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Artwork for Retirement Answers

Retirement Answers

Jacob Duke, CFP®
Retirement Planning
Social Security
Roth Conversions
Tax Planning
Roth IRA
Investment Strategies
Financial Planning
Required Minimum Distributions
Retirement Income Planning
Medicare
Taxes
Retirement
Affordable Care Act
Tax Gain Harvesting
Investment Strategy
Health Insurance
Estate Planning
Capital Gains
Health Insurance Subsidies
Long-Term Care

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

PublishesWeeklyEpisodes161Founded4 years ago
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Artwork for Retirement Answers

Latest Episodes

Are you worried that required minimum distributions (RMDs) could force unnecessary taxable income and shrink your hard-earned retirement savings? In this episode of Retirement Answers, Jacob Duke explains when RMDs become a real problem, offers a qui... more

Have you ever wondered if certain beliefs or rules of thumb about retirement could actually jeopardize your future instead of secure it? In this episode, Jacob breaks down the 4% and why it doesn't make sense in real life.

👉 Book a call with me: ht... more

You've got the savings, the spreadsheet, maybe even the perfect retirement date circled on your calendar, so what's actually holding you back? In this episode, I get honest about the real reason so many people delay retirement, and it's not the money... more

You've spent decades saving for retirement, but are you about to make the same mistakes thousands of retirees only spot when it's too late? In this episode, I walk through the five biggest regrets I see in my work as a retirement planner, and exactly... more

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Host

Jacob Duke
Host of Retirement Answers

Reviews

4.9 out of 5 stars from 272 ratings
  • 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 Podcasts
    5
    captjack44
    United States5 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 Podcasts
    5
    morriswj
    United States5 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 Podcasts
    5
    GreggandAndreaPhillips
    United States5 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 Podcasts
    5
    VacaCarolina
    United States5 months ago
  • 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 States8 months ago

Listeners Say

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

Clear, actionable retirement guidance that's easy to understand.
Great resource for anyone planning for life after work and maximizing tax efficiency.
No ads, and highly organized explanations that translate complex topics.
Thoughtful and practical—listeners can act on what they hear.

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
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retirement Answers

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

This program offers practical retirement guidance focused on income planning, tax strategy, Social Security timing, and healthcare considerations, with an emphasis on living a purposeful, well-planned retirement. Episodes cover front-end spending, inflation, market-driven withdrawal decisions, and incorporating lifetime income sources, while also exploring mindsets, life goals, and simplifying finances to reduce overwhelm. Listeners can expect concise, actionable frameworks (such as bucketing and Roth strategies) and real-world examples from a fiduciary perspective, often tied to a specific wealth-management approach. A notable trait is the absence of heavy advertising and a strong emphasis on applying concepts to real-life retirement Livin... more

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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. Retirement Starts Today
3. Big Picture Retirement®
4. Retirement Planning Education, with Andy Panko
5. Sound Retirement Radio

How many episodes of Retirement Answers are there?

Retirement Answers launched 4 years ago and published 161 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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