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:

What Are the Pros and Cons of Mega Backdoor Roth Conversions? Nov 22, 2022

Show notes

In this episode of Ready for Retirement, James discusses the pros and cons of Mega Backdoor Roth Conversions.

Questions Answered:

When does it make most sense to implement?
What are the best strategies to implement Mega Backdoor Roth Conversions?
How can your overall retirement strategy be improved?

Check out our main channel on YouTube 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!

Should You Get a 15 or 30 Year Mortgage? Nov 15, 2022

Show notes

In this episode of Ready for Retirement, James discusses if you should get a 15 or 30 year mortgage.

Questions Answered:

What mortgage is best for you?
What are the best strategies to view real estate in retirement?
How can your overall retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube 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 Should You Invest Your Bridge Account? Nov 08, 2022

Show notes

In this episode of Ready for Retirement, James discusses how to invest your bridge account.

Questions Answered:

How should you invest your brokerage account?
What are the best strategies to think about how your bridge account impacts your overall plan?
How can your overall retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube 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 Plan Differently When Spouses Retire at Different Times Nov 01, 2022

Show notes

In this episode of Ready for Retirement, James discusses how to plan for retirement when you and your spouse will be retiring at different times.

Questions Answered:

Where will income come from when one spouse is no longer working?
What are the best strategies to create income in retirement when you retire at a different age than your spouse?
How can your overall retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube 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!

Why Are Bond Prices Falling & What to Do About It Oct 25, 2022

Show notes

In this episode of Ready for Retirement, James discusses why bond prices are falling and what you can do to protect your portfolio.

Questions Answered:

Why are bond prices falling?
What are the best strategies to protect your portfolio for the long-term?
How can your retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube 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 Steps To Prepare For Retirement Today with Ari Taublieb Oct 18, 2022

Show notes

In this episode of Ready for Retirement, James Conole discusses with guest, Ari Taublieb, the 5 steps so you can begin preparing for retirement today!
Ari is the Vice President of Root Financial Partners and host of the Early Retirement Podcast. Ari also has a YouTube Channel here where he discusses tips and strategies to retire early.

Questions Answered:

What are the 5 steps to prepare for retirement today
What is the framework to start thinking through so you can optimize your retirement?
How do investments, taxes, withdrawal strategy, Social Security, etc. all connect to build a comprehensive financial strategy?

Check out the Ready for Retirement podcast on YouTube here!
Check out our main channel on YouTube 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 Do You Know if You Have Enough to Retire? Oct 11, 2022

Show notes

In this episode of Ready for Retirement, James discusses if you how to know if you have enough to retire.

Questions Answered:

How do you know if you have enough to retire?
What are the best strategies to understand your retirement timeline?
How can your retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube 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!

Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket? Oct 04, 2022

Show notes

In this episode of Ready for Retirement, James discusses if you should use Roth or Pre-Tax if you're in a 24% tax bracket.

Questions Answered:

How do your taxes impact your overall financial plan?
What are the best strategies to understand your tax plan?
How do your investments impact your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!

ENJOY THE SHOW?

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

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

A Story of What You Are Actually Investing In Sep 27, 2022

Show notes

In this episode of Ready for Retirement, James discusses a story to better understand what you're actually invested in.

Questions Answered:

How can you reframe the way you view investing
What are the best strategies to better understand your investments
How do your investments impact your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!

ENJOY THE SHOW?

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

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

What's the Best Way to Help My Kid Buy a Home? Sep 20, 2022

Show notes

In this episode of Ready for Retirement, James discusses the best way to help your children buy a home.

Questions Answered:

How can I best help my child buy a home?
What are the best strategies to help?
How does this impact my overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!

ENJOY THE SHOW?

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

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!