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 • 334 episodes
Ready For Retirement
Latest Episodes
I Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
What if the “smart” money choice isn’t the choice that builds your best life?This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a Padres game—and turns into a bigger lesson: money is a tool to cre...
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Episode 335
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14:52
Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)
Those “3x by 40, 6x by 50, 10x by 67” charts feel official—until your life doesn’t match the average. In this episode, James shows why age-based savings benchmarks miss the mark and replaces them with a simple, four-step method that fits yo...
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Episode 334
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10:30
The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity
In this episode of Retirement Reality, meet Donovan, a 55-year-old retiree who turned an unexpected career exit into an opportunity for freedom, reflection, and new purpose. Donovan shares how one defining word, choice, shaped his journey befor...
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Episode 333
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44:57
3 Steps to Build a Retirement Paycheck That Lasts
Early retirement income can feel complicated, but a steady paycheck from savings starts with a simple framework. This episode reframes withdrawal decisions, explains why a fixed 4 percent rule can be too conservative in some cases, and shows wh...
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Episode 332
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19:17
Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari maps the three biggest levers for early retirees: Roth conversions, ACA health insurance su...
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Episode 331
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21:28