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 • 263 episodes
Ready For Retirement
Latest Episodes
5 Advanced Social Security Strategies to Maximize Your Retirement Income
To maximize your Social Security benefits in retirement, it’s essential to understand five key limits and thresholds:✅ Earnings Limit: If you start Social Security before full retirement age, benefits may be reduced if your wages exceed...
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Episode 263
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17:35
Root Talks: How Do We Approach Team Building?
Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to su...
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Episode 262
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25:40
Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO
The Social Security Fairness Act, signed into law on January 5 by former President Joe Biden, repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which previously reduced Social Security benefits for individual...
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Episode 261
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10:43
Root Talks: What's the Difference Between Root Financial and Other Advisory Firms?
In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most ch...
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Episode 260
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27:40
How Should You Invest $10M+? Most Underutilized Strategy Revealed
Direct indexing, an advanced investment strategy, allows investors to own individual stocks within an index instead of a mutual fund or ETF, offering greater control and flexibility. This approach is particularly valuable for tax-loss harvestin...
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Episode 259
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23:40