Jacob Duke Cfp

Retirement Tax Strategies (How To Pay Less Tax When You Retire) 11:11
Retirement Tax Strategies (How To Pay Less Tax When You Retire) Jacob Duke, CFP® 2,517 5 месяцев назад
I'm 58 with $700,000 in my Savings. How Do I Retire Today? 14:44
I'm 58 with $700,000 in my Savings. How Do I Retire Today? Jacob Duke, CFP® 171,796 11 месяцев назад
How Tax-Gain Harvesting Can Save You THOUSANDS 13:29
How Tax-Gain Harvesting Can Save You THOUSANDS Jacob Duke, CFP® 3,307 3 месяца назад
Your Complete Guide to Social Security Taxation! 12:53
Your Complete Guide to Social Security Taxation! Jacob Duke, CFP® 8,487 4 месяца назад
Retiring at 60 with $1m Portfolio - Case Study 10:43
Retiring at 60 with $1m Portfolio - Case Study Jacob Duke, CFP® 21,510 1 год назад
Retirement Planning in Your 50s (Case Study) 21:50
Retirement Planning in Your 50s (Case Study) Jacob Duke, CFP® 4,176 1 год назад
I have $1.7m, should I take SS at 62? (CASE STUDY) 22:14
I have $1.7m, should I take SS at 62? (CASE STUDY) Jacob Duke, CFP® 6,091 1 год назад
How Do Financial Advisors Get Paid? 15:16
How Do Financial Advisors Get Paid? Jacob Duke, CFP® 1,080 1 год назад
Retirement Planning for Singles with $1M (Case Study) 19:02
Retirement Planning for Singles with $1M (Case Study) Jacob Duke, CFP® 10,610 1 год назад
$5M Case Study: Holistic Retirement & Estate Planning 52:56
$5M Case Study: Holistic Retirement & Estate Planning Jacob Duke, CFP® 334 11 месяцев назад
What Retiring With $1.5 Million Actually Gets You in 2025 14:25
What Retiring With $1.5 Million Actually Gets You in 2025 Jacob Duke, CFP® 10,778 8 дней назад
Can I retire with $500k? 10:04
Can I retire with $500k? Jacob Duke, CFP® 1,039 1 год назад
Can I Contribute to Roth & Traditional IRA's in the Same Tax Year? 02:05
Can I Contribute to Roth & Traditional IRA's in the Same Tax Year? Jacob Duke, CFP® 262 1 год назад
Don't Retire Until You've Done This (Retirement Gap Years Planning) 18:57
Don't Retire Until You've Done This (Retirement Gap Years Planning) Jacob Duke, CFP® 5,300 1 год назад
The 4 Parts of a Successful Retirement Plan 27:33
The 4 Parts of a Successful Retirement Plan Jacob Duke, CFP® 581 1 год назад
Lower Your Taxes in Retirement with Asset LOCATION 12:51
Lower Your Taxes in Retirement with Asset LOCATION Jacob Duke, CFP® 2,778 1 год назад
5 Common Retirement Regrets & How To Avoid Them 22:36
5 Common Retirement Regrets & How To Avoid Them Jacob Duke, CFP® 399 1 год назад
BIG Retirement Risk: Investing Too Conservatively in Retirement (Case Study) 16:02
BIG Retirement Risk: Investing Too Conservatively in Retirement (Case Study) Jacob Duke, CFP® 1,929 1 год назад
6 Roth Conversion Mistakes to Avoid 09:48
6 Roth Conversion Mistakes to Avoid Jacob Duke, CFP® 3,578 1 год назад
The Secret Ingredient to a Successful Retirement 18:14
The Secret Ingredient to a Successful Retirement Jacob Duke, CFP® 378 1 год назад

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