Jacob Duke, CFP®
30K subscribers
Retirement Answers exists to provide you with answers to your most pressing retirement questions. I walk through case studies, real-life scenarios, tax strategies, income planning, and anything else that you should be thinking about when it comes to retirement. Be sure to subscribe so you don't miss any future videos! Website: www.rivertreewealth.com 👉🏻 Need a hand with your retirement planning? 📧 Send me an email at [email protected]
The Withdrawal Mistakes That RUIN Your Retirement
Jacob Duke, CFP® · 2.7K views · 2 years ago
How Much Cash Should I Have In Retirement? (Most Get This Wrong)
Jacob Duke, CFP® · 8K views · 8 months ago
If I Had To Retire in 12 Months, I'd Do THIS
Jacob Duke, CFP® · 5.6K views · 2 weeks ago
This is What a $5M Retirement Actually Looks Like (Case Study)
Jacob Duke, CFP® · 5.2K views · 2 months ago
When I Understood This About Retirement, Everything Changed
Jacob Duke, CFP® · 10K views · 2 months ago
When I Show Retirees This, They Stop Worrying About RMDs
Jacob Duke, CFP® · 13K views · 4 months ago
Lower Your Taxes in Retirement with Asset LOCATION
Jacob Duke, CFP® · 5.9K views · 2 years ago
Once You Have $2M Saved, Stop Working Forever
Jacob Duke, CFP® · 21K views · 9 days ago
Don't Retire Early Until You Make This Portfolio Adjustment
Jacob Duke, CFP® · 9.7K views · 1 month ago
I have $1.2m All Pre-Tax - Here's My Plan To Minimize Taxes
Jacob Duke, CFP® · 43K views · 4 months ago
How Do Financial Advisors Get Paid?
Jacob Duke, CFP® · 2.6K views · 2 years ago
If You’re 55, This Is the Plan I’d Use to Retire by 60
Jacob Duke, CFP® · 240K views · 5 months ago
Claiming Social Security Early Is A Big Mistake
Jacob Duke, CFP® · 4.1K views · 6 months ago
How Much Money Do You ACTUALLY Need To Retire?
Jacob Duke, CFP® · 5.4K views · 2 years ago
Exposing My $2M Retirement Plan So You Can Copy It
Jacob Duke, CFP® · 22K views · 5 months ago
Avoid These 8 Retirement Mistakes...
Jacob Duke, CFP® · 1.1K views · 2 years ago
When I Show Retirees This, They Think I'm Lying
Jacob Duke, CFP® · 4.4K views · 4 months ago
This Tax Strategy Will Save You Thousands in Retirement (Not Roth Conversions)
Jacob Duke, CFP® · 2.9K views · 4 months ago
This Simple TWEAK Will Save You Thousands in Taxes
Jacob Duke, CFP® · 6.9K views · 1 year ago
Once You Have $2M Saved, Retire IMMEDIATELY (Here's Why)
Jacob Duke, CFP® · 28K views · 7 months ago