Ready For Retirement

Ready For Retirement

Por: James Conole, CFP®
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!
330 episodios disponibles

Latest episodes of the podcast Ready For Retirement

Mostrando página 3 de 17

Ready to Retire? Here's How to Tell Your Company │ Root Talks 29/05/2025
How Much Can We Expect to Spend in Retirement with a $4M Portfolio? 27/05/2025
Social Security at 62 vs 67 vs 70: When should you start claiming your benefits? 20/05/2025
The Surprising Regrets of Wealthy Retirees | Root Talks 15/05/2025
We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money? 13/05/2025
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending 01/05/2025
The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now 29/04/2025
When is the Best Time to Realize Gains in my Investment Account? 22/04/2025
Root Talks: How Does the Advisory Team Structure Work at Root? 17/04/2025
How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount) 15/04/2025
Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account 08/04/2025
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough 03/04/2025
The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans 01/04/2025
Why many retirees REGRET relying on Social Security Income 25/03/2025
Root Talks: What Role Does "Fun" Play in an Advisory Relationship? 20/03/2025
9 Things To STOP DOING After 60 18/03/2025
Your Roth IRA Could be Locked For 5 Years. Here's Why 11/03/2025
Root Talks: How Do Smart Retirees Handle Big One-Time Expenses? 06/03/2025
The Best Retirement Spending Stories I've Heard This Year 04/03/2025
One Simple Tip to Make Spending Easy in Retirement 25/02/2025
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