certain things can easily slip through the cr...
The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
The Backdoor Roth might be the greatest tax loophole for high income individuals… But 99% of people have no idea how to do it correctly. So, in this episode, I’m going...
6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, ...
Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
Wait... You're telling me I can sell $126k of gains in my brokerage account and pay no tax on those gains? Yes! (And the best part is... it's legal) Join me as I share...
Every Good Retirement Plan Includes These 6 Things
How do you know if your retirement plan is good or not? And what are the different things you need to include in your plan? That's what I discuss in this episode becau...
If You Want to Retire in 2025, Do These 5 Things First
As you prepare for you upcoming retirement, there a few thing you can do to give you the best chance at the retirement of your dreams. In this episode, I share 5 thing...
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...