Retirement Answers

Another big change from the SECURE ACT 2.0 is coming in 2024... This time it has to do with catch-up contributions for everyone 50 or older.

Tune into this episode of Retirement Answers to learn everything you need to know about this rule change.

Enjoy the show!

Does retirement scare you or give you anxiety? Do you feel like there is too much to know? Well, you're not alone. Almost everyone I talk to who is trying to retire feels a sense of analysis paralysis. They know there are many considerations to thinking about when putting together their retirement plan, but are just unsure how to put it all together.

In comes the One-Page Plan... This is a documents that simply lists out what needs to evaluated and when. But how can you fit everything onto 1 page? Well, that's not really the point. The point is to create a distilled list of items to plan for rather than have a 50 page retirement plan. A long retirement plan will only leave you more confused...

I'm a fan of simplicity. I know that a One-Page Plan will give you clarity, direction, and increase your confidence around retirement. Listen in to see the power of how this works.

Other episodes mentioned: 3 Bucket Retirement Plan

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]

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Submit your question here: [email protected]

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

It's an election year! We will be choosing the next President of the United States later this Fall and times like this often raise a lot of questions in investors' minds.

• "Will the stock market go down is this person is elected?"
• "Should I get out entirely to avoid any turbulence?"
• "Which political party has the best track record when it comes to stock market returns?"
• "If that person get's elected, things with definitely go south."

But here's the hard part... We all have preferences and political biases. Separating our personal convictions from our investment decisions is the hardest part for most investors. Because of the need to confirm our biases, we make decisions that are detrimental to your investment success.

Hopefully this episode shows you that the President has far less impact on the stock market that you may think and that big decisions based on Presidential elections can prove to be very harmful.

Remember: We are investing in for-profit companies that provide goods and services you and I need, not a President. We are betting on those companies to find a way to sell those goods and services regardless of the current political or regulatory environment we find ourselves.

If you found this episode helpful, subscribe so you don't miss any future episodes.

Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]

My YouTube Channel

Resources:
How Stocks Have Behaved in an Election Month
The Market & US Presidential Elections
Interactive Visuals

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

Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, I share 6 common tax mistakes retirees make around withdrawals, Roth conversions, capital gains, & Social Security.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Email: [email protected]
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.