Retirement Answers
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 ... more
| Publishes | Weekly | Episodes | 135 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingEducation | |||
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Latest Episodes
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 c... more
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 wit... more
The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some, but for those who were planning to do Roth conversions could have some tough decisions to make.
👉... more
The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other income and how "income stacking" works.
I also share some unintentional drawbacks of capital gains that y... more
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Reviews
- Pithy yet Informative
Useful, easy to understand information on relevant topics around retirement.
Apple Podcasts5Uggie V
United States2 months ago - Great Podcast
Excellent retirement podcast. Jacob presents relevant topics in a clear and concise manner. Highly recommended.
Apple Podcasts5HifiGuy61United States5 months ago - Relevant and practical
Jacob offers relevant topics as well as information that is needed to reflect on developing a successful retirement.
Apple Podcasts5VacaCarolinaUnited States6 months ago - Informative and easy to grasp = empowering
I am under 50 and interested in planning retirement. I am delightful to discover this platform and found it is really empowering. Will recommend it to my community. Thank you Jacob.
Apple Podcasts5Restful coffeeUnited States9 months ago - Very helpful content and to the point!
I just recently discovered this podcast and really enjoyed the episodes I have listened to so far. Jacob is to the point, jumps right in without a lot of irritating theme music, and doesn’t have a bunch of ads interrupting the podcast episode to sell stuff. I have found his advice I have heard so far to be very helpful! New subscriber!
Apple Podcasts5simplifylife29United States9 months ago
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Chart Rankings
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Apple Podcasts | #135 | United States/Business/Investing |
Apple Podcasts | #201 |  Mexico/Business/Investing |
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Frequently Asked Questions About Retirement Answers
What is Retirement Answers about and what kind of topics does it cover?
Content focuses on providing practical and insightful strategies for individuals looking to navigate the complexities of retirement planning. Topics commonly covered include tax implications, Social Security benefits, investment strategies, and comprehensive financial planning to help listeners maximize their retirement income and make informed decisions. The emphasis is on making retirement not just financially sustainable but also fulfilling, encouraging personal engagement and proactivity in planning for one's future. Unique to this platform is the host's approachable teaching style, which demystifies intricate financial topics, making them accessible and actionable for a diverse audience.
Where can I find podcast stats for Retirement Answers?
Rephonic provides a wide range of podcast stats for Retirement Answers. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retirement Answers and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Retirement Answers get?
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What are the audience demographics for Retirement Answers?
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How many subscribers and views does Retirement Answers have?
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Which podcasts are similar to Retirement Answers?
These podcasts share a similar audience with Retirement Answers:
1. Ready For Retirement
2. Big Picture Retirement®
3. Retirement Starts Today
4. Retirement Planning Education, with Andy Panko
5. Sound Retirement Radio
How many episodes of Retirement Answers are there?
Retirement Answers launched 3 years ago and published 135 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Retirement Answers?
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Where can I see ratings and reviews for Retirement Answers?
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