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

4.9

775775 ratings

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FAQs about Ready For Retirement:

How many episodes does Ready For Retirement have?

The podcast currently has 350 episodes available.

Ready For Retirement episodes:

May 10, 2022How to Enjoy Life Today While Also Preparing for the Future
In this episode of Ready for Retirement, James discusses how to enjoy life today while also preparing for the future.

Questions Answered:

What can you do today to prepare for the future?
What should you consider when planning your retirement?
How can you ensure you don't outlive your money?

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 here

Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!
...more
22min
May 03, 2022The Complete Guide to Health Savings Accounts (HSA)
In this episode of Ready for Retirement, James discusses the complete guide to Health Savings Accounts (HSA).
Questions Answered:
How can you use an HSA most effectively?
What should you consider when planning your healthcare expenses?
How can you ensure you don't outlive your money?

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 here
Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!
...more
28min
April 26, 2022The 3 Most Important Mindset Shifts to Make Going Into Retirement
In this episode of Ready for Retirement, James discusses the 3 most important mindset shifts to make going into retirement.
Questions Answered:
What are the mindset shifts to make going into retirement?
What should you consider when planning your retirement expenses?
How can you ensure you optimize your money?
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 here
Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!
...more
24min
April 19, 2022How Likely is it That You'll Run Out of Money in Retirement?
In this episode of Ready for Retirement, James discusses how likely it is that you'll run out of money in retirement?
Questions Answered:
Is it likely that you will outlive your money in retirement?
What should you consider when planning your retirement expenses?
How can you ensure you don't outlive your money?

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 here
Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!
...more
25min
April 12, 2022Investing for Longevity When There's a Spousal Age Gap
In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap.
Questions Answered:
What would change if one spouse predeceased the other?
How would your income and portfolio be impacted?
What are the considerations when planning around one spouse predeceasing the other?

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 here
Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!
...more
27min
April 05, 2022How Do Roth Conversions Impact Inheritance/Legacy?
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?
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 here
Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!
...more
30min
March 29, 2022Where Should You Pull Income in the First Year of Retirement?
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

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
30min
March 22, 20224 Steps to Navigating Down Markets
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

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
33min
March 15, 2022What's the Best Way to Rebalance Your Portfolio?
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!
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
28min
March 08, 2022How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
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
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 350 episodes available.

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