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Ready For Retirement

James Conole, CFP®

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!
5 Things You'll Wish You Knew Before You RetiredMay 30, 2023
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What's the Best Way to Sell Out of a Concentrated Stock Position?May 23, 2023
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6 Financial Rules of Thumb to AvoidMay 16, 2023
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How Should I Invest Proceeds from Selling My Home?May 09, 2023
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Plan Better: Financial Strategies vs TacticsMay 02, 2023
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Avoid This Major Pitfall of Standard Withdrawal StrategiesApril 25, 2023
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4 Reasons You SHOULDN'T do a Roth ConversionApril 18, 2023
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5 Reasons You Should Retire NowApril 11, 2023
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How to Protect Your Most Important Financial AssetApril 04, 2023
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How Much Umbrella Insurance Coverage Do You Need?March 28, 2023
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How to Supercharge Your Retirement with Deferred Comp PlansMarch 21, 2023
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Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)March 14, 2023
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3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)March 07, 2023
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5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)February 28, 2023
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How Much Do You Need to Retire?February 21, 2023
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Where Should I Invest Extra Income After Maxing My 401k?February 14, 2023
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What Should You Do With Your 401k When You Retire?February 07, 2023
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5 Steps To Create A Meaningful Retirement with Cyn MeyerJanuary 31, 2023
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How to Use Roth Conversions to Protect Your Spouse's FutureJanuary 24, 2023
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When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income? January 17, 2023
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8 Important Planning Opportunities From the SECURE Act 2.0January 10, 2023
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3 Steps to Make 2023 Your Best Year YetJanuary 03, 2023
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5 Wrong Assumptions People Make About RetirementDecember 27, 2022
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Is a Reverse Mortgage a Good "Plan B"? December 20, 2022
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When Does it Make Sense to Work with a Financial Advisor?December 13, 2022
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