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
Sep 27, 2022 • 20min
A Story of What You Are Actually Investing In
In this episode of Ready for Retirement, James discusses a story to better understand what you're actually invested in.Questions Answered: How can you reframe the way you view investingWhat are the best strategies to better understand your investmentsHow 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!
Sep 20, 2022 • 18min
What's the Best Way to Help My Kid Buy a Home?
In this episode of Ready for Retirement, James discusses the best way to help your children buy a home.Questions Answered: How can I best help my child buy a home?What are the best strategies to help?How does this impact my 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!
Sep 13, 2022 • 17min
How to Best Align Your Portfolio with Other Income Sources
In this episode of Ready for Retirement, James discusses how to best align your portfolio with other income sources.Questions Answered: How can I align my portfolio with my other income sources?What are the best investments for your specific goals?How do your investments and other income sources connect to 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!
Sep 6, 2022 • 24min
Should Gold Be Part of Your Investment Portfolio?
In this episode of Ready for Retirement, James discusses if gold should be part of your investment portfolio.Questions Answered: Should gold play a role in your investment portfolio?What are the best investments 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!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!
Aug 30, 2022 • 26min
What Are the Best Strategies for Reducing Required Minimum Distributions?
In this episode of Ready for Retirement, James discusses the best strategies for reducing RMDs (Required Minimum Distributions).Questions Answered: How can you minimize Required Minimum Distributions?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!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!
Aug 23, 2022 • 22min
Avoid 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!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!
Aug 16, 2022 • 25min
What'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!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!
Aug 9, 2022 • 18min
What 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!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!
Aug 2, 2022 • 15min
How 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!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!
Jul 26, 2022 • 24min
How 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!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!
