Retirement Answers

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 to learning everything you need to know to live out your dream retirement!

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Recent Episodes
  • 10 Retirement Hacks That Will Save You Money
    Apr 29, 2025 – 29:07
  • Recession-Proof Your Portfolio By Doing THIS
    Apr 25, 2025 – 11:39
  • Why You Should STOP Doing Roth Conversions
    Apr 22, 2025 – 14:56
  • Planning for Travel Expenses in Retirement? Ask Yourself These Questions
    Apr 18, 2025 – 09:22
  • This is the BEST Way To Do Roth Conversions
    Apr 15, 2025 – 14:55
  • How To Plan For Long-Term Care in Retirement
    Apr 11, 2025 – 12:51
  • Stock Market Crash? Take Advantage of These 3 Opportunities
    Apr 8, 2025 – 18:01
  • How To Invest AFTER You Retire
    Apr 1, 2025 – 21:22
  • DO THIS To Spend Confidently in Retirement
    Mar 25, 2025 – 15:59
  • Sequence of Returns Risk: Should You Retire During a Recession?
    Mar 19, 2025 – 19:14
  • Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
    Mar 12, 2025 – 09:58
  • 6 Financial Goals to Reach By Age 60
    Mar 4, 2025 – 23:35
  • How To Avoid The RMD Tax Trap
    Feb 25, 2025 – 28:05
  • Every Retirement Plan Has This MAJOR Problem
    Feb 19, 2025 – 14:03
  • 5 Hidden Costs That Catch Retirees Off Guard
    Feb 11, 2025 – 17:23
  • The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
    Feb 4, 2025 – 22:54
  • 6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
    Jan 28, 2025 – 27:36
  • Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
    Jan 21, 2025 – 12:27
  • Every Good Retirement Plan Includes These 6 Things
    Jan 14, 2025 – 28:11
  • If You Want to Retire in 2025, Do These 5 Things First
    Jan 7, 2025 – 22:20
  • 8 Common Mistakes That Could Ruin Your Retirement
    Dec 24, 2024 – 25:15
  • The TRUTH About Social Security Taxation: How It Actually Works
    Dec 17, 2024 – 23:05
  • Pension vs Lump Sum - Friday Q&A
    Dec 6, 2024 – 05:45
  • 4 Reasons to Retire ASAP
    Dec 3, 2024 – 18:15
  • Friday Q&A: Why Am I So Anxious About Retirement?
    Nov 29, 2024 – 06:07
  • 5 Strategies To Lower Your Required Minimum Distributions (RMDs)
    Nov 26, 2024 – 16:35
  • Friday Q&A: Should We Pay Off Our House?
    Nov 22, 2024 – 06:03
  • Should I Pay Off My Mortgage Before Retirement?
    Nov 19, 2024 – 25:57
  • Is NOW A Good Time To Buy Stocks?
    Oct 31, 2024 – 18:08
  • Ask This Question BEFORE You Retire
    Oct 23, 2024 – 10:44
  • Here's When You Should Do Roth Conversions
    Oct 1, 2024 – 13:14
  • How Much Cash Should I Hold in Retirement?
    Sep 17, 2024 – 17:18
  • Stop Avoiding IRMAA!
    Sep 11, 2024 – 16:38
  • 6 Reasons to Spend Your Roth IRA in Retirement
    Aug 27, 2024 – 31:15
  • Navigating Market Volatility in Retirement
    Aug 13, 2024 – 21:20
  • Watch Out for These 5 Investing Mistakes!
    Jul 30, 2024 – 18:46
  • Tax-Savvy Retirement: Asset Location Explained
    Jul 18, 2024 – 26:20
  • 5 Ways to Reduce Your RMDs (& SAVE BIG)
    Jul 2, 2024 – 22:21
  • Where Should I Pull Funds From First in Retirement?
    Jun 25, 2024 – 16:19
  • 7 Reasons NOT To Do Roth Conversions
    Jun 11, 2024 – 22:19
  • How Much Money Do You ACTUALLY Need To Retire?
    Jun 4, 2024 – 15:49
  • Will My Social Security Be Taxed?
    May 28, 2024 – 21:29
  • Is Social Security Going to Run Out?!
    May 21, 2024 – 27:37
  • 3 Estate Planning Must-Haves
    May 14, 2024 – 17:57
  • Inherited IRA Rules EXPLAINED (10-Year Rule)
    May 7, 2024 – 35:19
  • Retirement Planning Do's & Don'ts
    Apr 30, 2024 – 20:19
  • How Do Presidents Impact the Stock Market?
    Apr 23, 2024 – 12:23
  • Avoid These 8 Retirement Mistakes
    Apr 16, 2024 – 18:01
  • BIG NEWS & My Retirement Planning System
    Apr 9, 2024 – 16:31
  • How Do Financial Advisors Get Paid?
    Mar 26, 2024 – 16:36
Recent Reviews
  • Restful coffee
    Informative and easy to grasp = empowering
    I am under 50 and interested in planning retirement. I am delightful to discover this platform and found it is really empowering. Will recommend it to my community. Thank you Jacob.
  • simplifylife29
    Very helpful content and to the point!
    I just recently discovered this podcast and really enjoyed the episodes I have listened to so far. Jacob is to the point, jumps right in without a lot of irritating theme music, and doesn’t have a bunch of ads interrupting the podcast episode to sell stuff. I have found his advice I have heard so far to be very helpful! New subscriber!
