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 • 358 episodes
Ready For Retirement
Latest Episodes
Why Retiring at 55 is Better than 65 (The "3x" Rule)
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveling more, and living fully. At t...
•
14:22
The Retirement Red Zone: Why the Final 5 Years Decide Everything
The final five years before retirement are not maintenance mode. They are leverage years. Small decisions made here can outweigh the previous twenty years of saving and investing. In this episode, James explains why this window is ...
•
13:58
“The Biggest Retirement Lie: ‘I Can’t Retire Until Medicare’”
“I can’t retire until Medicare.”It sounds responsible. It sounds practical. It also keeps a lot of people working years longer than they need to. The truth is not that health insurance doesn’t matter. It absolutely does. The mi...
•
Episode 357
•
9:17
Why $5 Million is the Tax "Danger Zone"
Once your portfolio crosses $5 million, the game changes. Growing your money is no longer the hard part... protecting it is. Tax mistakes that used to feel like small inefficiencies can quietly turn into six-figure problems that compound throug...
•
Episode 356
•
17:42
Work at SpaceX? Watch This Before your IPO
If you work at SpaceX, you’re likely holding one of the most valuable (and complicated) assets in the world. With a potential IPO on the horizon, the decisions you make with your SpaceX stock, RSUs, and equity compensation could determine wheth...
•
Episode 355
•
18:53