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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!
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)July 09, 2024
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How to Estimate Your Tax Bill in Retirement (And How to Pay it)July 02, 2024
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Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)June 25, 2024
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The Four Phases of Retirement with Dr. Riley MoynesJune 18, 2024
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Planning for Large Costs in Retirement | Beyond the 4% RuleJune 11, 2024
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Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA SubsidiesJune 04, 2024
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Health Insurance Options for Early RetirementMay 28, 2024
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Everything You Need to Know About Medicare: Q&A with a Medicare ExpertMay 21, 2024
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How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment ChangesMay 14, 2024
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How to Know When You Should Stop Saving for Retirement (and What to Do Next)May 07, 2024
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3 Simple Steps to Determine If You Can RetireApril 30, 2024
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Tax Planning for Widowed Retirees: How to Optimize Your Tax StrategyApril 23, 2024
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Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified AnnuityApril 16, 2024
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At What Age Should I Work with a Financial Advisor?April 09, 2024
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Sell, Rent, or Borrow? Best Ways to Use Home Equity in RetirementApril 02, 2024
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Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is BestMarch 26, 2024
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Tax-Smart Strategies for Wealth Transfer: Secure Your Family's FutureMarch 19, 2024
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Roth Conversion Strategies to Protect Your Spouse's Future Tax BurdenMarch 12, 2024
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Should I Fund my Retirement Needs by Purchasing an Annuity?March 05, 2024
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How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)February 27, 2024
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At What Point Should I Take the Tax Hit on Unrealized Gains?February 20, 2024
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Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?February 13, 2024
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Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule MistakesFebruary 06, 2024
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Secrets to a Happy Retirement: What the Research ShowsJanuary 30, 2024
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What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future?January 23, 2024
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