All Episodes
Displaying 101 - 120 of 171 in total
3 Estate Planning Must-Haves
Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan. It doesn't have to complicate...
Inherited IRA Rules EXPLAINED (10-Year Rule)
So you inherited an IRA... But now what? Do you have to take all of the money out immediately? Over your lifetime? Within 10 years? The SECURE Act was instituted in 20...
Retirement Planning Do's & Don'ts
There are lots of opinions and ideas around how to properly plan for and live out a successful retirement. Today, I'mis sharing 8 do's & don'ts of retirement planning ...
How Do Presidents Impact the Stock Market?
It's an election year! We will be choosing the next President of the United States later this Fall and times like this often raise a lot of questions in investors' min...
Avoid These 8 Retirement Mistakes
As a retirement planner, I get to see the good and the bad of every retirement plan. All the good decisions and the mistakes that come up. In an effort to help you avo...
BIG NEWS & My Retirement Planning System
I have some big news to share with you... I have launched my own wealth management firm, Rivertree Wealth! I'm excited to continue serving my clients and begin working...
How Do Financial Advisors Get Paid?
Alright... Let's talk about financial advisor fees. Understanding how a financial advisor gets paid can be hard because there are numerous ways an advisor can receive ...
5 Benefits of a Roth IRA in Retirement
Roth IRAs are powerful retirement accounts. You get to pay your tax now, let your investments grow tax-sheltered, and take from the account in retirement TAX-FREE! (Th...
How to Plan for Retirement Gap Years
Maybe you have heard of retirement "gap years" or maybe it's a new concept to you, but how to plan for your retirement gap years is a common question for retirees. The...
How Much Income Will I Need in Retirement?
Trying to figure out how much income you will need in retirement can be challenging to figure out... There are rules of thumb such as 80% of your current, pre-retireme...
The Secret Ingredient to a Successful Retirement
Discover the missing ingredient to a successful retirement in this episode of Retirement Answers with Jacob Duke. Learn why this ingredient is crucial to your retireme...
Should I Take Social Security & Invest It?
In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?" Jacob talks through the following: - Ben...
Should I Prioritize Roth Conversions or Health Insurance Subsidies?
In this episode, Jacob discusses the decision many retirees have to make: prioritizing health insurance subsidies or Roth conversions? He highlights considerations suc...
When is the Best Time to Retire?
"When should I retire?" can be one of the hardest questions to answer. There isn't a perfect answer nor a one-size-fits-all. There are plenty of rules of thumb you cou...
5 Common Retirement Regrets (& How To Avoid Them)
Have you ever heard someone say they weren't enjoying their retirement? Or maybe they were bored or felt lost? Unfortunately, I hear retirees say this more often than ...
Social Security Survivor Benefits: A Complete Guide
Social Security can get confusing very quickly. You have FRAs & PIAs, and Spousal benefits, Survivor benefits, Disability, and your own benefits. And the crazy part is...
Last 5, First 5: The Most Important Years
I've had this concept in my mind lately and wanted to share it with you. It's not groundbreaking or innovative. It's a simple concept that I have labeled "Last 5, Firs...
3 Investment Principles to Live By
Investing can be hard, but it doesn't have to be... What if I said simple is better, and you don't need a crazy strategy to be a successful investor? We all have our o...
The Power of a One-Page Plan
Does retirement scare you or give you anxiety? Do you feel like there is too much to know? Well, you're not alone. Almost everyone I talk to who is trying to retire fe...
Important Numbers to Know in 2024
2024 is right around the corner and there are important changes that you need to know about! In this episode, we are covering: IRA contribution limit increases 401k co...