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
Mar 1, 2022 • 28min
The 5 Most Important Parts of a Successful Financial Strategy
In this episode of Ready for Retirement, we’re talking about the 5 most important parts of a successful financial strategy. Questions Answered: What is the most important parts of a successful financial strategy?How can we make sure we're setting ourselves up for success in retirement?What should we make sure to avoid in retirement?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!
Feb 22, 2022 • 24min
Should I Take My Pension as an Annuity or Lump Sum Rollover?
In this episode of Ready for Retirement, we’re talking about pensions and how you should take your pension when you retire.Questions Answered: Should I take my pension as an annuity or lump sum rollover?What are the pros and cons of each?When might both make sense?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!
Feb 15, 2022 • 30min
Should I Prioritize Health Insurance Subsidies or Roth Conversions?
In this episode of Ready for Retirement, we’re talking about how to know whether you should prioritize health insurance subsidies or Roth conversions.Questions Answered: Should I prioritize health insurance subsidies or Roth conversations?When won’t these strategies be relevant?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!
Feb 8, 2022 • 29min
How to Manage Roth Conversions Before Taxes Increase
Our topic on this episode of the Ready for Retirement podcast is about how to manage Roth Conversions before taxes increase.Questions answered: How can you manage Roth Conversions before taxes increase? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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 here969Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Feb 1, 2022 • 34min
How Do I Know if I Should Purchase Long-Term Care Insurance?
Our topic on this episode of the Ready for Retirement podcast is about understanding if you should buy long-term care insurance.Questions answered: Should you buy Long-Term Care insurance? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partnership Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
Jan 25, 2022 • 25min
Why a Monte Carlo Analysis Is Not a Financial Plan
Our topic on this episode of the Ready for Retirement podcast is about why a Monte Carlo analysis is not a financial planQuestions answered: What is a Monte Carlo analysis and how does it impact our retirement plan? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Jan 18, 2022 • 25min
Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
Our topic on this episode of the Ready for Retirement podcast is about the differences between investing in a tax-deferred annuity and a brokerage account.Questions answered: Should you invest in a tax-deferred annuity or a brokerage account? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Jan 11, 2022 • 23min
Should I Invest in iBonds Paying 7.12%?
Our topic on this episode of the Ready for Retirement podcast is about the recent iBonds paying 7.12%.Questions answered: Should you invest in iBonds paying 7.12%? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Jan 4, 2022 • 31min
Key Planning Points to Consider When Retiring Before 65
Our topic on this episode of the Ready for Retirement podcast is about the key planning points to consider when retiring before age 65.Questions answered: How can you make sure you're on track to retire before age 65? What strategies can you implement to ensure you create your ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Dec 28, 2021 • 24min
How to Plan For Varying Withdrawal Needs In Retirement
Our topic on this episode of the Ready for Retirement podcast is about planning for varying withdrawal needs in retirementQuestions answered: Where should I pull funds from first and how does that impact my retirement strategy? What strategies can I implement to maximize my income in retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
