About this episode

This episode discusses the concept of phased retirement as a smoother transition to retirement.

Are you anxious about an abrupt transition to retirement? In this episode of Retirement Answers, I share the concept of phased retirement, where you can gradually reduce work hours or stress levels instead of stopping work entirely. I explain the financial and emotional benefits, offering practical advice for a smoother, more comfortable path to 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-numbers Email: jacob@rivertreewealth.com Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin.com/in/jacobduke Jacob 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 Introduction 00:48 The Anxiety of Full Retirement 01:25 Phased Retirement: A New Approach 02:37 Changes in Retirement Landscape 04:04 Practical Steps for Phased Retirement 05:17 Employer Negotiations and Alternatives 07:53 Consulting and Part-Time Work Options 11:45 Financial and Health Benefits 15:39 Finding Purpose…

More episodes of Retirement Answers

• Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix · May 6, 2026 · 22 min
• Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t) · April 1, 2026 · 26 min
• 5 Reasons NOT To Claim Social Security Early · March 21, 2026 · 15 min
• These Are The Most Important Years of Retirement · March 13, 2026 · 16 min
• The Roth IRA 5-Year Rule Explained (Ultimate Guide) · March 3, 2026 · 17 min
• Most Retirement Plans Look Good on Paper, But FAIL in Reality · February 25, 2026 · 12 min

Explore listener stats, chart rankings, contacts and more on the Retirement Answers podcast page.