Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
Manage episode 463574723 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://ppacc.player.fm/legal.
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, I share 6 common tax mistakes retirees make around withdrawals, Roth conversions, capital gains, & Social Security.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Email: jacob@rivertreewealth.com
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.
120 episodes
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Manage episode 463574723 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://ppacc.player.fm/legal.
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, I share 6 common tax mistakes retirees make around withdrawals, Roth conversions, capital gains, & Social Security.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Email: jacob@rivertreewealth.com
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.
120 episodes
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Retirement Answers
1 Why Converting Everything to Roth is a MISTAKE 17:40
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Play Later Play Later Lists Like LikedAre you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thousands in taxes. Video on Social Security Taxation: https://youtu.be/fvrpISbRVak?si=-tF8oULLC7t7GmD7 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 What Most Retirees Don't Know About Social Security Survivor Benefits 25:38
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Play Later Play Later Lists Like LikedSocial Security survivor benefits are really confusing, but in this episode I break down everything you need to know about survivor benefits to help you make more informed decisions. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 Social Security Spousal Benefits - Avoid These Common Mistakes 14:54
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Play Later Play Later Lists Like LikedMost retirees assume they are entitled to 50% of their spouse's Social Security, but that is not true... In this episode, I outline the rules for Social Security spousal benefits, how it works, and why your decision to take Social Security impacts your spousal benefits. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 What You Can Do To Avoid The IRA Pro-Rata Rule 8:29
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Play Later Play Later Lists Like LikedDo you have after-tax money in your Traditional IRA? Well, when it comes time to make distributions or do Roth conversions, you could unknowingly pay more in tax that you otherwise have to if you aren't aware of the IRA Pro-Rata rule or how you can fix this issue before it becomes a problem. In this week's Friday Q&A, I answer James' question on this specific topic. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 What The Top 1% of Retirees Do Differently From Everyone Else 15:12
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Play Later Play Later Lists Like LikedThe top retirees approach retirement completely different from everyone else. They have an abundance mindset and live with intentionally, and that's what I discuss in today's episode. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 Why Your Roth Conversion Could Trigger Unexpected Tax Penalties 17:01
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Play Later Play Later Lists Like LikedRoth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you. In this Friday Q&A, we answer the following questions: How are dividends taxed in different account types? If I do a Roth conversion, do I need to make estimated tax payments or can I just pay when I file my taxes? 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 10 Retirement Hacks That Will Save You Money 29:07
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Play Later Play Later Lists Like LikedThere are a few simple ways to save money in retirement and keep more of your hard earned money in your pocket. In this episode, I share 10 hacks that will help you save money and reduce taxes in retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 Recession-Proof Your Portfolio By Doing THIS 11:39
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Play Later Play Later Lists Like LikedWhat if the market tanks right after you retire? It's important to be prepared and have a plan in place for the 'what-ifs' that could happen. In this weeks Friday Q&A, I answer Carolina's question and share how I like to build portfolios that are recession-proof. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
Roth conversions might be causing you to pay more in taxes compared to simply not doing any Roth conversions. In this episode, I explain how RMDs and your future tax rate could be much lower than the tax rate you would pay today on any Roth conversions you do. Roth is great, but it isn't always better. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 Planning for Travel Expenses in Retirement? Ask Yourself These Questions 9:22
9:22 Play Later Play Later Lists Like Liked9:22
Play Later Play Later Lists Like LikedTrying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A. I share a few things to consider as you plan how much you are going to spend on travel in retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 This is the BEST Way To Do Roth Conversions 14:55
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Play Later Play Later Lists Like LikedWhat if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible? In this episode, I share how you can use a charitable gifting strategy in tandem with your Roth conversions to eliminate the taxes on the conversion. It's like magic, but it's not... It's just strategy! 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 How To Plan For Long-Term Care in Retirement 12:51
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Play Later Play Later Lists Like LikedLong-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purchase insurance. In this Friday Q&A, I address Theresa's question about long-term care planning and how I think about it. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
1 Stock Market Crash? Take Advantage of These 3 Opportunities 18:01
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Play Later Play Later Lists Like LikedThe stock market might be taking a hit, but that doesn't mean there aren't opportunities out there. In fact, it's times like these the top 1% make the smartest moves. In this episode, I share 3 opportunities that you can take advantage of during market crashes. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
You've been investing throughout your entire career and trying to grow your portfolio so you are ready for retirement. But what happens to your investments when get to retirement? Should you make a bunch of changes? Should you be more conservative? Join me as I discuss how to approach investing during retirement and a few different things you need to consider. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Retirement Answers
The fear and unknowns of retirement make it hard for most retirees to spend confidently. In fact, I think spending with confidence in retirement might be the hardest thing to do. Will you run out of money? Are you spending too much? What if the market crashes and you never recover? All of the "what ifs" lead to under spending in the prime retirement years and dying with more money than you started retirement with. So, in this episode, I share tips on how you can overcome your worries about spending too much in retirement. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ If you want the Important Numbers 2025 PDF, send me an email! Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions Email: jacob@rivertreewealth.com 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.…
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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