Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

The Secret Ingredient to a Successful Retirement

19:35
 
Share
 

Manage episode 403459135 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.

Discover the missing ingredient to a successful retirement in this episode of Retirement Answers with Jacob Duke. Learn why this ingredient is crucial to your retirement plan and how it can impact your decision-making process.

Jacob discusses the pitfalls of trying to be exactly right and the importance of being less wrong tomorrow. He also explores the benefits of building flexibility into your plan, including tax diversification, delaying Social Security, and having wiggle room in your distribution rate.

  • (00:00) - Intro
  • (01:06) - Listener Review
  • (02:01) - Secret Ingredient: Part 1
  • (09:17) - Secret Ingredient: Part 2
  • (15:07) - Big Takeaways
  • (18:26) - Outro

If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob@rivertreewealth.com

My YouTube Channel

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 403459135 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.

Discover the missing ingredient to a successful retirement in this episode of Retirement Answers with Jacob Duke. Learn why this ingredient is crucial to your retirement plan and how it can impact your decision-making process.

Jacob discusses the pitfalls of trying to be exactly right and the importance of being less wrong tomorrow. He also explores the benefits of building flexibility into your plan, including tax diversification, delaying Social Security, and having wiggle room in your distribution rate.

  • (00:00) - Intro
  • (01:06) - Listener Review
  • (02:01) - Secret Ingredient: Part 1
  • (09:17) - Secret Ingredient: Part 2
  • (15:07) - Big Takeaways
  • (18:26) - Outro

If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob@rivertreewealth.com

My YouTube Channel

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

84 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide