『Retirement Answers』のカバーアート

Retirement Answers

Retirement Answers

著者： Jacob Duke CFP®
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概要

 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!2022-2025 Retirement Answers 個人ファイナンス 経済学
エピソード
  • 4 Reasons You Should Take Social Security at 62

    4 Reasons You Should Take Social Security at 62
    2026/01/29

    Are you still trying to decide when to take Social Security? Well, in this episode, I am deviating from my normal stance to share 4 reasons you might want to take your benefits ASAP rather than delay. And be sure to listen to the end, because I share why using a traditional break even analysis in your decision making process is not a good idea.

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.


    00:00 Introduction

    01:31 Reason 1

    03:07 Reason 2

    04:19 Reason 3

    06:10 Reason 4

    07:51 The Flaws of Break Even Analysis

    12:28 Conclusion
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    14 分
  • Don't Retire Yet - Try This Instead

    Don't Retire Yet - Try This Instead
    2026/01/26

    Are you anxious about an abrupt transition to retirement? In this episode of Retirement Answers, I share the concept of phased retirement, where you can gradually reduce work hours or stress levels instead of stopping work entirely. I explain the financial and emotional benefits, offering practical advice for a smoother, more comfortable path to retirement.

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

    00:00 Introduction

    00:48 The Anxiety of Full Retirement

    01:25 Phased Retirement: A New Approach

    02:37 Changes in Retirement Landscape

    04:04 Practical Steps for Phased Retirement

    05:17 Employer Negotiations and Alternatives

    07:53 Consulting and Part-Time Work Options

    11:45 Financial and Health Benefits

    15:39 Finding Purpose in Retirement

    17:19 Conclusion
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    19 分
  • The Big HSA Mistake Retirees Don’t Know They Are Making

    The Big HSA Mistake Retirees Don’t Know They Are Making
    2026/01/08

    Have you ever wondered if your HSA contributions could cause unexpected issues as you approach retirement? In this episode, I highlight potential risks and mistakes that individuals near or in retirement might encounter with their HSAs.

    Specifically around scenarios such as switching into an HSA plan mid-year, transitioning out of an HSA plan mid-year, and moving from an HSA plan to Medicare.

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

    00:00 Intro

    00:35 Understanding HSA Contributions and Limits

    04:50 Scenario 1: Switching to an HSA Plan Mid-Year

    07:42 Scenario 2: Switching Out of an HSA Plan Mid-Year

    12:59 Scenario 3: Transitioning from HSA to Medicare

    18:27 Key Takeaways and Final Thoughts
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    20 分
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