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 | 154 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationBusiness | |||
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Latest Episodes
Not sure when to take Social Security? Well, in today's episode, I am sharing 5 reasons you shouldn't take your benefits early and the hidden risks of doing so.
👉 Work With Us: www.rivertreewealth.com/get-started
✅ Get your Important Numbe... more
If you don't get things right during this important window of time, your retirement likely won't be what you hoped... This 10 year period of time will determine the trajectory of your entire retirement. Prepare correctly and you will enjoy a fulfilli... more
Confused by the Roth IRA 5-year rule? Did you know there are two different 5-year rules? Well, it can get quite confusing, so this episode is meant to be your complete guide for everything around the Roth 5-year rules.
👉 Work With Us: www.r... more
Are you sure your retirement plan is optimized for the right things? In this episode, I discuss what the true mark of a successful retirement plan is and why most people's plans will fail, just not in the way they expected.
👉 Work With Us: https://... more
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- 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 Podcasts5captjack44
United States2 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 States2 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 States2 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 States3 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 Podcasts5NSBcomberUnited States6 months ago
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Apple Podcasts | #176 | 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 retirement-focused show that covers retirement income planning, taxes, Social Security, insurance, and investing with a clear, actionable approach. Episodes emphasize tax strategies (Roth conversions, tax gain harvesting, income planning), real-world trade-offs between wealth accumulation and a fulfilling life, and phased or partial retirement options. Listeners likely value straightforward explanations, tools, and checklists to implement decisions rather than abstract theory. A standout is the emphasis on timely tax planning and meaningful life outcomes alongside financial optimization, often accompanied by downloadable materials and real-world examples that make complex topics digestible for individuals and advisors alike.
Where can I find podcast stats for Retirement Answers?
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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?
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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 154 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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