Retirement Answers

By Jacob Duke, CFP®

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Category: Investing

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Episodes: 128

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
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
5 Things to STOP Doing Before You Retire (And What To Do Instead)
Jun 27, 2025
18 Signs You Are Better Prepared for Retirement Than Most People
Jun 17, 2025
Retire NOW If You Answer YES to These 5 Questions
Jun 11, 2025
Why This Account Changes Everything in Retirement
Jun 03, 2025
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
Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
May 02, 2025
10 Retirement Hacks That Will Save You Money
Apr 29, 2025
Recession-Proof Your Portfolio By Doing THIS
Apr 25, 2025
Why You Should STOP Doing Roth Conversions
Apr 22, 2025
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
Apr 18, 2025
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