Retirement Answers

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. 

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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.

Creators and Guests

JD
Host
Jacob Duke

What is Retirement Answers?

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 a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!

Jacob:

Hello, and welcome to the very first episode of Retirement Answers. This is a podcast that is built for you as someone who is either thinking about retirement or who might already be retired. And this show is gonna be maybe a little bit different format than what you're used to in other retirement podcasts or shows. What we will be doing is actually just presenting a question that I get as a retirement planner from my clients and others, and I will answer that question here on the show. And the idea is that you would then be able to take that answer and apply it to your specific situation and make a more informed and educated decision around your retirement.

Jacob:

So we're gonna be talking about all kinds of different topics, things like how should I be investing in retirement, different ways to optimize my social security, what should I do about Medicare, medic Medicare Advantage, Medigap, the whole discussion around that, along with one of the biggest issues that retirees face is gonna be taxes. And so we're gonna be talking about all of those different topics and answering questions on those things and providing context for you as someone who is retired around, why you would do one thing perhaps versus another and how that might benefit you or hurt you. Right? And so we're gonna talk through all the pros and the cons of these different ideas and concepts. That way you can apply them to your situation as you see fit.

Jacob:

So my ultimate goal is to be a resource and an educator through this whole process, and I really would love for you to join me in this journey. I invite you to subscribe. That way you know whenever a new episode is published. My goal is to have a new episode come out each week. So with that being said, I wanted to keep this episode fairly short, just kinda introduce what Retirement Answers is gonna be and just introduce myself.

Jacob:

Be sure to subscribe and stay tuned for next week's episode as we begin to tackle, some different topics that we just mentioned. So I hope you'll subscribe and, and join me next week. Thanks so much.