Every Retirement Plan Has This MAJOR Problem

What this episode covers

As you approach retirement, you likely want to have everything planned out perfectly... When you are going to start taking Social Security?When to do Roth conversions?How to use tax-gain harvesting?What your portfolio allocation should be?And so onThe good news is you aren't alone in your desire to have it all figured out before you jump in retirement, but here's the bad news... You're plan will be wrong... I know, probably not what you want to hear, but it's the truth.In today's episode, I discuss this idea of your retirement plan being incorrect and how you should think about your plan instead.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ If you want the Important Numbers 2025 PDF, send me an email!Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questionsEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob 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.

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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 14 minutes long.

When was this Retirement Answers episode published?

This episode was published on February 19, 2025.

What is this episode about?

As you approach retirement, you likely want to have everything planned out perfectly... When you are going to start taking Social Security?When to do Roth conversions?How to use tax-gain harvesting?What your portfolio allocation should be?And so...

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