Ready For Retirement

In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.Questions Answered: How can you use individual stocks for strategic tax planning?What's the best strategy to utilize with individual stocks?How does this impact your 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!

In this episode of Ready for Retirement, James discusses how to most effectively pull funds out of your college savings account.Questions Answered: What are the tax implications of pulling from college savings accounts?What are the best ways to utilize this account for your retirement goals?What strategies exist when it comes to funding college?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!

In this episode of Ready for Retirement, James discusses how to turn real estate equity into income in retirement.Questions Answered: How can I best use my real estate equity to create income in retirement?What are passive investments to create a secure retirement?How can you ensure you reach your retirement goals?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!

In this episode of Ready for Retirement, James discusses if rental real estate is a good idea in retirement.Questions Answered: Is it worth investing in rental real estate for retirement income?What are passive investments to create a secure retirement?How can you ensure you reach your retirement goals?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!

In this episode of Ready for Retirement, James discusses with guest, Ari Taublieb, the four most important steps when considering an early retirement (non-traditional retirement). Ari is a financial planner at Root Financial Partners. Ari Taublieb is the host of the Early Retirement podcast. Ari also has a YouTube channel focusing on early retirement.Questions Answered: What are the primary considerations when it comes to retiring early?How can you set up your finances to optimize your withdrawals?What are the steps to a successful retirement when retiring early?Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'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!

In this episode of Ready for Retirement, James discusses how to implement (and do better than) the 4% rule.Questions Answered: How can you maximize your withdrawal strategy?What should you consider in terms of withdrawing funds from your investments?How can you ensure you reach your retirement goals?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'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!

In this episode of Ready for Retirement, James discusses how to invest in different portfolio "buckets".Questions Answered: How can you best be invested for your goals?What should you consider in terms of withdrawing funds from your investments?How can you ensure you reach your retirement goals?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'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!

In this episode of Ready for Retirement, James discusses how to be a better investor with guest, Chad Hufford, owner of Veritas Wealth Management in Anchorage, Alaska.Questions Answered: How can you become a better investor?What should you to become a better investor and set yourself up to reach your retirement goals?How can you ensure you reach your retirement goals?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'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!

In this episode of Ready for Retirement, James discusses how withdrawal rates should change if you don't have any legacy goals.Questions Answered: How can you plan most effectively for your legacy goals (or lack thereof)?What should you consider in terms of withdrawing funds and your goals?How can you ensure you reach your retirement goals?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'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!

In this episode of Ready for Retirement, James discusses how to get financially organized.Questions Answered: How can you be most organized financially?What should you consider when planning for financial organization?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 PartnersLET'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!