Ready For Retirement

By 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... more

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FAQs about Ready For Retirement:

How many episodes does Ready For Retirement have?

The podcast currently has 285 episodes available.

Ready For Retirement episodes:

August 23, 2022Avoid These Pitfalls of Asset Location
In this episode of Ready for Retirement, James discusses how you can avoid the pitfalls of asset location.
Questions Answered:
How can you effectively invest in the right accounts?
What's the best account for your specific goals?
How do your investments connect to your overall retirement plan?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
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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!
...more
23min
August 16, 2022What's the Best Way to Teach Kids About Money and Investing?
In this episode of Ready for Retirement, James discusses the best way to teach kids about money and investing.
Questions Answered:
How can you effectively teach kids about money and investing?
What's the best strategy to have kids start to understand about money?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
26min
August 09, 2022What Return Should You Expect for a 60/40 Portfolio Going Forward?
In this episode of Ready for Retirement, James discusses what return you should expect from a 60/40 portfolio going forward.
Questions Answered:
Is the 60/40 portfolio the best portfolio in retirement?
What's the best strategy to utilize when it comes to determining the best allocation for my retirement goals?
How does this impact your overall retirement strategy?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
19min
August 02, 2022How do State Taxes Impact Roth v. Traditional Considerations?
In this episode of Ready for Retirement, James discusses how state taxes impact Roth v. Traditional Contributions.
Questions Answered:
How should you determine what tax strategy is best based on your state?
What's the best strategy to utilize when it comes to determining when to prioritize Roth contributions?
How does this impact your overall retirement strategy?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
15min
July 26, 2022How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
In this episode of Ready for Retirement, James discusses Rule 72t distributions to access retirement funds early and penalty-free.
Questions Answered:
How can you withdraw funds from retirement accounts early?
What's the best strategy to execute the Rule 72t distributions?
How does utilizing the Rule 72t impact the overall financial strategy?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
24min
July 19, 2022How to Use Individual Stocks for Better Tax-Planning
In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.
Questions Answered:
How can you use individual stocks for strategic tax planning?
What's the best strategy to utilize with individual stocks?
How does this impact your retirement strategy?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
25min
July 12, 2022How to Most Effectively Pull Funds Out of Your College Savings Account
In this episode of Ready for Retirement, James discusses how to most effectively pull funds out of your college savings account.
Questions Answered:
What are the tax implications of pulling from college savings accounts?
What are the best ways to utilize this account for your retirement goals?
What strategies exist when it comes to funding college?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
24min
July 05, 2022How to Turn Real Estate Equity Into Income in Retirement?
In this episode of Ready for Retirement, James discusses how to turn real estate equity into income in retirement.
Questions Answered:
How can I best use my real estate equity to create income in retirement?
What are passive investments to create a secure retirement?
How can you ensure you reach your retirement goals?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
23min
June 28, 2022Is Rental Real Estate a Good Idea in Retirement?
In this episode of Ready for Retirement, James discusses if rental real estate is a good idea in retirement.
Questions Answered:
Is it worth investing in rental real estate for retirement income?
What are passive investments to create a secure retirement?
How can you ensure you reach your retirement goals?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
27min
June 21, 20224 Steps to an Early Retirement with Ari Taublieb
In this episode of Ready for Retirement, James discusses with guest, Ari Taublieb, the four most important steps when considering an early retirement (non-traditional retirement). Ari is a financial planner at Root Financial Partners. Ari Taublieb is the host of the Early Retirement podcast. Ari also has a YouTube channel focusing on early retirement.
Questions Answered:
What are the primary considerations when it comes to retiring early?
How can you set up your finances to optimize your withdrawals?
What are the steps to a successful retirement when retiring early?
Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!
Facebook
LinkedIn
Website
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!
...more
29min

FAQs about Ready For Retirement:

How many episodes does Ready For Retirement have?

The podcast currently has 285 episodes available.

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