Retirement Answers

I have some big news to share with you... I have launched my own wealth management firm, Rivertree Wealth! I'm excited to continue serving my clients and begin working with new clients in the future.

To learn more about Rivertree and how we can help you, please visit www.rivertreewealth.com.

Also, I wanted to share our system, the Rivertree System, with to give you more insight to how we approach retirement planning. Hopefully these insights give you an idea of how the different planning topics (taxes, investments, income, estate, etc) fit together.

If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!

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

My YouTube Channel 

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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!