Retirement Answers

In this episode of Retirement Answers, I share 3 things that you should do before you retire. 1. Build Cash 2. Calculate Monthly Spending 3. Write Out Your Goals/Dreams I hope this helps you plan a more successful retirement!

In this episode I discuss the 3 questions my clients are asking about right now. - What should I know about the SECURE Act 2.0? - Should I be making changes to my investments? - Should I retire in 2023? Tune in to this episode to hear my answers to these questions.

Ever wonder if you can take money from your Roth IRA before age 59.5? Well, the short answer is yes, you can. But tune into today's episode to learn more about the order in which Roth IRA distributions occur and how you can use this to your advantage in your retirement plan.

In this episode of Retirement Answers, I discuss the things you need to know about Social Security survivor benefits. I see people often confuse survivor and spousal benefits, so I wanted to answer a question I received about survivor benefits and how they are different from spousal benefits. Enjoy!

We all know about IRAs and 401ks, but are there other ways to optimize your retirement savings? Yes, and it involves the investment account. In this episode of Retirement Answers, I discuss some of the potential tax issues that lie in waiting if all of your retirement assets are in tax-deferred accounts and provide some ideas around how you lower that future tax risk.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ If you want the Important Numbers 2025 PDF, send me an email!Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-questionEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

Are you curious about the requirements to get the Social Security COLA? This episodes clears up any confusion around COLAs and what has to happen for you to qualify.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ If you want the Important Numbers 2025 PDF, send me an email!Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-questionEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

So, you know about the Social Security spousal benefit, but do you understand it completely? This episode of retirement answers tells you everything you should know about how spousal benefits work and how your Social Security elections could change the spousal benefit you receive.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ If you want the Important Numbers 2025 PDF, send me an email!Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-questionEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

Welcome to Retirement Answers! This is a quick introductory episode explaining what you can expect from the show moving forward. I invite you to subscribe so you do not miss any future episodes where I will be answering some of the most important retirement questions I receive on a daily basis. 👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ If you want the Important Numbers 2025 PDF, send me an email!Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/ask-a-questionEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.