All Episodes
Displaying 41 - 60 of 137 in total
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...
5 Strategies To Lower Your Required Minimum Distributions (RMDs)
When you turn 73 or 75, you will be required to begin taking money from your tax-deferred IRAs, 401ks, 403bs, etc. This is through what is called Required Minimum Dist...
Friday Q&A: Should We Pay Off Our House?
In the first episode of the Friday Q&A series,I address a viewer's question about whether to pay off their house before retirement. The husband is close to retirement ...
Should I Pay Off My Mortgage Before Retirement?
One of the biggest factors in your ability to retire is whether or not you have debt. If you have no debt, retirement becomes that much easier. BUT does that mean you ...
Is NOW A Good Time To Buy Stocks?
"The market is at all-time highs! We are due for a recession! I'm going to wait for the next pullback..."These the statements we all tell ourselves, but we shouldn't f...
Ask This Question BEFORE You Retire
Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?These ar...
Here's When You Should Do Roth Conversions
Trying to figure out when you should do Roth conversions? In this episode, I share the optimal times to do Roth conversions so that you get the most out of this import...
How Much Cash Should I Hold in Retirement?
How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a s...
Stop Avoiding IRMAA!
IRMAA stands for Income Related Monthly Adjustment Amount. In short, it is a surcharge that can be added to your Medicare Part B & D premiums IF you earn to much money...
6 Reasons to Spend Your Roth IRA in Retirement
Having a Roth IRA in retirement can be very powerful. It allows you to make tax-free distributions for retirement income and gives you flexibility around your tax brac...
Navigating Market Volatility in Retirement
It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets and you might be won...
Watch Out for These 5 Investing Mistakes!
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedI've seen a common theme in almost every portfolio review I have done lately...
Tax-Savvy Retirement: Asset Location Explained
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedTax planning is a huge part of building a successful retirement plan. You of...