
Sign up to save your podcasts
Or


Are you sure your retirement plan is optimized for the right things? In this episode, I discuss what the true mark of a successful retirement plan is and why most people's plans will fail, just not in the way they expected.
👉 Work With Us: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers
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
Are you sure your retirement plan is optimized for the right things? In this episode, I discuss what the true mark of a successful retirement plan is and why most people's plans will fail, just not in the way they expected.
👉 Work With Us: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers
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.

450 Listeners

813 Listeners

1,311 Listeners

453 Listeners

546 Listeners

752 Listeners

559 Listeners

696 Listeners

191 Listeners

576 Listeners

828 Listeners

198 Listeners

596 Listeners

1,062 Listeners

185 Listeners