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
Apr 12, 2022 • 27min
Investing for Longevity When There's a Spousal Age Gap
In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap.Questions Answered: What would change if one spouse predeceased the other? How would your income and portfolio be impacted? What are the considerations when planning around one spouse predeceasing the other?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!
Apr 5, 2022 • 29min
How Do Roth Conversions Impact Inheritance/Legacy?
In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.Questions Answered: How can Roth Conversions be best implemented for legacy planning?What are the important strategies to be aware of when implementing Roth Conversions?How can Roth Conversions impact planning for inheritance?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!
Mar 29, 2022 • 30min
Where Should You Pull Income in the First Year of Retirement?
In this episode of Ready for Retirement, James discusses where you should pull income from in the first year of retirement.Questions Answered: What is the best account to pull from in retirement?Why do you need to have more than just a good financial plan? What are the best ways to withdraw income 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!
Mar 22, 2022 • 33min
4 Steps to Navigating Down Markets
In this episode of Ready for Retirement, James discusses 4 ways to navigate market downturns.Questions Answered: How should investors approach down markets? Why do you need to have more than just a good financial plan? How do you implement the guardrails approach?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!
Mar 15, 2022 • 27min
What's the Best Way to Rebalance Your Portfolio?
In this episode of Ready for Retirement, we’re talking about the best way to rebalance your portfolio.Questions Answered: How do I know if I need to rebalance my portfolio?How can we make sure I'm setting myself up to optimize my retirement strategy?What is the best rebalance strategy?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!
Mar 8, 2022 • 29min
How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
In this episode of Ready for Retirement, we’re talking about how to prioritize Roth Conversions v. Tax Gain Harvesting.Questions Answered: How do I know if I should prioritize Roth Conversions or Tax Gain Harvesting?How can we make sure I'm setting myself up to optimize my retirement strategy?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!
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!
