
Sign up to save your podcasts
Or


How do you know if your retirement plan is good or not? And what are the different things you need to include in your plan? That's what I discuss in this episode because I share 6 things that every good retirement plan includes.
👉 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.
By Jacob Duke, CFP®4.9
9898 ratings
How do you know if your retirement plan is good or not? And what are the different things you need to include in your plan? That's what I discuss in this episode because I share 6 things that every good retirement plan includes.
👉 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.

448 Listeners

814 Listeners

1,320 Listeners

451 Listeners

549 Listeners

756 Listeners

549 Listeners

682 Listeners

194 Listeners

582 Listeners

833 Listeners

206 Listeners

594 Listeners

1,069 Listeners

183 Listeners