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Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Retirement Planning Do's & Don'ts
Manage episode 415471928 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.
Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.
Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired
A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
86 episodes
Share
Manage episode 415471928 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.
Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.
Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired
A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
86 episodes
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Similar to Retirement Answers
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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…
continue reading
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continue reading
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