In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.

Questions Answered: 

• How can Roth Conversions be best implemented for legacy planning?
• What are the important strategies to be aware of when implementing Roth Conversions?
• How can Roth Conversions impact planning for inheritance?

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In this episode of Ready for Retirement, James discusses where you should pull income from in the first year of retirement.

Questions Answered: 

• What is the best account to pull from in retirement?
• Why do you need to have more than just a good financial plan? 
• What are the best ways to withdraw income in retirement?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

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In this episode of Ready for Retirement, James discusses 4 ways to navigate market downturns.

Questions Answered: 

• How should investors approach down markets? 
• Why do you need to have more than just a good financial plan? 
• How do you implement the guardrails approach?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

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Create Your Custom Strategy ⬇️

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In this episode of Ready for Retirement, we’re talking about the best way to rebalance your portfolio.

Questions Answered: 

• How do I know if I need to rebalance my portfolio?
• How can we make sure I'm setting myself up to optimize my retirement strategy?
• What is the best rebalance strategy?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

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Create Your Custom Strategy ⬇️

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In this episode of Ready for Retirement, we’re talking about how to prioritize Roth Conversions v. Tax Gain Harvesting.

Questions Answered: 

• How do I know if I should prioritize Roth Conversions or Tax Gain Harvesting?
• How can we make sure I'm setting myself up to optimize my retirement strategy?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

• Facebook
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ENJOY THE SHOW?

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

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Create Your Custom Strategy ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, we’re talking about the 5 most important parts of a successful financial strategy. 

Questions Answered: 

• What is the most important parts of a successful financial strategy?
• How can we make sure we're setting ourselves up for success in retirement?
• What should we make sure to avoid in retirement?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

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ENJOY THE SHOW?

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

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Create Your Custom Strategy ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, we’re talking about pensions and how you should take your pension when you retire.

Questions Answered: 

• Should I take my pension as an annuity or lump sum rollover?
• What are the pros and cons of each?
• When might both make sense?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

• Facebook
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ENJOY THE SHOW?

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

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Create Your Custom Strategy ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, we’re talking about how to know whether you should prioritize health insurance subsidies or Roth conversions.

Questions Answered: 

• Should I prioritize health insurance subsidies or Roth conversations?
• When won’t these strategies be relevant?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

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ENJOY THE SHOW?

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

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Create Your Custom Strategy ⬇️

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Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about how to manage Roth Conversions before taxes increase.

Questions answered: How can you manage Roth Conversions before taxes increase? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

We’re on YouTube! 

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 here969

Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding if you should buy long-term care insurance.

Questions answered: Should you buy Long-Term Care insurance? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partnership 

Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!