
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 • 309 episodes
Ready For Retirement
Latest Episodes
They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers
Redefining retirement with purpose and adventureJohn and Bev retired at 55, sold almost everything, and traded their dream home for two backpacks, golf clubs, and a life of full-time travel. Since then, they have visited 107 count...
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Episode 309
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38:39

The Hidden Cost of Financial Optimization (And How to Avoid It)
What if the “financially optimal” choice doesn’t actually lead to your best life?This conversation explores the balance between optimizing money and optimizing happiness. We break down the Five Types of Wealth—financial, time, social, m...
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Episode 308
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17:43

When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring
When the numbers say you can retire, but you can’t step away. Many people with the financial means to retire keep working, telling themselves one more year will make the plan even stronger. But at what cost to your time, heal...
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Episode 307
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21:24

Here's How Early Retirement Will Impact Your Social Security Benefit
Thinking about retiring early and worried it might hurt your Social Security benefits? Good news: it probably won’t.A common myth is that you have to work into your 60s to get the most out of Social Security. In reality, benefits are bas...
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Episode 306
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17:13

Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan is the blueprint for your shared future.
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Episode 305
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16:48
