
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 • 326 episodes
Ready For Retirement
Latest Episodes
10 Ways Retirement Has Completely Changed in 30 Years
Forget the gold watch and glide path to the couch. Retirement has been rewritten. In this episode, James walks through the 10 biggest shifts redefining life after work—and how to replace outdated rules with a plan that’s practical, human, and b...
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Episode 326
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11:32

$10M+ Net Worth Case Study: What to Do First
What if the real financial risk isn’t running out of money, but running out of time to use it well? In this episode, listen as James and Ari unpack a $14 million case study with concentrated inherited stock, sizable retirement accounts, and big...
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Episode 325
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16:48

The 3 Worst Retirement Mistakes I See All the Time
Think your tax bill disappears in retirement? Think again. It may drop for a few quiet years, until RMDs, Social Security taxation, and Medicare IRMAA kick in. That “low-tax retirement” dream can close fast.Learn the retirement tax arc a...
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Episode 324
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12:25

The BEST Retirement Advice (From 909 Real Retirees)
What if the riskiest move isn’t retiring too early, but waiting so long your best years pass by? This episode unpacks the real regrets of 909 retirees and the practical steps they wish they’d taken sooner. Design purpose. Spend on what m...
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Episode 323
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11:36

The Cliché Advice You Should Finally Pay Attention To
We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want.Easy to dismiss, right? But the truth is, those sayings stick around for a reason. They hold the kind of wis...
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Episode 322
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19:47
