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Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
Manage episode 520079789 series 3436785
You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important lesson that I think anyone who is preparing for retirement needs to understand.
๐ Book a call with me: https://www.rivertreewealth.com/get-started
โ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
140 episodes
Manage episode 520079789 series 3436785
You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important lesson that I think anyone who is preparing for retirement needs to understand.
๐ Book a call with me: https://www.rivertreewealth.com/get-started
โ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-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.
140 episodes
All episodes
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