Retirement Answers

Retirement Answers

Por: Jacob Duke, CFP®
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!
147 episodios disponibles

Latest episodes of the podcast Retirement Answers

The Big HSA Mistake Retirees Don’t Know They Are Making 08/01/2026
New 2026 Tax Brackets, Standard Deductions & More! 01/01/2026
MAJOR Changes To 401k Catch-Up Contributions in 2026 30/12/2025
4 Retirement Fears to STOP Believing After You Reach 50 23/12/2025
Don't Retire Early Without Understanding THIS Tax Strategy First 16/12/2025
5 Misleading Retirement Beliefs That Can Sabotage Your Future 13/12/2025
5 Questions You MUST Answer If Retiring Before 65 28/11/2025
This Is The Roth Conversion SWEET SPOT 25/11/2025
Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire) 18/11/2025
The Roth Conversion MISTAKE Every Retiree Should Avoid 05/11/2025
The 2026 Social Security COLA + Who It Applies To 28/10/2025
Social Security REGRETS: The Top 5 Mistakes Retirees Make 25/10/2025
Why Retirees with $1M Actually End Up With TOO MUCH 15/10/2025
Are You Optimizing Social Security For The WRONG Thing? 09/10/2025
Roth Conversions Just Got More Complicated (OBBBA Update) 29/09/2025
Can Capital Gains Push Me Into a Higher Tax Bracket? 17/09/2025
Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom 02/09/2025
Are You Over-Saving For Retirement? Here's How You Could Be Sabotaging Yourself 26/08/2025
How To Create Tax-Free Income In Retirement WITHOUT A Roth IRA 19/08/2025
These 5 Tax Mistakes Will Waste Your Retirement Savings 16/08/2025
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