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Retirement Answers

Jacob Duke, CFP®

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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Master the best of what other people have already figured out so you can use their lessons in your life to create an unstoppable advantage. Shane Parrish is an entrepreneur and sought-after speaker. His newsletter (https://fs.blog/podcast) offers timeless insights you can use to change your life. In The Knowledge Project, Shane interviews people at the top of their game. Every episode is packed with hard-earned lessons that you can use in your life. Tune in to create an unstoppable advantage ...
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Named for the ubiquitous government-issued, hardcover notebooks seen in the hands of servicemembers worldwide - This podcast dives into the notebooks of military leaders, business professionals, authors, and entertainers to examine lessons that will help listeners lead with the best version of themselves.
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Expert Banter

Nathan Shnaider

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Hosted by Nathan Shnaider, this podcast brings together a diverse array of guests for engaging conversations, delving into a spectrum of topics to provide thoughtful perspectives and insightful discussion.
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Tax Chats

Dyreng and Hoopes

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Taxes touch every aspect of society, including who rules, where factories are built, what people drink, what car they buy, when they have children, and when they die. Scott Dyreng (Duke) and Jeff Hoopes (UNC), two accounting professors, chat about taxes, including current events, with the energy of an over-caffeinated chihuahua. Listening is guaranteed to be far more entertaining than actually paying your taxes.
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The Ascend Your Success Podcast is a dynamic and inspiring podcast hosted by Wyatt Reed, a passionate leader in the Ascend Mastermind community alongside Jacob Ninan. This podcast goes beyond the surface, delving into the core values of Family, Business, and Service, guiding you on your journey to personal and professional growth. Each episode, Wyatt brings on a special guest to deliver to you a blend of insightful tips, compelling stories, and practical advice. Whether you're an established ...
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Everything a real estate agent, investor, or prospective homebuyer needs to know about the buying, selling, and closing process in Georgia. Doyle Johnson, a managing attorney with Lueder, Larkin & Hunter, sits down with the area's leading experts and takes you from listing to closing while having some fun along the way. Learn tips and listen to valuable real world stories from the best network of professionals in the business. The information on this podcast relates to Georgia Real Property ...
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Division 3's Finest

Ben Gavlik, Andrew Gilliland, and Jacob Schubert. In 'Division 3's Finest', three former elite D3 athletes (now podcasters) get together weekly to discuss the hottest topics in sports while interviewing a variety of athletes/cool people.

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The hottest sports podcast you'll ever see (you can't see us but you can hear us) by three former ELITE Division 3 athletes (now podcasters) Ben Gavlik, Andrew Gilliland, and recurring guest Jacob Schubert. Episodes drop every Wednesday and include a variety of sports talk and interviews with athletes/coaches/cool people we happen to somehow know. Please subscribe and share!!
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Things Anglican

