Ready For Retirement
Ready For Retirement
Latest Episodes
If You Only Watch One Retirement Video, Make it This
Most retirement advice isn't wrong. It's incomplete. And following incomplete advice for 30 years is how people end up financially ready for retirement but completely unprepared to live it.I've seen it hundreds of times. Someone hits...
The Real Math of Working One More Year (It’s Not What You Think)
"Just one more year, to be safe."I've heard that sentence more times than almost any other in my career. One year becomes two, two becomes five. By the time they finally retire, something has shifted and retirement looks very different....
Why I Told My Client Not to Pay Off Their Mortgage Before Retiring
Paying off your mortgage before retirement sounds responsible. Sometimes it is. Sometimes it quietly costs you the best years of your life.In this episode, James walks through the story of a client who delayed retirement for five extra ...
Taxes on a $3M Retirement Portfolio: What You'll Actually Owe Each Year
Most people assume retirement taxes are based on how much they withdraw. The real problem is what the IRS eventually forces them to withdraw.In this episode, James walks through what taxes can actually look like on a $3 million retireme...
Here's What Happens to Your Social Security If You Retire at 60
Retiring at 60 feels like a clean plan. Work ends, savings take over, and Social Security fills the gap later. What most people do not realize is that decision has already changed their benefit.In this episode, James walks through what ...
