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Artwork for Retirement Answers

Retirement Answers

Jacob Duke, CFP®
Retirement Planning
Tax Planning
Roth Conversions
Required Minimum Distributions
Social Security
Health Insurance Subsidies
Roth IRA
Affordable Care Act
Retirement Income Planning
Qualified Charitable Distributions
Retirement Gap Years
Investment Strategies
Asset Location
Financial Planning
Financial Advisors
Minimum Required Distributions
Portfolio Distribution
Investment Returns
Investment Strategy
Flexibility

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

PublishesWeeklyEpisodes144Founded3 years ago
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BusinessEducationInvesting

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Artwork for Retirement Answers

Latest Episodes

Have you ever wondered why so many people dream of early retirement but never actually do it? In this episode, I dive into the most common fears that hold people back from their dream retirement.

👉 Book a call with me: www.rivertreewealth.c... more

What if you could retire earlier than expected, access your savings without penalties, get health insurance subsidies, and pay no taxes for the first few years? Would you believe that's possible? 

In this episode of Retirement Answers, I explain how... more

Have you ever wondered if certain beliefs about retirement could actually jeopardize your future instead of securing it? In this episode of the Retirement Answers Podcast, Jacob Duke, a certified financial planner, delves into common assumptions that... more

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

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

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

Key Facts

Contact Information
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Number of Listeners
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Host

Jacob Duke
Host and certified financial planner with a focus on retirement strategies. He simplifies complex financial concepts and emphasizes the emotional aspects of retirement as well as practical financial guidance.

Reviews

4.9 out of 5 stars from 235 ratings
  • Self-directing recent retiree

    This has quickly become my favorite podcast. The content is so useful and explained in a manner that does not over complicate.

    Apple Podcasts
    5
    NSBcomber
    United States3 months ago
  • Pithy yet Informative

    Useful, easy to understand information on relevant topics around retirement.

    Apple Podcasts
    5
    Uggie V
    United States4 months ago
  • Great Podcast

    Excellent retirement podcast. Jacob presents relevant topics in a clear and concise manner. Highly recommended.

    Apple Podcasts
    5
    HifiGuy61
    United States7 months ago
  • Relevant and practical

    Jacob offers relevant topics as well as information that is needed to reflect on developing a successful retirement.

    Apple Podcasts
    5
    VacaCarolina
    United States8 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 Podcasts
    5
    Restful coffee
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the actionable advice empowering and practical for their retirement planning needs.
Listeners appreciate the straightforward and concise delivery of complex topics related to retirement.
The host is praised for creating a stress-free learning environment that tackles emotional concerns around retirement.
The emphasis on both financial planning and personal well-being resonates strongly with the audience.
Reviewers often mention the clarity and helpfulness of content, contributing to increased confidence in retirement decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

What You Can Do To Avoid The IRA Pro-Rata Rule
Q: How can I separate my after-tax contributions from my traditional IRA for tax purposes?
You cannot separate them; the IRS considers all IRAs as one combined account, meaning you must manage your distributions carefully to avoid paying taxes unnecessarily.
What The Top 1% of Retirees Do Differently From Everyone Else
Q: What do the top 1% believe about paying for advice?
They see paying for advice as an investment to buy back their time rather than a cost.
What The Top 1% of Retirees Do Differently From Everyone Else
Q: How do the top 1% approach investing?
They remain investors and understand the need to keep investing to maintain their lifestyle and manage risks.
What The Top 1% of Retirees Do Differently From Everyone Else
Q: What's different about the mindset of the top 1% of retirees?
They focus on living intentionally and positively impacting their community rather than worrying about running out of money.
Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
Q: Should I just pay estimated taxes to the IRS at the time of the conversion?
It's complicated; taxes from the Roth conversion need to be paid throughout the year, even if the conversion is made at year-end. Underpayment penalties may apply if not done correctly.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Age Range
Household Income
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Frequently Asked Questions About Retirement Answers

What is Retirement Answers about and what kind of topics does it cover?

Aiming to demystify the complexities of retirement planning, the podcast offers listeners a wealth of insights and strategies to enhance their retirement success. Episodes cover a range of topics from tax planning, Social Security, investing, to the emotional aspects of transitioning into retirement. Notably, the host emphasizes both financial and personal fulfillment, addressing the psychological barriers retirees face, such as the fear of underutilizing their savings. By providing actionable advice and real-life anecdotes, the podcast is tailored for individuals who seek a comprehensive understanding of retirement preparations, encouraging them to not only plan financially but also enrich their lives post-retirement.

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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?

To see how many followers or subscribers Retirement Answers has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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 144 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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