EPISODE · Oct 15, 2025 · 14 MIN
Why Retirees with $1M Actually End Up With TOO MUCH
from Retirement Answers · host Jacob Duke, CFP®
Are you making the same mistake many other retirees make? If so, you could end up missing out on a lot right now, and have more money that you ever need later in life. In this episode, I talk about the underspending epidemic among retirees and what causes it.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: [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.
What this episode covers
Are you making the same mistake many other retirees make? If so, you could end up missing out on a lot right now, and have more money that you ever need later in life. In this episode, I talk about the underspending epidemic among retirees and what causes it.👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbersEmail: [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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Why Retirees with $1M Actually End Up With TOO MUCH
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