Retirement Answers
By Jacob Duke, CFP®
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Category: Investing
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Episodes: 155
Description
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!
| Episode | Date |
|---|---|
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Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)
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Apr 01, 2026 |
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5 Reasons NOT To Claim Social Security Early
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Mar 21, 2026 |
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These Are The Most Important Years of Retirement
|
Mar 13, 2026 |
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The Roth IRA 5-Year Rule Explained (Ultimate Guide)
|
Mar 03, 2026 |
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Most Retirement Plans Look Good on Paper, But FAIL in Reality
|
Feb 25, 2026 |
|
7 MAJOR Benefits of a Brokerage Account in Retirement
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Feb 19, 2026 |
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4 Reasons You Should Take Social Security at 62
|
Jan 29, 2026 |
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Don't Retire Yet - Try This Instead
|
Jan 26, 2026 |
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The Big HSA Mistake Retirees Don’t Know They Are Making
|
Jan 08, 2026 |
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New 2026 Tax Brackets, Standard Deductions & More!
|
Jan 01, 2026 |
|
MAJOR Changes To 401k Catch-Up Contributions in 2026
|
Dec 30, 2025 |
|
4 Retirement Fears to STOP Believing After You Reach 50
|
Dec 23, 2025 |
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Don't Retire Early Without Understanding THIS Tax Strategy First
|
Dec 16, 2025 |
|
5 Misleading Retirement Beliefs That Can Sabotage Your Future
|
Dec 13, 2025 |
|
5 Questions You MUST Answer If Retiring Before 65
|
Nov 28, 2025 |
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This Is The Roth Conversion SWEET SPOT
|
Nov 25, 2025 |
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Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
|
Nov 18, 2025 |
|
The Roth Conversion MISTAKE Every Retiree Should Avoid
|
Nov 05, 2025 |
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The 2026 Social Security COLA + Who It Applies To
|
Oct 28, 2025 |
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Social Security REGRETS: The Top 5 Mistakes Retirees Make
|
Oct 25, 2025 |
|
Why Retirees with $1M Actually End Up With TOO MUCH
|
Oct 15, 2025 |
|
Are You Optimizing Social Security For The WRONG Thing?
|
Oct 09, 2025 |
|
Roth Conversions Just Got More Complicated (OBBBA Update)
|
Sep 29, 2025 |
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Can Capital Gains Push Me Into a Higher Tax Bracket?
|
Sep 17, 2025 |
|
Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom
|
Sep 02, 2025 |
|
Are You Over-Saving For Retirement? Here's How You Could Be Sabotaging Yourself
|
Aug 26, 2025 |
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How To Create Tax-Free Income In Retirement WITHOUT A Roth IRA
|
Aug 19, 2025 |
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These 5 Tax Mistakes Will Waste Your Retirement Savings
|
Aug 16, 2025 |
|
Retirement Tax Planning: What It Is (Actually) + Why It Matters
|
Jul 28, 2025 |
|
The Widow's Tax Trap: What Is It & How To Avoid It
|
Jul 15, 2025 |
|
8 Important (But Little-Known) Rules To Know Before You Retire
|
Jul 05, 2025 |
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5 Things to STOP Doing Before You Retire (And What To Do Instead)
|
Jun 27, 2025 |
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18 Signs You Are Better Prepared for Retirement Than Most People
|
Jun 17, 2025 |
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Retire NOW If You Answer YES to These 5 Questions
|
Jun 11, 2025 |
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Why This Account Changes Everything in Retirement
|
Jun 03, 2025 |
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Why Converting Everything to Roth is a MISTAKE
|
May 28, 2025 |
|
What Most Retirees Don't Know About Social Security Survivor Benefits
|
May 20, 2025 |
|
Social Security Spousal Benefits - Avoid These Common Mistakes
|
May 13, 2025 |
|
What You Can Do To Avoid The IRA Pro-Rata Rule
|
May 09, 2025 |
|
What The Top 1% of Retirees Do Differently From Everyone Else
|
May 06, 2025 |
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Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
|
May 02, 2025 |
|
10 Retirement Hacks That Will Save You Money
|
Apr 29, 2025 |
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Recession-Proof Your Portfolio By Doing THIS
|
Apr 25, 2025 |
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Why You Should STOP Doing Roth Conversions
|
Apr 22, 2025 |
|
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
|
Apr 18, 2025 |
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This is the BEST Way To Do Roth Conversions
|
Apr 15, 2025 |
|
How To Plan For Long-Term Care in Retirement
|
Apr 11, 2025 |
|
Stock Market Crash? Take Advantage of These 3 Opportunities
|
Apr 08, 2025 |
|
How To Invest AFTER You Retire
|
Apr 01, 2025 |
|
DO THIS To Spend Confidently in Retirement
|
Mar 25, 2025 |
|
Sequence of Returns Risk: Should You Retire During a Recession?