Anglican Church in North America

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Podcast by the Anglican Church in North America featuring sermons and lectures from conferences, as well as interviews for listeners hungry for teaching and conversation that might renew the mind and heart, that we might become more obedient and effective servants of the God we love.
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The Field Of 68 Media Network introduces: The Pod Is The Roof, a UNC basketball podcast! Two proud alums, Jacob Karabatsos and Riley Davis, bring you coverage of the biggest brand in college hoops all year long! This podcast is a must-listen for any true Tar Heel! -- Purchase your Athletic Greens here with code FIELD68 Download the VLTED app here The Field of 68 merch store is now LIVE Purchase The Almanac here SUBSCRIBE to the Field of 68 Youtube Channel SUBSCRIBE to the Field of 68 Daily F ...
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DAVID SERERO Singer Baritone, Actor, Producer and Recording Artist Actor and baritone, David Serero, has received international recognition and critical acclaim from all over the world. At 37 years old, he has already performed more than 2,000 concerts and performances throughout the world, played in over 100 films and TV series, and recorded more than 20 albums. He entered the prestigious WHO'S WHO AMERICA for demonstrating outstanding achievements in the entertainment world and for the bet ...
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Will Bowen, author of A Complaint Free World: How to Stop Complaining and Start Enjoying the Life You Always Wanted joins Joe to discuss the negative impact of complaining on our perception of the world. They also explore how making a conscious effort to quit complaining can significantly improve our lives. In this episode, Joe and Will dive into t…
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Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Not sure where to pull income from first in retirement? It can be a overwhelming to figure this out because of the impact your distributions have on other items in retirement such as Social Security taxes, RMDs, Medicare Premiums, and more. This week on the …
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Send me a text message! Join Wyatt Reed as he sits down with real estate mogul Phil Duke Jr. on the Ascend Your Success Podcast. In this enlightening episode, Phil shares his transformative journey from a real estate agent to owning a brokerage and delving into real estate investing. Learn about his strategies for flipping houses, owner financing, …
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It's surprising how often we give our kids orders: "Do this!" "Don't do that!" But if we want to raise resilient and independent kids, is this the right approach? Michaeleen Doucleff argues there's a better way, and in this conversation, she explains why and shares practical strategies for solving the parenting "crisis" in the modern world. In this…
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Send us a Text Message. Henry David Thoreau famously refused to pay his poll tax and went to jail (very briefly) as a result. Jeff and Scott chat with Laura Dassow Walls, emerita English professor at Notre Dame and author of Henry David Thoreau: A Life, about what we can learn from Thoreau about taxes and the relationship they create between taxpay…
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Send me a text message! Welcome to the "Ascend Your Success" podcast! In this episode, Wyatt sits down with Andrew Lucas, founder of DealFindersClub.com to dive into the world of real estate investing and coaching. Together, they share their experiences, insights, and valuable tips for navigating the ever-changing landscape of real estate. From dis…
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Former Navy SEAL and New York Times bestselling author, Jack Carr, joins Joe for a powerful discussion ahead of the release of his 7th book in The Terminal List series, Red Sky Mourning. They explore the following: Why leaders need to be readers The perfect way to gift a book Transitioning from the military The importance of values in decision-maki…
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Send us a Text Message. Jeff and Scott chat with Jacob Bastian, assistant professor of Economics at Rutgers, about the earned income tax credit (EITC). Get CPE for listening to Tax Chats! Free CPE courses are available approximately one week after episodes are published. Visit https://earmarkcpe.com/ to download the free app. Go to the Tax Chats ch…
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Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they shouldn't be doing any at all. Yes, Roth conversions are a power tax planning strategy for retirees, but it's not the best strategy for everyone. Creating a comprehensive plan that is unique to your situ…
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Send me a text message! Hey everyone, Wyatt Reed here with an episode you can't afford to miss! Today, I'm chatting with the incredible Sean Young about a game-changing strategy for every entrepreneur: hiring virtual assistants. We're diving deep into: What exactly a virtual assistant is When and why you should start using one The crucial roles the…
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Succeeding in both life and business is very difficult. The skills needed to scale a company often clash with those required to cultivate a thriving home life. Yet, Brent Beshore seems to have cracked the code—or at least he's actively working on it. In this conversation, he spills his secrets on excelling in both arenas. This episode is split into…
