Ready For Retirement

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**Ready For Retirement**

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!

Latest Episodes:

5 Reasons You Should Retire Now Apr 11, 2023

Show notes

In this episode of Ready for Retirement, James discusses how to protect your most important financial assets.

Questions Answered:

How should you think about protecting your most important financial assets?
Understanding how to protect what's most important (your TIME)
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
2:13 - Downsides To Continuing Work
4:25 - Savings/Bonuses
6:55 - Financial/Personal
8:50 - Wages
12:03 - Financially Ready
14:58 - How Much?!
16:33 - TIME
17:02 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

How to Protect Your Most Important Financial Asset Apr 04, 2023

Show notes

In this episode of Ready for Retirement, James discusses how to protect your most important financial assets.

Questions Answered:

How should you think about protecting your most important financial assets?
Understanding how to protect what's most important
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
1:30 - Income
3:25 - Compounding
5:04 - Take-Home Pay
8:50 - Wage Increases
10:03 - 1% Better
13:58 - How Much?!
16:33 - Summary of What's In Your Control
19:35 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

How Much Umbrella Insurance Coverage Do You Need? Mar 28, 2023

Show notes

In this episode of Ready for Retirement, James discusses umbrella insurance coverage and how much you need.

Questions Answered:

How should I think about an Umbrella Insurance Policy (how much)?
Understanding how much defense (risk management) is needed
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
2:30 - Umbrella Insurance 101
3:25 - Home/Auto Policies
5:04 - Insurance Policies Examples
8:50 - Net Worth Value
10:03 - State Exemptions
13:58 - How Much?!
16:33 - Two Examples
19:05 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

How to Supercharge Your Retirement with Deferred Comp Plans Mar 21, 2023

Show notes

In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy.

Questions Answered:

How should I think about Deferred Compensation in context of my overall plan?
When does it make sense to defer compensation (and when does it NOT)?
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
2:30 - Deferred Compensation 101
3:25 - Retirement Expenses
5:04 - Tax Planning
8:50 - AVOID This Common Mistake
17:03 - Inflation Impact
19:58 - Deferred Comp Example
23:50 - Aligning Your Financial Goals
24:00 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement) Mar 14, 2023

Show notes

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.

Ari is the host of the Early Retirement podcast available here.
Ari is also on YouTube here.
Create your customized early retirement strategy with Ari here.

Episode Summary:

Should I pull from my Brokerage, IRA, Roth IRA or 401(k) account first?
Should I consider the Rule of 55 or 72(t) distribution?
How to improve your overall early retirement strategy

Timestamps:
00:00 - Introduction
1:41 - Assumptions
4:51 - Life First, Money Second
7:24 - Inflation & Taxes
9:55 - Rule of 55
12:17- 72(t) Distribution
15:30 - Income Needs
18:28 - Capital Gains Explained
22:15- How To Minimize Income
25:57 - Not Qualified
28:35 - Align Your Money With Your Goals

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement) Mar 07, 2023

Show notes

Ari is the host of the Early Retirement podcast available here.
Ari is also on YouTube here.
Create your customized early retirement strategy with Ari here.

Episode Summary:

How can you create tax-free income most effectively in retirement
Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)
How to improve your overall early retirement strategy

Timestamps:
00:00 - Introduction
1:20 - Life over Money
3:03 - Legacy Goals
5:31 - Examples Examples Examples!
8:35 - Never Pay Taxes Again
10:52 - Standard Deduction v. Itemized Deduction
14:28 - Brokerage Account
19:17 - AAPL Stock Example
22:15- MASTER Tax Tip!
25:01 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement) Feb 28, 2023

Show notes

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part one of a three-part series.
Ari is the host of the Early Retirement podcast available here. Ari is also on YouTube here. Create your customized early retirement strategy with Ari here.

Episode Summary:

How can you retire early with confidence
How to avoid common mistakes people make when retiring early
How to improve your overall financial strategy in retirement

Timestamps:
00:00 - Introduction
1:30 - Pretend You're Retired Today
2:25 - Financial Freedom
5:31 - Retirement = Tradeoffs
8:35 - Life First
10:43 - Part-Time Income
12:40 - Financial v. Nonfinancial aspects
14:28 - Practice Retirement First
18:52 - Guardrails Approach
21:45- Aligning Your Financial Goals
23:45 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

How Much Do You Need to Retire? Feb 21, 2023

Show notes

In this episode of Ready for Retirement, James discusses how much you need to retire.

Questions Answered:

How much do I need (financially)?
How do I prepare (mentally)?
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
2:30 - How much is ENOUGH?
3:25 - Retirement Expenses
5:04 - Assigning Your Dollars
8:50 - First Step
13:40 - Avoid THIS!
17:03 - Inflation Impact
19:58 - Taxes (Single v. MFJ)
21:55 - Health Considerations
23:50 - Aligning Your Financial Goals
24:00 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

Where Should I Invest Extra Income After Maxing My 401k? Feb 14, 2023

Show notes

In this episode of Ready for Retirement, James discusses what you should do with extra income after you max out your 401(k).

Questions Answered:

What are the best accounts to invest in after your 401(k)?
Should you invest in a brokerage/Roth/IRA/etc?
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
1:00 - Key Benefit
2:23 - Order of Operations
4:30 - Where To Save Next
6:14 - Example (Person A v. B)
9:50 - HSA (Health Savings Accounts)
12:33 - Backdoor Roth Contribution
15:46 - Brokerage Account Hack
18:50 - Paying Down Debt
21:08 - ESPP
23:50 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

What Should You Do With Your 401k When You Retire? Feb 07, 2023

Show notes

In this episode of Ready for Retirement, James discusses what you should do with your 401(k) when you retire.

Questions Answered:

What are the best ways to reduce fees in a 401(k)?
Should you move your 401(k) elsewhere?
How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction
1:45 - Listener Question
3:23 - 401(k) Hidden Fees
7:52 - Gaining More Control
9:45 - Investment Options
13:40 - Clunky Planning
17:03 - After-Tax Contributions
21:05 - Net Unrealized Appreciation
24:02 - Tax Treatment
26:08 - Age Importance
29:50 - Working With Us

Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

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