
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 • 300 episodes
Ready For Retirement
Latest Episodes
What Should You Do With Your 401k When You Retire?
Your 401(k) is likely your largest retirement asset—so the decisions made about it can have a lasting impact. This episode explores the pros and cons of keeping a 401(k) versus rolling it over to an IRA.Learn when it makes sense to stay ...
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Episode 299
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16:25

DIY vs. Financial Advisor: How to Know When It’s Time to Get Help │ Root Talks
If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why the decision often goes far beyond dollars and...
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Episode 298
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20:11

5 Signs It’s Time to Retire - Right Now
At 90 years old, will you remember that final bonus or the time you didn’t spend with the people you love? This powerful question reframes how we think about retirement timing beyond the numbers.Yes, financial readiness matters. But dela...
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Episode 297
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9:37

Watch Me Stress Test a $1 Million Retirement Plan
A seven-figure portfolio can feel like a green light for retirement—but the numbers don’t always tell the full story. In one case study, a couple with over $1 million saved faced a withdrawal rate close to 14% based on their desired lifestyle. ...
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Episode 296
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19:28

Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
Retirement accounts like 401(k)s and IRAs often get all the attention, but there’s another tool that can play a powerful role in your long-term strategy: the humble brokerage account.Unlike retirement accounts with age restrictions and p...
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Episode 295
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18:35
