Retirement Answers

Jacob Duke, CFP®

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About

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's...

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Recent episodes

  • The First 5 Years of Retirement Matter More Than You ThinkOct 16, 2026 · 26 min
  • 9 Things You Can Do With Your HSA in Retirement (And What You Can’t)Sep 25, 2026 · 27 min
  • Most Retirees Don’t Realize They Can Pay No Taxes Using This StrategySep 17, 2026 · 15 min
  • Working One More Year is Costing You More Than You RealizeSep 8, 2026 · 18 min
  • How Much Cash Should You Hold in Retirement? (2026 Update)Aug 25, 2026 · 18 min
  • Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?Jul 22, 2026 · 29 min
  • Stop Saving For Retirement... (Here's Why)Jul 15, 2026 · 12 min
  • Are You Waiting Too Long to Sell Winning Investments?Jul 4, 2026 · 19 min
  • What Are the Best Strategies for Reducing RMDs?Jun 16, 2026 · 27 min
  • The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)May 29, 2026 · 14 min

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