Podcast Episodes
Back to SearchHow Do Financial Advisors Get Paid?
Episode 65
Alright... Let's talk about financial advisor fees.
Understanding how a financial advisor gets paid can be hard because there are numerous ways an adv…
2 years, 5 months ago
5 Benefits of a Roth IRA in Retirement
Episode 64
Roth IRAs are powerful retirement accounts. You get to pay your tax now, let your investments grow tax-sheltered, and take from the account in retire…
2 years, 5 months ago
How to Plan for Retirement Gap Years
Episode 63
Maybe you have heard of retirement "gap years" or maybe it's a new concept to you, but how to plan for your retirement gap years is a common question…
2 years, 5 months ago
How Much Income Will I Need in Retirement?
Episode 62
Trying to figure out how much income you will need in retirement can be challenging to figure out...
There are rules of thumb such as 80% of your curr…
2 years, 5 months ago
The Secret Ingredient to a Successful Retirement
Episode 61
Discover the missing ingredient to a successful retirement in this episode of Retirement Answers with Jacob Duke. Learn why this ingredient is crucia…
2 years, 6 months ago
Should I Take Social Security & Invest It?
Episode 60
In this episode of Retirement Answers, Jacob answers the common question, "should I take social security early and invest it?"
Jacob talks through the…
2 years, 6 months ago
Should I Prioritize Roth Conversions or Health Insurance Subsidies?
Episode 59
In this episode, Jacob discusses the decision many retirees have to make: prioritizing health insurance subsidies or Roth conversions? He highlights …
2 years, 6 months ago
When is the Best Time to Retire?
Episode 58
"When should I retire?" can be one of the hardest questions to answer. There isn't a perfect answer nor a one-size-fits-all. There are plenty of rule…
2 years, 6 months ago
5 Common Retirement Regrets (& How To Avoid Them)
Episode 57
Have you ever heard someone say they weren't enjoying their retirement? Or maybe they were bored or felt lost?
Unfortunately, I hear retirees say this…
2 years, 6 months ago
Social Security Survivor Benefits: A Complete Guide
Episode 56
Social Security can get confusing very quickly. You have FRAs & PIAs, and Spousal benefits, Survivor benefits, Disability, and your own benefits.
And …
2 years, 7 months ago