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Why Retirees with $1M Actually End Up With TOO MUCH

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Manage episode 513771947 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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-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.

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 513771947 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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-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.

  continue reading

135 episodes

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