Episode description

As you approach retirement, you likely want to have everything planned out perfectly... 

• When you are going to start taking Social Security?
• When to do Roth conversions?
• How to use tax-gain harvesting?
• What your portfolio allocation should be?
• And so on

The good news is you aren't alone in your desire to have it all figured out before you jump in retirement, but here's the bad news... You're plan will be wrong... I know, probably not what you want to hear, but it's the truth.

In today's episode, I discuss this idea of your retirement plan being incorrect and how you should think about your plan instead.

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✅ If you want the Important Numbers 2025 PDF, send me an email!

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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.