
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 • 291 episodes
Ready For Retirement
Latest Episodes
I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
Retirement planning isn’t about chasing numbers, it’s about building a life with intention.The Sequoia System helps you get clear on what matters most, organize your finances around that vision, and create a plan that supports...
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Episode 290
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21:38

Ready to Retire? Here's How to Tell Your Company │ Root Talks
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career.Whether you're months away or years out, this discussion tackles the fear, ...
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Episode 289
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24:32

How Much Can We Expect to Spend in Retirement with a $4M Portfolio?
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they may not need to wait until 65 to retire. Inste...
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Episode 288
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18:11

Social Security at 62 vs 67 vs 70: When should you start claiming your benefits?
Deciding when to start your Social Security benefits might be the single most consequential financial decision of your retirement journey. Should you claim early at 62, wait until full retirement age at 67, or delay until 70 to maximize your mo...
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Episode 287
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19:14

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
