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 • 252 episodes
Ready For Retirement
Latest Episodes
What If Social Security is Cut? Here's What it Means for Your Retirement
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of these uncertainties can cause “analysis paralys...
•
Episode 252
•
25:03
Why You Should Avoid Simplistic Monte Carlo Results and Create a Real Financial Plan Instead
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo analysis provides probabilities of success b...
•
Episode 251
•
19:54
Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio
Here’s the thing: retirement isn’t just about hitting a magic number—it’s about understanding what you actually want out of your life once work is no longer in the picture. In their chat, Ari and James dive deep into this question, starting wit...
•
Episode 250
•
30:34
Top 5 Most Avoidable Retirement Mistakes
James breaks down five common retirement mistakes and how to avoid them for a secure and fulfilling future:Spending Wrong: Overspending risks running out of money; underspending misses out on life.Bad Timing: Retiring too e...
•
Episode 249
•
17:28
Root Financial's Backstory: How and Why the Company Was Founded
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginnings into a nationwide company with hundreds of clients, a 30-member team, and nearly $1 billion...
•
Episode 248
•
31:04