  • Z3000
    Amazing retirement podcast - REALLY must listen
    This podcast is great! Jacob has answered so many of my retirement questions. Lately he’s been creating supporting materials that he’ll send to you that help explain more details from his podcast. No ads and so many concepts covered and pitfalls pointed out! Highly recommended - Thanks! Jacob for such a great podcast!
  • Monet87960
    Full of helpful advice
    I have read several books on retirement but I still learn something new from this podcast every time. It is full of timely information and Jacob presents it in a very easy to understand and practical way.
  • MGSCC Coach
    WOW! This is a must listen to retirement podcast
    By far, this podcast has been the most helpful retirement information I have received. Jacob takes complex issues and breaks them down in a very understandable way. Many planners I have talked to only deal in a narrow scope. Jacob looks at retirement in a wholistic manner, both financially and personally. If you are looking to listen to only one retirement podcast series, this is the best one.
  • mikesaurbaugh
    Great content
    I’ve found the episodes I have listened to, in particular about ROTH conversions, to be excellent. The content is concise and delivered in easy to understand examples.
  • c4pc4p
    A Wealth of information for your retirement wealth
    Work hard, save aggressively, and invest smartly for retirement. Sounds like a system for success, but this podcast has given me a real education on previously unknown aspects of retirement savings. You accountant, or financial advisor are just that, and may not be planning your years around and after retirement. Learn about Roth conversions, Tax gain harvesting, IRA required minimum distributions, IRMA, and Social security taxation and how to control the tax implications of properly funding and consuming your retirement account. I can’t say enough good words here….
  • Eatme now
    Amazing and very helpful
    I thought I knew a lot about finances and retirement planning but I ALWAYS gain additional helpful insights in every podcast!!
  • Linksman63
    Retirement Answers
    I have recently retired and have found Jacob’s advice to be simple, concise, and easily understood. Jacob really breaks down retirement needs to a level that is well understood by the average person. He keeps things basic about what what they will be facing in key pre-retirement and retirement years as well as giving you the tools to keep your taxes as low as possible, while ensuring your money is working for you. I actually emailed Jacob after one of his recent podcasts to clarify some of his comments and he was very swift and terrific with getting back with me. I thank Jacob for all his knowledge on retirement planning and execution.
  • Marley Ratcliff
    HIGHLY RECOMMEND
    Jacob is very knowledgeable, I have learned so much! Give him a listen!!!
  • Sean Ullrich
    Practical Information
    Jacob is a great teacher - I listen regularly!
  • Big Ole Paw
    Direct, concise, useful
    Appreciate this info - especially the simplification principles.
  • Complex made simple
    Quality Advice
    Jacob’s podcast is extremely detailed and concise. He helps articulate important retirement planning topics and is always thorough in his explanation of complex financial topics.
  • David 1466
    Simplicity Is Not Only Sophisticated But The Ultimate Hack That Makes You Smarter
    Jacob Duke is the perfect example of a meaningful specific in the financial world.His content is cut to the chase, straight to the point distilling the most important concepts you need to know on your journey towards financial independence.As a long time Boglehead aka follower and admirer of Jack Bogle the founder of Vanguard, I have come to appreciate the knack for explaining nuanced financial ideas in a pragmatic and immediately useful way.Do you want to increase your Financial I.Q.? Listen to all the episodes in Retirement Answers podcast and check out his YouTube channel too!
  • Marchewson
    Helpful information
    Jacob’s podcasts are concise and helpful. We are researching adding some of his suggestions to our retirement plan. I look forward to what I’ll learn next!
  • LBSDAD1288
    Clear explanation of confusing topics
    So glad I stumbled across this podcast. Jacob Duke definitely has the heart of a teacher. He explains the strategies that help take the mystery and uncertainty out of retirement planning. A truly common sense approach to maximizing wealth and minimizing taxes during the golden years! Thank you Jacob!
  • PhillyDZ11
    Packed with helpful info
    No other podcast packs as much relevant info as this podcast. It’s right to the point.
  • jjejenenrn
    Amazing podcast
    Love it! Done in a simple easy to understand way but still very valuable. Thank you
  • ThaSchocker
    Above and Beyond from Podcast to Phonecalls
    Jacob has went above and beyond in creating wonderful content to help the average consumer like myself get this knowledge and how to use it moving forward. Even more so, he has given me time out of his day to take on a few phone calls and help guide me through some of my many retirement questions. Thanks again and to anyone out there needing more information, Jacob Duke is you guy!
  • NFausett
    Very Informative podcast
    I love these podcasts. I find them very informative and I appreciate the way Jacob explains financial concepts in a very simple straightforward manner. I also like the topics he covers as I find them very applicable to my life!
  • momof3teenagegirls
    Great!!!!
    I just stumbled across this podcast and listened to everything for the whole last year and a half. Very good information very clear explanation and I will be definitely a future listener! I am 45 and wanting to retire next year so this information is helpful for me.
  • Dra1Harold2
    Very informative and helpful.
    Very clear explanation of considerations needed for making a good decision. Thanks again.
  • 12xdko
    Great podcast
    Great podcast Jacob look forward to more!
  • Carltonfiskwasawesome
    Fantastic !!!
    Easy listen and relevant ! Keep up the content. New sub here
  • snorita1003
    Great topics and easy to understand
    I just happened upon this podcast since I’m just ready to retire. Great relatable topics and examples. Going to recommend.
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