
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 • 293 episodes
Ready For Retirement
Latest Episodes
This Is What Financial Planning Really Changes
What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meaningful. Often, it’s not about the numbers—it’s about helping so...
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Episode 292
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18:25

How Much Do You Need to Retire on $10K a Month?
If your goal is to spend $10,000 a month in retirement, how much do you really need saved? The answer isn’t as simple—or as overwhelming—as it might seem.In this episode, I break down the key factors that influence your retirement numbe...
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Episode 291
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13:17

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
