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 6 de 8

Retirement Investing Mistakes & How To Avoid Them 21/11/2023
6 (Common) Roth Conversion Mistakes to Avoid! 14/11/2023
The Complete Guide to Social Security Spousal Benefits 07/11/2023
7 Common Retirement Fears (& How To Overcome Them) 31/10/2023
2024 Social Security COLA & More 24/10/2023
Spending with Confidence in Retirement 17/10/2023
5 Ways to Use a HSA in Retirement 10/10/2023
When Should I Take Social Security? 6 Things to Consider 03/10/2023
Are You Ready For The Next Recession? 26/09/2023
How to Pay 0% Capital Gains Tax 19/09/2023
The Ultimate Guide to 401k Rollovers 12/09/2023
The Ultimate Retirement Checklist: 6 Things To Include in Your Plan 05/09/2023
Backdoor Roth IRA: What it is + How it works 29/08/2023
How to Pay Taxes on Roth Conversions 22/08/2023
The Roth Conversion Sweet Spot 15/08/2023
Watch Out for This BIG Retirement Tax Trap 08/08/2023
The 3 Bucket Retirement Plan 01/08/2023
5% CDs Are Not Good Investments 25/07/2023
Asset Location - How It Saves You Taxes 18/07/2023
5 Things To Do 5 Years From Retirement 11/07/2023
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