Ready For Retirement
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 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!
Episodes
Mentioned books
Dec 6, 2022 • 31min
What Investments Should I Own in My Retirement Portfolio?
In this episode of Ready for Retirement, James discusses what investments you should own in your retirement portfolio?Questions Answered: What are the best investments to provide income throughout retirement?What are the best strategies to maximize income?How can your overall retirement strategy be improved?Timestamps:00:00 - Introduction 5:05 - Stock Ownership12:15 - Company FAQs19:55 - Just Need S&P 500?26:03 - Safe Investments?29:09 - How Much Do You Need?Check out all of our podcast episodes and more on our YouTube channel here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Nov 29, 2022 • 21min
Are Withdrawal Rate Rules Still Applicable in Today's Markets?
In this episode of Ready for Retirement, James discusses if withdrawal rates are still applicable in today's markets.Questions Answered: Can we still trust withdrawal rate rules?What are the best strategies to maximize income?How can your overall retirement strategy be improved?Check out our main channel for all of our podcast episodes and more on YouTube here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Nov 22, 2022 • 16min
What Are the Pros and Cons of Mega Backdoor Roth Conversions?
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Nov 15, 2022 • 15min
Should You Get a 15 or 30 Year Mortgage?
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
4 snips
Nov 8, 2022 • 15min
How Should You Invest Your Bridge Account?
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Nov 1, 2022 • 18min
How to Plan Differently When Spouses Retire at Different Times
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Oct 25, 2022 • 24min
Why Are Bond Prices Falling & What to Do About It
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Oct 18, 2022 • 29min
5 Steps To Prepare For Retirement Today with Ari Taublieb
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 todayWhat 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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Oct 11, 2022 • 25min
How Do You Know if You Have Enough to Retire?
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Oct 4, 2022 • 22min
Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
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!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
