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- 🇺🇸US · Investing#1815K to 30K
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2.5K to 15K🎙 ~2x weekly·155 episodes·Last published 1w ago - Monthly Reach
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5K to 30K🇺🇸100% - Active Followers
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2K to 12K
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From 13 epsHost
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Recent episodes
What Are the Best Strategies for Reducing RMDs?
Jun 16, 2026
27m 07s
The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)
May 29, 2026
13m 37s
The Lie That's Holding You Back From Retirement
May 22, 2026
13m 01s
Avoid These 5 Retirement Mistakes Before It’s Too Late
May 12, 2026
16m 02s
Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix
May 6, 2026
21m 37s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/16/26 | What Are the Best Strategies for Reducing RMDs? | 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 quick rule of thumb based on how much you hold in tax-deferred accounts, and walks through five ways to reduce future RMDs.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Retirement Rule Frustrations00:51 When RMDs Become a Problem03:10 Gap Years Tax Planning03:33 Asset Location Strategy08:40 Roth Conversions Explained13:32 Delay Social Security Benefits18:40 QCDs for Charitable Giving21:22 Spend More Before RMDs25:40 Wrap Up | 27m 07s | ||||||
| 5/29/26 | The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)✨ | retirement income strategy4% rule+3 | — | Rivertree WealthLinkedIn+1 | — | 4% ruleretirement strategy+3 | — | 13m 37s | |
| 5/22/26 | The Lie That's Holding You Back From Retirement✨ | retirement planningmindset shift+4 | — | Rivertree WealthLinkedIn | — | retirementmindset+4 | — | 13m 01s | |
| 5/12/26 | Avoid These 5 Retirement Mistakes Before It’s Too Late✨ | retirement planninginvestment mistakes+3 | — | Rivertree Wealth | — | retirement mistakesSocial Security+3 | — | 16m 02s | |
| 5/6/26 | Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix✨ | retirement savings401(k)+3 | — | Rivertree WealthLinkedIn | — | 401(k)retirement planning+5 | — | 21m 37s | |
| 4/24/26 | The Mental Trap That's Sabotaging Your Retirement✨ | retirement planningfinancial mindset+3 | — | Rivertree WealthLinkedIn | — | retirementmoney+5 | — | 14m 03s | |
| 4/1/26 | Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)✨ | retirement mistakesfinancial planning+3 | — | Rivertree WealthLinkedIn | — | retirementfinancial mistakes+3 | — | 26m 19s | |
| 3/21/26 | 5 Reasons NOT To Claim Social Security Early✨ | Social Securityretirement planning+3 | — | Rivertree WealthLinkedIn | — | Social Securityretirement+3 | — | 15m 21s | |
| 3/13/26 | These Are The Most Important Years of Retirement✨ | retirement planningfinancial preparation+3 | — | Rivertree WealthLinkedIn+1 | — | retirementfinancial planning+3 | — | 15m 43s | |
| 3/3/26 | The Roth IRA 5-Year Rule Explained (Ultimate Guide)✨ | Roth IRA5-year rule+3 | — | Rivertree WealthLinkedIn | — | Roth IRA5-year rule+4 | — | 16m 58s | |
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| 2/25/26 | Most Retirement Plans Look Good on Paper, But FAIL in Reality✨ | retirement planningfinancial optimization+3 | — | Rivertree WealthLinkedIn | — | retirement planfinancial advice+3 | — | 11m 40s | |
| 2/19/26 | 7 MAJOR Benefits of a Brokerage Account in Retirement✨ | brokerage accountsretirement planning+4 | — | Rivertree WealthLinkedIn+4 | — | brokerage accountretirement benefits+5 | — | 21m 03s | |
| 1/29/26 | 4 Reasons You Should Take Social Security at 62✨ | Social SecurityRetirement Planning+3 | — | Rivertree Wealth | — | Social Securityretirement age+3 | — | 13m 37s | |
| 1/26/26 | Don't Retire Yet - Try This Instead✨ | phased retirementfinancial benefits+3 | — | Rivertree WealthLinkedIn | — | phased retirementretirement planning+3 | — | 18m 55s | |
| 1/8/26 | The Big HSA Mistake Retirees Don’t Know They Are Making | Have you ever wondered if your HSA contributions could cause unexpected issues as you approach retirement? In this episode, I highlight potential risks and mistakes that individuals near or in retirement might encounter with their HSAs. Specifically around scenarios such as switching into an HSA plan mid-year, transitioning out of an HSA plan mid-year, and moving from an HSA plan to Medicare. 👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Intro00:35 Understanding HSA Contributions and Limits04:50 Scenario 1: Switching to an HSA Plan Mid-Year07:42 Scenario 2: Switching Out of an HSA Plan Mid-Year12:59 Scenario 3: Transitioning from HSA to Medicare18:27 Key Takeaways and Final Thoughts | 20m 11s | ||||||
