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  • 5 Questions You MUST Answer If Retiring Before 65

    5 Questions You MUST Answer If Retiring Before 65
    2025/11/28

    Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    15 分
  • This Is The Roth Conversion SWEET SPOT

    This Is The Roth Conversion SWEET SPOT
    2025/11/25

    What ingredients make for the most optimal Roth conversions? In this episode, I explain what the Roth conversion sweet spot is and why this period of time is the best time to do conversions.

    📋 Get Your FREE Checklist here: https://www.rivertreewealth.com/roth-conversion-sweet-spot-checklist

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    16 分
  • Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)

    Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
    2025/11/18

    You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important lesson that I think anyone who is preparing for retirement needs to understand.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    17 分
  • The Roth Conversion MISTAKE Every Retiree Should Avoid

    The Roth Conversion MISTAKE Every Retiree Should Avoid
    2025/11/05

    Roth conversions might help you save on taxes in retirement, but that doesn't mean you only need Roth IRAs... In this episode, I share why it's actually tax-efficient to have money in a Traditional IRA.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    12 分
  • The 2026 Social Security COLA + Who It Applies To

    The 2026 Social Security COLA + Who It Applies To
    2025/10/28

    The 2026 Social Security COLA has been announced! I will share what it is, who it applies to, how it's calculated, and why your Social Security claiming strategy impacts your future COLAs.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    7 分
  • Social Security REGRETS: The Top 5 Mistakes Retirees Make

    Social Security REGRETS: The Top 5 Mistakes Retirees Make
    2025/10/25

    Are you sure you are taking Social Security at the right time? Well, in this episode, I share 5 common mistakes retirees make when claiming Social Security and what you should look out for.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    17 分
  • Why Retirees with $1M Actually End Up With TOO MUCH

    Why Retirees with $1M Actually End Up With TOO MUCH
    2025/10/15

    Are you making the same mistake many other retirees make? If so, you could end up missing out on a lot right now, and have more money that you ever need later in life. In this episode, I talk about the underspending epidemic among retirees and what causes it.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
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    15 分
  • Are You Optimizing Social Security For The WRONG Thing?

    Are You Optimizing Social Security For The WRONG Thing?
    2025/10/09

    Is a break even analysis or trying to get the maximum lifetime benefits from Social Security the wrong way to optimize your benefits? In this episode I share an different idea with you about your Social Security claiming strategy.

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

    ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

    Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd

    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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    10 分