Our topic on this episode of the Ready for Retirement podcast is about annuities and whether or not you should have one in your portfolio.

Questions answered: What do I need to look for when determining if an annuity is right for me?  What are the benefits and cons of including an annuity in my portfolio? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

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

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!

Our topic on this episode of the Ready for Retirement podcast is a case study on how to make the right decision for you with all of the various retirement options.

Questions answered: What are the best investment strategies throughout retirement? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

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

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!

Our topic on this episode of the Ready for Retirement podcast is about how you should invest once you have more than enough to retire.

Questions answered: How should I invest throughout retirement? What investment strategies can I implement to improve my financial future? What should I do with additional funds in retirement that I want to invest? What is the best approach for my individual situation? 

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

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!

Our topic on this episode of the Ready for Retirement podcast is about how I do my budget and why most budgeting doesn’t work.

Questions answered: Should everyone have a budget? What’s the best way to track my budget? How can I make sure I’m on track to reach my financial goals? What is the best approach for my individual situation? 

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

I'm A Financial Planner and This Is How I Budget

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!

Our topic on this episode of the Ready for Retirement podcast is part four of the financial tune-up series: What to Look For When Reviewing My Estate Planning Documents.

Questions answered: What do I need to look for when reviewing my Estate Planning documents? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

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

What Issues Should I Consider When Reviewing My Estate Planning Documents?

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!

Our topic on this episode of the Ready for Retirement podcast is part three of the financial tune-up series: What to Look For When Reviewing Insurance Policies.

Questions answered: What do I need to look for when looking at insurance policies? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

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

Checklist - What Issues Should I Consider When Reviewing My Health & Life Insurance Policies?

Checklist - What Issues Should I Consider When Purchasing Long-Term Care Insurance?

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!

Our topic on this episode of the Ready for Retirement podcast is part two of the financial tune-up series where I discuss what to look for when reviewing your investments.

Questions answered: How do I know if I’m invested appropriately for my goals? What should I invest in? What is the best approach for my individual situation? 

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

Checklist: What Issues Should I Consider When Reviewing My Investments

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!

Our topic on this episode of the Ready for Retirement podcast is part one of the financial tune-up series: How to Review Your 2020 Tax Return.

Questions answered: What does my 2020 Tax Return tell me about how best to manage my financial situation? What tax planning strategies can I implement to improve my financial future? What is the best approach for my individual situation? 

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

Checklist: What Issues Should I Consider When Reviewing My 2020 Tax Return

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!

Our topic on this episode of the Ready for Retirement podcast is about understanding how to navigate Required Minimum Distributions (RMDs).

Questions answered:  What do I need to know about RMDs? How do I calculate RMDs? What tax strategies can I implement to avoid or limit RMDs? What is the best approach for my individual situation? 

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

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!

Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes most sense to consider making Roth Conversions.

Questions answered: When should I consider a Roth Conversion? What are the pros & cons of a Roth Conversion? What is the best approach for my individual situation? 

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

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!