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 | Twice monthly | Episodes | 166 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducation | |||
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Latest Episodes
Have you been telling yourself you’ll “just work one more year” to make retirement feel safer? In this episode, Jacob Duke explains that the tradeoff isn’t just financial.
Jacob walks through five overlooked costs of working one more year an he enco... more
How much cash should you have set aside as you enter the early years of retirement so you can weather market downturns without constant worry? In this episode of Retirement Answers, Jacob Duke explains Rivertree’s bucket strategy: keep two years of p... more
Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over?
👉 Book a call with me: www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2026 PDF h... more
Do you really need to be saving more for retirement? What if it's costing you something you can't get back? Join me in this episode to hear a different perspective on how much you should be saving for retirement.
👉 Book a call with me: www.... more
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Reviews
- Recommend!
At age 54, almost 4 years ago, I started consuming retirement content. I’ve listened to MANY podcasters, and now follow about 2 dozen podcasts and YT channels that offer content from CREDENTIALED experts with varying approaches to preparing for and living in retirement. Jacob is credible, thoughtful and presents information in a relatable way.
Apple Podcasts5$podcast junkie
United States4 months ago - Good stuff!
Jacob is a straight shooter and knows his stuff. He has some very interesting and informative podcasts. Great retirement information which has been super helpful to me!
Apple Podcasts5captjack44United States7 months ago - Facts without Fear
Jacob does a fabulous job in educating retirees about all the nuances of taxes, healthcare, financial planning. Great work!
Apple Podcasts5morriswjUnited States7 months ago - Love this show!
Jacob is clear and easy to understand! I get so much insight that I can take action on from his podcasts!
Apple Podcasts5GreggandAndreaPhillipsUnited States7 months ago - My favorite retirement show
I save many episodes so that I can go back again to review. I also share episodes with family and friends.
Apple Podcasts5VacaCarolinaUnited States8 months ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #114 | United States/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?
A practical, listener-friendly show focused on retirement income planning, tax efficiency, Social Security timing, and simplifying complex financial concepts for everyday people. Episodes consistently combine actionable steps, real-world scenarios, and clear frameworks (like Roth rule timing, RMD strategies, and bucket approaches) to help listeners align finances with the life they want in retirement. A notable strength is the host's emphasis on holistic planning and life fulfillment, often minimizing sales pitches and prioritizing easy-to-implement guidance for a broad audience of savers, pre-retirees, and current retirees.
What stands out: frequent emphasis on tax planning and Social Security decisions as household issues, practical sequ... more
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How many listeners does Retirement Answers get?
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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. Retirement Starts Today
3. Retirement Planning Education, with Andy Panko
4. Big Picture Retirement®
5. Stay Wealthy Retirement Podcast
How many episodes of Retirement Answers are there?
Retirement Answers launched 4 years ago and published 166 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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