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  • Recession-Proof Your Portfolio By Doing THIS

    Recession-Proof Your Portfolio By Doing THIS
    2025/04/25

    What if the market tanks right after you retire? It's important to be prepared and have a plan in place for the 'what-ifs' that could happen. In this weeks Friday Q&A, I answer Carolina's question and share how I like to build portfolios that are recession-proof.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    12 分
  • Why You Should STOP Doing Roth Conversions

    Why You Should STOP Doing Roth Conversions
    2025/04/22

    Roth conversions might be causing you to pay more in taxes compared to simply not doing any Roth conversions. In this episode, I explain how RMDs and your future tax rate could be much lower than the tax rate you would pay today on any Roth conversions you do.

    Roth is great, but it isn't always better.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    15 分
  • Planning for Travel Expenses in Retirement? Ask Yourself These Questions

    Planning for Travel Expenses in Retirement? Ask Yourself These Questions
    2025/04/18

    Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A.

    I share a few things to consider as you plan how much you are going to spend on travel in retirement.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    9 分
  • This is the BEST Way To Do Roth Conversions

    This is the BEST Way To Do Roth Conversions
    2025/04/15

    What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?

    In this episode, I share how you can use a charitable gifting strategy in tandem with your Roth conversions to eliminate the taxes on the conversion. It's like magic, but it's not... It's just strategy!

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    15 分
  • How To Plan For Long-Term Care in Retirement

    How To Plan For Long-Term Care in Retirement
    2025/04/11

    Long-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purchase insurance. In this Friday Q&A, I address Theresa's question about long-term care planning and how I think about it.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    13 分
  • Stock Market Crash? Take Advantage of These 3 Opportunities

    Stock Market Crash? Take Advantage of These 3 Opportunities
    2025/04/08

    The stock market might be taking a hit, but that doesn't mean there aren't opportunities out there. In fact, it's times like these the top 1% make the smartest moves.

    In this episode, I share 3 opportunities that you can take advantage of during market crashes.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    18 分
  • How To Invest AFTER You Retire

    How To Invest AFTER You Retire
    2025/04/01

    You've been investing throughout your entire career and trying to grow your portfolio so you are ready for retirement. But what happens to your investments when get to retirement? Should you make a bunch of changes? Should you be more conservative?

    Join me as I discuss how to approach investing during retirement and a few different things you need to consider.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    21 分
  • Do This To Spend Confidently in Retirement

    Do This To Spend Confidently in Retirement
    2025/03/25

    The fear and unknowns of retirement make it hard for most retirees to spend confidently. In fact, I think spending with confidence in retirement might be the hardest thing to do.

    Will you run out of money? Are you spending too much? What if the market crashes and you never recover?

    All of the "what ifs" lead to under spending in the prime retirement years and dying with more money than you started retirement with. So, in this episode, I share tips on how you can overcome your worries about spending too much in retirement.

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

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    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.
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    16 分