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
May 25, 2021 • 32min
Here's How I Do My Budget And Why Most Budgeting Doesn't Work
Our topic on this episode of the Ready for Retirement podcast is about how I do my budget and why most budgeting doesn’t work.Questions answered: Should everyone have a budget? What’s the best way to track my budget? How can I make sure I’m on track to reach my financial goals? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?I'm A Financial Planner and This Is How I BudgetLET'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!
May 18, 2021 • 22min
Financial Tune Up - What to Look For When Reviewing Your Estate Plan
Our topic on this episode of the Ready for Retirement podcast is part four of the financial tune-up series: What to Look For When Reviewing My Estate Planning Documents.Questions answered: What do I need to look for when reviewing my Estate Planning documents? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?What Issues Should I Consider When Reviewing My Estate Planning Documents?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!
May 11, 2021 • 22min
Financial Tune Up - What to Look For When Reviewing Insurance Policies
Our topic on this episode of the Ready for Retirement podcast is part three of the financial tune-up series: What to Look For When Reviewing Insurance Policies.Questions answered: What do I need to look for when looking at insurance policies? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?Checklist - What Issues Should I Consider When Reviewing My Health & Life Insurance Policies?Checklist - What Issues Should I Consider When Purchasing Long-Term Care Insurance?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!
May 4, 2021 • 24min
Financial Tune Up - What to Look For When Reviewing Your Investments
Our topic on this episode of the Ready for Retirement podcast is part two of the financial tune-up series where I discuss what to look for when reviewing your investments.Questions answered: How do I know if I’m invested appropriately for my goals? What should I invest in? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?Checklist: What Issues Should I Consider When Reviewing My InvestmentsLET'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 27, 2021 • 23min
Financial Tune Up - How to Review Your 2020 Tax Return
Our topic on this episode of the Ready for Retirement podcast is part one of the financial tune-up series: How to Review Your 2020 Tax Return.Questions answered: What does my 2020 Tax Return tell me about how best to manage my financial situation? What tax planning strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?Checklist: What Issues Should I Consider When Reviewing My 2020 Tax ReturnLET'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 20, 2021 • 20min
How to Navigate Required Minimum Distributions (RMDs)
Our topic on this episode of the Ready for Retirement podcast is about understanding how to navigate Required Minimum Distributions (RMDs).Questions answered: What do I need to know about RMDs? How do I calculate RMDs? What tax strategies can I implement to avoid or limit RMDs? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Apr 13, 2021 • 20min
At What Point Should I Consider Making Roth Conversions?
Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes most sense to consider making Roth Conversions.Questions answered: When should I consider a Roth Conversion? What are the pros & cons of a Roth Conversion? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Apr 6, 2021 • 22min
Should I Pay Off My Mortgage or Invest?
Our topic on this episode of the Ready for Retirement podcast is about paying off a mortgage or investing.Questions answered: Should I pay off my mortgage or invest? What are the trade-offs of investing vs. paying down a mortgage? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
Mar 30, 2021 • 32min
How to Create Purpose and Meaning in Retirement
Our topic on this episode of the Ready for Retirement podcast is all about how you can create a purposeful and meaningful retirement.Questions answered: How do I create a strategy to have a fulfilling retirement? What activities should I do in retirement? How can I make sure I don't outlive my money? Are you ready to start focusing on the things that truly matter when it comes to your financial future?Guest Interview: Joe Casey Joe Casey helps individuals nearing retirement (or in retirement) who want to create a purposeful and meaningful retirement. Joe has a podcast dedicated to focusing on how you plan on investing your precious time in retirement: The Retirement Wisdom PodcastWebsite: https://www.retirementwisdom.com/Joe can be reached at joe@retirementwisdom.comLET'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 23, 2021 • 21min
The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
Our topic on this episode of the Ready for Retirement podcast is about creating the ultimate tax planning strategy - combining Roth Conversions with Other Deductions.Questions answered: When should I do a Roth Conversion? How do I know which deductions I should take advantage of? How could a Donor-Advised Fund help reduce my taxes? Can I gift stock to my Donor-Advised Fund? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?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!
