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

Mostrando página 2 de 8

Retirement Tax Planning: What It Is (Actually) + Why It Matters 28/07/2025
The Widow's Tax Trap: What Is It & How To Avoid It 15/07/2025
8 Important (But Little-Known) Rules To Know Before You Retire 05/07/2025
5 Things to STOP Doing Before You Retire (And What To Do Instead) 27/06/2025
18 Signs You Are Better Prepared for Retirement Than Most People 17/06/2025
Retire NOW If You Answer YES to These 5 Questions 11/06/2025
Why This Account Changes Everything in Retirement 03/06/2025
Why Converting Everything to Roth is a MISTAKE 28/05/2025
What Most Retirees Don't Know About Social Security Survivor Benefits 20/05/2025
Social Security Spousal Benefits - Avoid These Common Mistakes 13/05/2025
What You Can Do To Avoid The IRA Pro-Rata Rule 09/05/2025
What The Top 1% of Retirees Do Differently From Everyone Else 06/05/2025
Why Your Roth Conversion Could Trigger Unexpected Tax Penalties 02/05/2025
10 Retirement Hacks That Will Save You Money 29/04/2025
Recession-Proof Your Portfolio By Doing THIS 25/04/2025
Why You Should STOP Doing Roth Conversions 22/04/2025
Planning for Travel Expenses in Retirement? Ask Yourself These Questions 18/04/2025
This is the BEST Way To Do Roth Conversions 15/04/2025
How To Plan For Long-Term Care in Retirement 11/04/2025
Stock Market Crash? Take Advantage of These 3 Opportunities 08/04/2025
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