|
Mar 19, 2025 |
|
Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
|
Mar 12, 2025 |
|
6 Financial Goals to Reach By Age 60
|
Mar 04, 2025 |
|
How To Avoid The RMD Tax Trap
|
Feb 25, 2025 |
|
Every Retirement Plan Has This MAJOR Problem
|
Feb 19, 2025 |
|
5 Hidden Costs That Catch Retirees Off Guard
|
Feb 11, 2025 |
|
The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
|
Feb 04, 2025 |
|
6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
|
Jan 28, 2025 |
|
Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
|
Jan 21, 2025 |
|
Every Good Retirement Plan Includes These 6 Things
|
Jan 14, 2025 |
|
If You Want to Retire in 2025, Do These 5 Things First
|
Jan 07, 2025 |
|
8 Common Mistakes That Could Ruin Your Retirement
|
Dec 24, 2024 |
|
The TRUTH About Social Security Taxation: How It Actually Works
|
Dec 17, 2024 |
|
Pension vs Lump Sum - Friday Q&A
|
Dec 06, 2024 |
|
4 Reasons to Retire ASAP
|
Dec 03, 2024 |
|
Friday Q&A: Why Am I So Anxious About Retirement?
|
Nov 29, 2024 |
|
5 Strategies To Lower Your Required Minimum Distributions (RMDs)
|
Nov 26, 2024 |
|
Friday Q&A: Should We Pay Off Our House?
|
Nov 22, 2024 |
|
Should I Pay Off My Mortgage Before Retirement?
|
Nov 19, 2024 |
|
Is NOW A Good Time To Buy Stocks?
|
Oct 31, 2024 |
|
Ask This Question BEFORE You Retire
|
Oct 23, 2024 |
|
Here's When You Should Do Roth Conversions
|
Oct 01, 2024 |
|
How Much Cash Should I Hold in Retirement?
|
Sep 17, 2024 |
|
Stop Avoiding IRMAA!
|
Sep 11, 2024 |
|
6 Reasons to Spend Your Roth IRA in Retirement
|
Aug 27, 2024 |
|
Navigating Market Volatility in Retirement
|
Aug 13, 2024 |
|
Watch Out for These 5 Investing Mistakes!
|
Jul 30, 2024 |
|
Tax-Savvy Retirement: Asset Location Explained
|
Jul 18, 2024 |
|
5 Ways to Reduce Your RMDs (& SAVE BIG)
|
Jul 02, 2024 |
|
Where Should I Pull Funds From First in Retirement?
|
Jun 25, 2024 |
|
7 Reasons NOT To Do Roth Conversions
|
Jun 11, 2024 |
|
How Much Money Do You ACTUALLY Need To Retire?
|
Jun 04, 2024 |
|
Will My Social Security Be Taxed?
|
May 28, 2024 |
|
Is Social Security Going to Run Out?!
|
May 21, 2024 |
|
3 Estate Planning Must-Haves
|
May 14, 2024 |
|
Inherited IRA Rules EXPLAINED (10-Year Rule)
|
May 07, 2024 |
|
Retirement Planning Do's & Don'ts
|
Apr 30, 2024 |
|
How Do Presidents Impact the Stock Market?
|
Apr 23, 2024 |
|
Avoid These 8 Retirement Mistakes
|
Apr 16, 2024 |
|
BIG NEWS & My Retirement Planning System
|
Apr 09, 2024 |
|
How Do Financial Advisors Get Paid?
|
Mar 26, 2024 |
|
5 Benefits of a Roth IRA in Retirement
|
Mar 19, 2024 |
|
How to Plan for Retirement Gap Years
|
Mar 12, 2024 |
|
How Much Income Will I Need in Retirement?
|
Mar 05, 2024 |
|
The Secret Ingredient to a Successful Retirement
|
Feb 27, 2024 |
|
Should I Take Social Security & Invest It?
|
Feb 20, 2024 |
|
Should I Prioritize Roth Conversions or Health Insurance Subsidies?
|
Feb 13, 2024 |
|
When is the Best Time to Retire?
