There are so many little details and rules to know about as you head into retirement and today I'm sharing 8 rules that I think everyone should know about before entering retirement.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

Getting close to retirement? Here are 5 things you should stop doing before you get started.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

Wondering if you are behind on your retirement plan? You are probably more prepared than you think and these 18 signs are good indicators!

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

Knowing the best time to retire is tough to figure out because of all the details involved, but if you can answer 'YES' to these 5 questions, it might be time to start thinking about it!

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the flexibility you've dreamed of when it comes to retirement income planning and tax planning.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

Are you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thousands in taxes.

Video on Social Security Taxation: https://youtu.be/fvrpISbRVak?si=-tF8oULLC7t7GmD7

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

Social Security survivor benefits are really confusing, but in this episode I break down everything you need to know about survivor benefits to help you make more informed decisions.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.

Most retirees assume they are entitled to 50% of their spouse's Social Security, but that is not true... In this episode, I outline the rules for Social Security spousal benefits, how it works, and why your decision to take Social Security impacts your spousal benefits.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

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.