Retirement Answers

Discover the missing ingredient to a successful retirement in this episode of Retirement Answers with Jacob Duke. Learn why this ingredient is crucial to your retirement plan and how it can impact your decision-making process.

Jacob discusses the pitfalls of trying to be exactly right and the importance of being less wrong tomorrow. He also explores the benefits of building flexibility into your plan, including tax diversification, delaying Social Security, and having wiggle room in your distribution rate.

  • (00:00) - Intro
  • (01:06) - Listener Review
  • (02:01) - Secret Ingredient: Part 1
  • (09:17) - Secret Ingredient: Part 2
  • (15:07) - Big Takeaways
  • (18:26) - Outro

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Want help with your retirement plan?👇🏼
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✉️ Email me: jacob@rivertreewealth.com

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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!