| 1/1/26 | New 2026 Tax Brackets, Standard Deductions & More! | Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA brackets, provisional income brackets, and more.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Introduction01:23 Federal Income Tax Brackets for 202602:10 Standard Deductions and Additional Deductions04:42 Long-Term Capital Gains Brackets06:37 Retirement Contribution Limits08:09 Roth IRA and Traditional IRA Rules13:07 Medicare Premiums and IRMAA Surcharges16:20 Social Security Taxation19:16 Final Thoughts | 20m 03s | ||||||
| 12/30/25 | MAJOR Changes To 401k Catch-Up Contributions in 2026 | If you're 50+ and making catching catch-up contributions to your employer 401k plan, this episode is for you. In 2026, you might have to change how you save to your employer plan if you earn to much money. In this episode, I share what you need to know about these new rules and how you can save with intention.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Intro00:43 Updated Contribution Limits for 202601:25 Special Catch-Up Contributions for Ages 60-6302:16 IRA Contribution Limits for 202603:13 New Rules for High Earners05:22 Nuances and Exceptions11:03 Strategizing Your Contributions15:51 Conclusion & Final Thoughts | 17m 43s | ||||||
| 12/23/25 | 4 Retirement Fears to STOP Believing After You Reach 50 | 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: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Introduction01:48 Fear #104:55 Fear #210:33 Fear #315:00 Fear #418:56 What's Next? | 20m 53s | ||||||
| 12/16/25 | Don't Retire Early Without Understanding THIS Tax Strategy First | 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 it can be done using a case study of a client named Joe where I break down the strategies and financial maneuvers used to help him retire at 55.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Welcome00:51 Special Announcement: 2026 Important Numbers Data Sheet01:36 Meet Joe: A Real-Life Case Study04:12 The Rule of 55: Accessing Retirement Funds Early07:04 Tax Strategies for Early Retirement08:04 Health Insurance and ACA Subsidies16:25 Combining Strategies for a Tax-Free Retirement18:42 Conclusion | 19m 33s | ||||||
| 12/13/25 | 5 Misleading Retirement Beliefs That Can Sabotage Your Future | 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 may seem harmless but can quietly derail your retirement plans. Tune in to learn how to identify and overcome these misconceptions for a secure and fulfilling retirement journey.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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.00:00 Introduction01:33 Belief #1: The Magic Number Myth02:59 Belief #2: Spending Less in Retirement05:45 Belief #3: Skipping the Financial Plan10:12 Belief #4: Playing It Too Safe14:12 Belief #5: Retirement Equals Happiness15:31 Conclusion | 16m 46s | ||||||
| 11/28/25 | 5 Questions You MUST Answer If Retiring Before 65 | Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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. | 15m 03s | ||||||
| 11/25/25 | This Is The Roth Conversion SWEET SPOT | What ingredients make for the most optimal Roth conversions? In this episode, I explain what the Roth conversion sweet spot is and why this period of time is the best time to do conversions.📋 Get Your FREE Checklist here: https://www.rivertreewealth.com/roth-conversion-sweet-spot-checklist👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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. | 16m 05s | ||||||
| 11/18/25 | Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire) | You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important lesson that I think anyone who is preparing for retirement needs to understand.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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. | 16m 48s | ||||||
| 11/5/25 | The Roth Conversion MISTAKE Every Retiree Should Avoid | Roth conversions might help you save on taxes in retirement, but that doesn't mean you only need Roth IRAs... In this episode, I share why it's actually tax-efficient to have money in a Traditional IRA.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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. | 11m 35s | ||||||
| 10/28/25 | The 2026 Social Security COLA + Who It Applies To | The 2026 Social Security COLA has been announced! I will share what it is, who it applies to, how it's calculated, and why your Social Security claiming strategy impacts your future COLAs.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: jacob@rivertreewealth.comWebsite: 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. | 6m 45s | ||||||
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