Podcast Episodes
Back to SearchIf You Want to Retire in 2025, Do These 5 Things First
Episode 92
As you prepare for you upcoming retirement, there a few thing you can do to give you the best chance at the retirement of your dreams. In this episod…
1 year, 7 months ago
8 Common Mistakes That Could Ruin Your Retirement
Episode 91
There are plenty of mistakes that can be made when planning for retirement, so I want to warn you about 8 common mistakes that I see.
We will talk abo…
1 year, 8 months ago
The TRUTH About Social Security Taxation: How It Actually Works
Episode 90
👉 Book a call with me 👉 https://www.rivertreewealth.com/get-started
__________________________________
✅ If you want the Important Numbers 2025 PDF, se…
1 year, 8 months ago
Pension vs Lump Sum - Friday Q&A
In this episode of the Friday Q&A, Jacob discusses a listener's dilemma of choosing between taking a lump sum or opting for a monthly pension in reti…
1 year, 8 months ago
4 Reasons to Retire ASAP
Episode 89
Still trying to figure out when you are going to retire? Do you have a specific age in mind? It can be hard to decide and then actually go through wi…
1 year, 8 months ago
Friday Q&A: Why Am I So Anxious About Retirement?
In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financi…
1 year, 8 months ago
5 Strategies To Lower Your Required Minimum Distributions (RMDs)
Episode 88
When you turn 73 or 75, you will be required to begin taking money from your tax-deferred IRAs, 401ks, 403bs, etc. This is through what is called Req…
1 year, 9 months ago
Friday Q&A: Should We Pay Off Our House?
In the first episode of the Friday Q&A series,I address a viewer's question about whether to pay off their house before retirement. The husband is cl…
1 year, 9 months ago
Should I Pay Off My Mortgage Before Retirement?
Episode 87
One of the biggest factors in your ability to retire is whether or not you have debt. If you have no debt, retirement becomes that much easier. BUT d…
1 year, 9 months ago
Is NOW A Good Time To Buy Stocks?
Episode 86
"The market is at all-time highs! We are due for a recession! I'm going to wait for the next pullback..."
These the statements we all tell ourselves, …
1 year, 9 months ago