
Ready For Retirement
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!
Podcasting since 2020 • 287 episodes
Ready For Retirement
Latest Episodes
The Surprising Regrets of Wealthy Retirees | Root Talks
Retired with millions—but full of regret?In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrifici...
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Episode 286
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16:05

We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through a retirement planning scenario—looking at spending goals, taxes, travel, healthcare, ...
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Episode 285
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15:26

Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk through what it looks like to use money with intention, not just someday, but now.Prompted by a thoughtfu...
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Episode 284
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19:01

The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now
Health Savings Accounts (HSAs) don’t get much attention—but they should. With triple tax advantages (tax-free contributions, growth, and qualified withdrawals), HSAs offer a level of flexibility that’s hard to beat.I break down how to u...
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Episode 283
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16:59

When is the Best Time to Realize Gains in my Investment Account?
If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I walk through a clear framework I use with clients to help them decide when—and if—it makes sense ...
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Episode 282
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17:47
