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  • These 5 Tax Mistakes Will Waste Your Retirement Savings

    These 5 Tax Mistakes Will Waste Your Retirement Savings
    2025/08/16

    Tax planning might be the most consequential part of your retirement plan... If you plan well, you could save yourself hundreds of thousands of dollars over your lifetime. If you don't plan at all, you could give up a huge amount of your hard earned savings.

    In this episode, I share 5 of the most common tax planning mistakes that I see as a retirement planner.

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    Social Security Tax Video: https://youtu.be/fvrpISbRVak?si=g1qdLsCw-H9LMmYz

    ✅ 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/questions

    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.
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    28 分
  • Retirement Tax Planning: What It Is (Actually) + Why It Matters

    Retirement Tax Planning: What It Is (Actually) + Why It Matters
    2025/07/28

    Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understand this as you build your retirement plan.

    👉 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/questions

    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.
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    24 分
  • The Widow's Tax Trap: What Is It & How To Avoid It

    The Widow's Tax Trap: What Is It & How To Avoid It
    2025/07/15

    There is a tax trap waiting on retired couples, but most don't know about it until it's too late. In this episode, I share what the Widow's Tax Trap is and how you can avoid this big retirement 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/questions

    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.
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    18 分
  • 8 Important (But Little-Known) Rules To Know Before You Retire

    8 Important (But Little-Known) Rules To Know Before You Retire
    2025/07/05

    There are so many little details and rules to know about as you head into retirement and today I'm sharing 8 rules that I think everyone should know about before entering retirement.

    👉 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/questions

    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.
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    19 分
  • 5 Things to STOP Doing Before You Retire (And What To Do Instead)

    5 Things to STOP Doing Before You Retire (And What To Do Instead)
    2025/06/27

    Getting close to retirement? Here are 5 things you should stop doing before you get started.

    👉 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/questions

    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.
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    16 分
  • 18 Signs You Are Better Prepared for Retirement Than Most People

    18 Signs You Are Better Prepared for Retirement Than Most People
    2025/06/17

    Wondering if you are behind on your retirement plan? You are probably more prepared than you think and these 18 signs are good indicators!

    👉 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/questions

    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.
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    27 分
  • Retire NOW If You Answer YES to These 5 Questions

    Retire NOW If You Answer YES to These 5 Questions
    2025/06/11

    Knowing the best time to retire is tough to figure out because of all the details involved, but if you can answer 'YES' to these 5 questions, it might be time to start thinking about it!

    👉 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/questions

    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.
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    16 分
  • Why This Account Changes Everything in Retirement

    Why This Account Changes Everything in Retirement
    2025/06/03

    There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.

    👉 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/questions

    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.
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    16 分