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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!
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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How to Maximize Social Security Spousal BenefitsJanuary 16, 2024
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Bond Ladders in 2024: How to Build a Bond Portfolio for Your RetirementJanuary 09, 2024
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3 Ways to Protect Against Sequence of Return Risk in RetirementJanuary 02, 2024
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Should We Sell Stocks to Make a Large Purchase?December 26, 2023
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Am I Crazy For Paying My Financial Advisor $25k/year?December 19, 2023
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When Should You Collect Social Security if Your Spouse is Much Older?December 12, 2023
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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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