|
Feb 06, 2024 |
|
5 Common Retirement Regrets (& How To Avoid Them)
|
Jan 30, 2024 |
|
Social Security Survivor Benefits: A Complete Guide
|
Jan 23, 2024 |
|
Last 5, First 5: The Most Important Years
|
Jan 16, 2024 |
|
3 Investment Principles to Live By
|
Jan 09, 2024 |
|
The Power of a One-Page Plan
|
Jan 02, 2024 |
|
Important Numbers to Know in 2024
|
Dec 26, 2023 |
|
Donor Advised Funds - How & When To Use Them
|
Dec 19, 2023 |
|
How to Retire in 2024 - 5 Steps To Take Now
|
Dec 12, 2023 |
|
The 4 Parts of a Successful Retirement Plan
|
Dec 05, 2023 |
|
Year-End Tax Planning Reminders for 2023
|
Nov 28, 2023 |
|
Retirement Investing Mistakes & How To Avoid Them
|
Nov 21, 2023 |
|
6 (Common) Roth Conversion Mistakes to Avoid!
|
Nov 14, 2023 |
|
The Complete Guide to Social Security Spousal Benefits
|
Nov 07, 2023 |
|
7 Common Retirement Fears (& How To Overcome Them)
|
Oct 31, 2023 |
|
2024 Social Security COLA & More
|
Oct 24, 2023 |
|
Spending with Confidence in Retirement
|
Oct 17, 2023 |
|
5 Ways to Use a HSA in Retirement
|
Oct 10, 2023 |
|
When Should I Take Social Security? 6 Things to Consider
|
Oct 03, 2023 |
|
Are You Ready For The Next Recession?
|
Sep 26, 2023 |
|
How to Pay 0% Capital Gains Tax
|
Sep 19, 2023 |
|
The Ultimate Guide to 401k Rollovers
|
Sep 12, 2023 |
|
The Ultimate Retirement Checklist: 6 Things To Include in Your Plan
|
Sep 05, 2023 |
|
Backdoor Roth IRA: What it is + How it works
|
Aug 29, 2023 |
|
How to Pay Taxes on Roth Conversions
|
Aug 22, 2023 |
|
The Roth Conversion Sweet Spot
|
Aug 15, 2023 |
|
Watch Out for This BIG Retirement Tax Trap
|
Aug 08, 2023 |
|
The 3 Bucket Retirement Plan
|
Aug 01, 2023 |
|
5% CDs Are Not Good Investments
|
Jul 25, 2023 |
|
Asset Location - How It Saves You Taxes
|
Jul 18, 2023 |
|
5 Things To Do 5 Years From Retirement
|
Jul 11, 2023 |
|
Q&A Mailbag: Roth Conversions, Basis in IRAs, & Inherited Roth IRA Taxes
|
Jul 04, 2023 |
|
The Real Risk of Stocks
|
Jun 20, 2023 |
|
I'm 55, With $1 Million Saved. Can I Retire?
|
Jun 13, 2023 |
|
Your Retirement Plan is Wrong...
|
Jun 06, 2023 |
|
401k Catch-Up Contribution Changes in 2024 (SECURE Act 2.0)
|
May 30, 2023 |
|
Annuities (Part 2): Why I Don't Like Them
|
May 23, 2023 |
|
Annuities (Part 1): What Are Annuities?
|
May 16, 2023 |
|
5 Common Investing Mistakes to Avoid
|
May 09, 2023 |
|
How is Social Security Taxed?
|
May 02, 2023 |
|
How Much Do I Need To Retire?
|
Apr 25, 2023 |
|
$100k Tax-Free Retirement Income!
|
Apr 18, 2023 |
|
7 Tax Planning Tips to Consider
|
Apr 11, 2023 |
|
Tax Diversification
|
Apr 04, 2023 |
|
My Thoughts on Silicon Valley Bank
|
Mar 15, 2023 |
|
Taxes on Roth Conversions, How 401ks are Taxed, & Offsetting Dividends with Capital Losses
|
Mar 07, 2023 |
|
Naming Beneficiaries, Roth Limits, and Spousal Benefits
|
Feb 28, 2023 |
|
Are Bonds Still a Viable Investment Option?
|
Feb 21, 2023 |
|
SECURE Act 2.0: Changes to RMDs
|
Feb 14, 2023 |
|
Don't Be Too Conservative in Retirement
|
Feb 07, 2023 |
|
3 Things You Should Do BEFORE You Retire
|
Feb 01, 2023 |
|
3 Questions My Clients Are Asking Right Now
|
Jan 25, 2023 |
|
Roth IRA Distribution Rules
|
Jan 17, 2023 |
|
Understanding Social Security Survivor Benefits
|
Jan 10, 2023 |
|
Don't forget about the Taxable Investment Account!
|
Jan 03, 2023 |
|
Do I have to be receiving Social Security benefits to get the COLA?
|
Dec 27, 2022 |
|
Understanding Social Security Spousal Benefits
|
Dec 20, 2022 |
|
Intro
|
Dec 16, 2022 |