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Need a custom retirement plan? 👉 Get started today: https://www.rivertreewealth.com/get-started Wondering if you have enough money saved up to retire comfortably in 2024? In this video, I provide a framework you can use to evaluate how much you need to live a worry-free retirement. ——————————————————————————— Website: https://www.rivertreewealth.co…
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Send me a text message! Jeremy Beland shares his expertise in acquiring off-market properties and using sales skills to provide value to distressed sellers. He emphasizes the importance of being a sales company rather than just a marketing company in real estate. Jeremy discusses the need for multiple exit strategies and highlights the benefits of …
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Send us a Text Message. Jeff and Scott talk to Nathan Goldman, accounting professor at North Carolina State University (completing the tax triangle between UNC, Duke, and NC State!)., about taxes and online sports betting. Sports betting was recently legalized in North Carolina, and Nathan co-wrote (with Christina Lewellen) a widely circulated piec…
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One of the biggest questions around Social Security is, "Will I pay income taxes on my Social Security benefits?" I answer this very question, walk through an example, and share some tips on how you can lower your Social Security taxes in the future. ——————————————————————————— Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin…
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Send me a text message! In this insightful episode of the Ascend Your Success Podcast (formerly The Seller Finance Deals podcast), I sit down with Jacob Ninan, a dynamic real estate entrepreneur. Jacob shares his remarkable journey from a corporate background to mastering real estate investing. We explore his early experiences with house flipping, …
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The skills it takes to get rich are drastically different from the skills it takes to stay rich. Few understand this phenomenon more than Morgan Housel. He's identified unique lessons about wealth, happiness, and money by studying the world's richest families and learning what they did to build their wealth and just how quickly they squandered it a…
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Over the last decade, therapy has become the de facto solution to solve all sorts of problems for all sorts of people. Everyone has slowly accepted that therapy is normal and a net benefit to society. But instead of helping kids work through difficult circumstances, what if it's just making the problems worse? That's what Abigail Shrier thinks is h…
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In recent years, there has been a growing concern around Social Security going insolvent. There are some truths to these concerns, but there are also many misunderstandings. The biggest misunderstanding is that Social Security will be going away entirely. The confusing part is that the Social Security trust fund could be running out in the future, …
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Send me a text message! In this episode of The Seller Finance Deals Podcast, I (Wyatt Reed) interview Steve Cavanaugh, a successful real estate investor with a "most recent" focus on storage facilities. Steve has worked in almost any type of real estate scenario and has landed on Storage Facilities... why? Find out as Steve shares his background in…
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Former World Series of Poker Champion and best-selling author, Annie Duke, returns to the show to discuss the concepts from her book, Quit: The Power of Knowing When to Walk Away. Annie shares insights on how grit, often celebrated as a virtue, can also lead to sticking with paths that no longer serve us. Joe and Annie draw parallels to other high-…
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Send us a Text Message. Scott and Jeff chat with Martha Gimbel, executive director of The Budget Lab at Yale University. We discuss the functions of the lab, including its efforts on budget scoring. Get CPE for listening to Tax Chats! Free CPE courses are available approximately one week after episodes are published. Visit https://earmarkcpe.com/ t…
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Jeff’s personal site and microblog RevSys uv DjangoCon Europe 2023: Yak-shaving to Where the Puck is Going to Be by Carlton Gibson django-vanilla-views neapoloitan django-template-partials Django Packages Django Jobs awesome-django 20 Django Packages That I Use in Every Project Django Interview Questions Sponsor Mailtrap.io…
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Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan. It doesn't have to complicated, so I am sharing 3 must-haves to include in your estate plan. There are more elements to think about including in your estate plan, but these should get you started. ———————————————…
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It's a jam-packed, final edition of the Jose Cruz Jr. Show! Coach wraps up the huge series win vs FAU. Second baseman Pierce Gallo breaks down his improved play and says that things could not have turned out better by choosing to transfer to Rice. Relief pitcher Garrett Stratton recaps the seven-out save vs FAU and then ranks the Owls hoopers on th…
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Send me a text message! In this episode of the Seller Finance Deals Podcast, I had the pleasure of interviewing one of my standout students, Gattlon Riddle. Gattlon's story is truly inspiring—he managed to quit his job and dive into real estate full-time in just 11 months. He walked me through his step-by-step journey and shared the strategies that…
