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Retirement Answers Retirement Answers Jacob Duke, CFP® Dividend Talk Dividend Talk Dividend Talk ZFounderclub ZFounderclub ZFounderclub Selling From the Heart Podcast Selling From the Heart Podcast Larry Levine, Darrell Amy Manufacturing an American Century Manufacturing an American Century AMCC The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org Fexingo Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street Gooaye 股癌 Gooaye 股癌 謝孟恭 Slate Daily Feed Slate Daily Feed Slate Podcasts Retirement Coffee Talk Retirement Coffee Talk Charisse Rivers THE ED MYLETT SHOW THE ED MYLETT SHOW Ed Mylett La Story La Story Les Echos FELIX PREHN DAILY MARKET NEWS By Goat Academy FELIX PREHN DAILY MARKET NEWS By Goat Academy Felix Prehn TVBS財經 TVBS財經 TVBS Farm Talk Farm Talk C103 FULLY IN IT | Motherhood | Business | Home FULLY IN IT | Motherhood | Business | Home Kate Saffle Per Diem Podcast Per Diem Podcast Per Diem Podcast Gedankenflüge – der Luftfahrt-Podcast Gedankenflüge – der Luftfahrt-Podcast airliners.de La Tech Made in Italy La Tech Made in Italy Max Brigida The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models Fexingo Les experts Les experts BFM Business 寰宇#關鍵字新聞 Global Hashtag News 寰宇#關鍵字新聞 Global Hashtag News 寰宇新聞台 Entrepreneurs on Fire Entrepreneurs on Fire John Lee Dumas of EOFire Daily Fire Daily Fire John Lee Dumas MUNDO RICO MUNDO RICO Mundo Rico AI Insights AI Insights Fleur Prince and Grainné Popen Brushwood Media Network Brushwood Media Network Brushwood Media Network AI Fire Daily AI Fire Daily AIFire.co 40 nuances de Next 40 nuances de Next FeuilleBlanche Studio Inversión Dividendos Inversión Dividendos Carlos García The Michael and Patty Real Estate Show The Michael and Patty Real Estate Show Michael Poczynek & Powerhouse Patty Castle The Lawfare Podcast: Patreon Edition The Lawfare Podcast: Patreon Edition The Lawfare Institute Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network The Art of War by Sun Tzu The Art of War by Sun Tzu Sun Tzu Blockchain Basics: Crypto, NFTs & Web3 Explained Blockchain Basics: Crypto, NFTs & Web3 Explained ELMA Chat GPT Podcast Chat GPT Podcast Sol Good Network 50 Shades of Planning 50 Shades of Planning Samuel Stafford
Retirement Answers

Business

Retirement Answers

Jacob Duke, CFP®

Are You Waiting Too Long to Sell Winning Investments?

July 04, 2026 6:00am 19 min

Why haven't you sold that investment that has made you a lot of money? What's stopping you? I'm hearing the question "What should I do with my big winners?" a lot more lately, so I wanted to give you some ideas on how to...

What Are the Best Strategies for Reducing RMDs?

June 16, 2026 6:30am 27 min

Are you worried that required minimum distributions (RMDs) could force unnecessary taxable income and shrink your hard-earned retirement savings? In this episode of Retirement Answers, Jacob Duke explains when RMDs becom...

The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)

May 29, 2026 6:17am 13 min

Have you ever wondered if certain beliefs or rules of thumb about retirement could actually jeopardize your future instead of secure it? In this episode, Jacob breaks down the 4% and why it doesn't make sense in real lif...

The Lie That's Holding You Back From Retirement

May 22, 2026 5:00am 13 min

You've got the savings, the spreadsheet, maybe even the perfect retirement date circled on your calendar, so what's actually holding you back? In this episode, I get honest about the real reason so many people delay reti...

Avoid These 5 Retirement Mistakes Before It’s Too Late

May 12, 2026 6:15am 16 min

You've spent decades saving for retirement, but are you about to make the same mistakes thousands of retirees only spot when it's too late? In this episode, I walk through the five biggest regrets I see in my work as a r...

Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix

May 06, 2026 6:30am 21 min

You're saving for retirement, but are you saving too much into the wrong accounts? Most retirees don't realize this common issue until it's too late.In this episode, I explain why having all of your retirement savings in...

The Mental Trap That's Sabotaging Your Retirement

April 24, 2026 6:00am 14 min

Have you ever wondered if chasing “more” could actually make retirement harder instead of better? In this episode of Retirement Answers, Jacob is sharing how “more is not better, better is better” applies to retirement.....

Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)

April 01, 2026 7:12am 26 min

Some of the biggest retirement mistakes don’t show up until it’s too late to fix them. Today, I’m breaking down 8 costly mistakes I see over and over again and how to avoid them before they impact your income, taxes, and...

5 Reasons NOT To Claim Social Security Early

March 21, 2026 6:45am 15 min

Not sure when to take Social Security? Well, in today's episode, I am sharing 5 reasons you shouldn't take your benefits early and the hidden risks of doing so.👉 Work With Us: https://www.rivertreewealth.com/get-started✅...

These Are The Most Important Years of Retirement

March 13, 2026 6:45am 15 min

If you don't get things right during this important window of time, your retirement likely won't be what you hoped... This 10 year period of time will determine the trajectory of your entire retirement. Prepare correctly...

The Roth IRA 5-Year Rule Explained (Ultimate Guide)

March 03, 2026 6:30am 16 min

Confused by the Roth IRA 5-year rule? Did you know there are two different 5-year rules? Well, it can get quite confusing, so this episode is meant to be your complete guide for everything around the Roth 5-year rules.👉 ...

Most Retirement Plans Look Good on Paper, But FAIL in Reality

February 25, 2026 7:34am 11 min

Are you sure your retirement plan is optimized for the right things? In this episode, I discuss what the true mark of a successful retirement plan is and why most people's plans will fail, just not in the way they expect...

7 MAJOR Benefits of a Brokerage Account in Retirement

February 19, 2026 6:30am 21 min

Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage account is my favorite account type and in this episode, I share 7 ben...

4 Reasons You Should Take Social Security at 62

January 29, 2026 6:30am 13 min

Are you still trying to decide when to take Social Security? Well, in this episode, I am deviating from my normal stance to share 4 reasons you might want to take your benefits ASAP rather than delay. And be sure to list...

Don't Retire Yet - Try This Instead

January 26, 2026 6:30am 18 min

Are you anxious about an abrupt transition to retirement? In this episode of Retirement Answers, I share the concept of phased retirement, where you can gradually reduce work hours or stress levels instead of stopping wo...

The Big HSA Mistake Retirees Don’t Know They Are Making

January 08, 2026 7:00am 20 min

Have you ever wondered if your HSA contributions could cause unexpected issues as you approach retirement? In this episode, I highlight potential risks and mistakes that individuals near or in retirement might encounter ...

New 2026 Tax Brackets, Standard Deductions & More!

January 01, 2026 7:00am 20 min

Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA brackets, provisional income brackets, and more.👉 Boo...

MAJOR Changes To 401k Catch-Up Contributions in 2026

December 30, 2025 7:00am 17 min

If you're 50+ and making catching catch-up contributions to your employer 401k plan, this episode is for you. In 2026, you might have to change how you save to your employer plan if you earn to much money. In this episod...

4 Retirement Fears to STOP Believing After You Reach 50

December 23, 2025 7:00am 20 min

Have you ever wondered why so many people dream of early retirement but never actually do it? In this episode, I dive into the most common fears that hold people back from their dream retirement.👉 Book a call with me: ht...

Don't Retire Early Without Understanding THIS Tax Strategy First

December 16, 2025 7:00am 19 min

What if you could retire earlier than expected, access your savings without penalties, get health insurance subsidies, and pay no taxes for the first few years? Would you believe that's possible? In this episode of Retir...

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