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
Aug 17, 2021 • 26min
How Do I Plan for Longevity Without Sacrificing the "Good Years"?
Our topic on this episode of the Ready for Retirement podcast is about understanding how to plan for longevity without sacrificing the “Good Years”.Questions answered: What are the best strategies to ensure I don’t outlive my money? How can I use my finances to ensure I’m maximizing my different goals (pre-retirement and post-retirement)? 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!
Aug 10, 2021 • 24min
When Does it Make Sense to Work with a Financial Planner?
Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes sense to work with a financial planner.Questions answered: Should I work with a financial planner? When is the best time to hire a financial planner? What are the different ways financial planners work with clients? 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?Schedule Your Initial Consultation Call HereLET'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 3, 2021 • 19min
How to Consolidate Accounts Without "Putting All Your Eggs in One Basket"
Our topic on this episode of the Ready for Retirement podcast is about understanding how to consolidate your accounts without putting all of your eggs in one basket.Questions answered: How can I ensure I’m diversified if all of my accounts are in one location? What are the best strategies when it comes to implementing diversification? 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!
Jul 27, 2021 • 19min
Should I Switch From Pre-tax to Roth 401(k)?
Our topic on this episode of the Ready for Retirement podcast is about 401(k)s and specifically whether or not you should switch from pre-tax 401(k) to an after-tax (Roth) 401(k).Questions answered: Should I be contributing to my 401(k) or Roth 401(k)? What are the pros and cons to each? What strategies can I implement today 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?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 20, 2021 • 20min
How Much Do People Actually Spend in Retirement?
Our topic on this episode of the Ready for Retirement podcast is about understanding how much people actually spend in retirement.Questions answered: What do people actually spend in retirement and how much does it differ from what they anticipated? What planning can I do now to ensure I don’t outlive my money? 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?Episodes Mentioned:Episode 27: How Much Can I Safely Spend In Retirement?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 13, 2021 • 23min
Lessons Learned From History's Greatest Investors
Our topic on this episode of the Ready for Retirement podcast is about the lessons learned from history’s greatest investors.Questions answered: What do all great investors do? What are the most important lessons / stories throughout history surrounding investing? 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?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 6, 2021 • 15min
5 Things You'll Wish You Knew Before You Retired
Our topic on this episode of the Ready for Retirement podcast is about 5 things you will have wished you knew before you retire.Questions answered: What should I know before I retire? What can I do to prepare for retirement? 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?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!
Jun 29, 2021 • 23min
Pros and Cons of Dividend Investing
Our topic on this episode of the Ready for Retirement podcast is about the pros and cons of dividend investing.Questions answered: What percentage of my portfolio should be coming from dividends in retirement? 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?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!
Jun 22, 2021 • 18min
Here's the Mindset Shift People Struggle to Make in Retirement
Our topic on this episode of the Ready for Retirement podcast is about how to go from a saving mindset to a spending mindset.Questions answered: What amount should I feel comfortable spending in retirement? What can I do to shift anxiety that comes from no longer receiving a consistent paycheck? 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?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!
Jun 15, 2021 • 30min
Should I Purchase an Annuity With Part of My Portfolio?
Our topic on this episode of the Ready for Retirement podcast is about annuities and whether or not you should have one in your portfolio.Questions answered: What do I need to look for when determining if an annuity is right for me? What are the benefits and cons of including an annuity in my portfolio? 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?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!