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Former World Series of Poker Champion and best-selling author, Annie Duke, joins Joe to share her journey from studying cognitive science to becoming a poker legend, and how this experience led her to explore the cognitive underpinnings of decision-making in everyday life. Joe and Annie explore the fundamental concepts from her book, Thinking in Be…
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Send us a Text Message. Jeff and Scott chat with Gabriel Zucker about Code for America's efforts to enable better access to free tax filing, both at the federal level, and, facilitating state tax filing as the IRS roles out its direct filing program. Get CPE for listening to Tax Chats! Free CPE courses are available approximately one week after epi…
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So you inherited an IRA... But now what? Do you have to take all of the money out immediately? Over your lifetime? Within 10 years? The SECURE Act was instituted in 2020, but we are still trying to understand what the rules actually are for IRA inheritors. Prior to the SECURE Act, you could stretch the Required Minimum Distributions (RMD) over your…
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Bixby Family Head Baseball Coach Jose Cruz Jr. recaps the Owls last week of action, including the emotional Sunday win in Charlotte. Coach also reminisces about his first games in College-Station and he anticipates a good series vs FAU. Jack Riedel joins the show and talks about his power hitting approach, graduating from Rice and his dog Piper. Da…
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Send me a text message! Tune in to this inspiring episode of The Seller Finance Deals Podcast, where I, Wyatt Reed, delve into the transformative world of land flipping with my guest, Ray Zhang. From a challenging past of homelessness to crafting a multiple -figure annual business, Ray's journey is nothing short of remarkable. He shares his transit…
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Colin Stevens, author of Make Your Mark: Lessons from Legends for a Life of Fulfillment and Impact, joins the show to share his inspiring story of chasing a dream that didn't pan out the way he thought it would and the lessons he's learned along the way. Joe and Colin talk about the following topics: The importance of self-belief for achieving succ…
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Bixby Family Head Baseball Coach Jose Cruz Jr. wraps up the series win vs first-place UTSA. JD McCracken joins the show to discuss his golf game, love for hockey, and connection with pitching coach Parker Bangs. Sunday starter and Houston native Tucker Alch breaks down his strong start vs the Roadrunners and his longtime admiration of the Owls prog…
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Send us a Text Message. Jeff and Scott chat with Partho Shome about taxes in the colonial era in India, especially the excise tax on salt. They then discuss how these taxes lead to the famous "salt march" led by Mahatma Gandhi, which ultimately lead to Indian Independence. This experience is contrasted to the American independance movement, which a…
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There are lots of opinions and ideas around how to properly plan for and live out a successful retirement. Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients. Topics covered: - How to invest in retirement - How you can trust your plan - Why you should be proactive instead of react…
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Send me a text message! In this conversation, Zach Turner shares his experience in real estate investing, focusing on owner financing deals. He discusses his background as a pest control technician and his decision to get into real estate for the financial opportunities and freedom it offers. Zach shares his success in completing six deals in his f…
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What if reaching the next level of success wasn't determined by another skill, degree, or course but by something that changed on the inside? That's what Dr. Jim Loehr believes, and in this episode, he reveals everything he knows about mental toughness and winning the mind game. Shane and Loehr discuss the radical importance of the stories you tell…
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Jose Cruz Jr. wraps up the Owls sweep at USF, the team's offensive production and his perfect birthday weekend. Junior catcher Manny Garza talks about his big weekend, this year's staff improvements and what needs to be done the rest of the season. Treyton Rank discusses his Georgia roots, how he ended up at Rice, and how he views his leadership ro…
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It's an election year! We will be choosing the next President of the United States later this Fall and times like this often raise a lot of questions in investors' minds. "Will the stock market go down is this person is elected?" "Should I get out entirely to avoid any turbulence?" "Which political party has the best track record when it comes to s…
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Send me a text message! Tune in to this thrilling episode of The Seller Finance Deals Podcast, where I, Wyatt Reed, explore the lucrative world of self-storage investments with the insightful Alex Pardo. Discover the ins and outs of transitioning from residential wholesaling to owning and operating storage facilities, a niche yet robust real estate…
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