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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!
Roth IRA Tax-Free Withdrawals: 5-Year Rule ExplainedDecember 05, 2023
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Retire Happy: How to Navigate Your Retirement Transition with Joe KuhnNovember 28, 2023
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Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly MistakesNovember 21, 2023
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How to Teach Your Adult Children to Plan for RetirementNovember 14, 2023
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Is Your Portfolio Big Enough to Benefit From Roth Conversions?November 07, 2023
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Does It Ever Make Sense to Purchase an Annuity?October 31, 2023
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Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?October 24, 2023
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Here's How a Pension Should Change Your Investment StrategyOctober 17, 2023
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Your Retirement Roadmap: A 5-Step Plan to Retirement ReadinessOctober 10, 2023
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How to Break Up with Your Financial AdvisorOctober 03, 2023
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Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in RetirementSeptember 26, 2023
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Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable GivingSeptember 19, 2023
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The Tax-Smart Way to Consolidate Your Retirement AccountsSeptember 12, 2023
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The Retirement Portfolio Shift- How to Make the Transition SmoothlySeptember 05, 2023
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Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?August 29, 2023
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How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)August 22, 2023
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What's the Best Way to Fund a Remodel During Retirement?August 15, 2023
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Here's the Right Way to Determine How Much Individual Stock to HoldAugust 08, 2023
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Ask Yourself This Question to Transform Your RetirementAugust 01, 2023
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What Age Should I Collect Social Security If I Don’t Need It?July 25, 2023
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Is It Possible to Have Too Much in Roth IRAs?July 18, 2023
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Do We Have Enough for Retirement? [Plus Bonus Worksheet]July 11, 2023
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Here's When It Makes Sense to Rent In RetirementJuly 04, 2023
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Everything You Need to Know About RMDs (Required Minimum Distributions)June 27, 2023
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[Case Study] How to Prepare for Early Retirement June 20, 2023
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