Plan Better: Financial Strategies vs Tactics Artwork

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!

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Ready For Retirement

Plan Better: Financial Strategies vs Tactics

May 02, 2023 • James Conole, CFP® • Episode 161

Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet when we do that, we can lose sight of the bigger picture.

In this episode, we’ll discuss how the context in which you view your portfolio can steer your financial decisions for years to come.

Questions answered:
What’s the difference between financial strategy and financial tactics?
What are the key pitfalls to avoid?

Time stamps
0:00 Intro
1:15 Losing focus on the bigger strategy
2:40 Example of focusing too much on tactics
6:40 Your tactics would be…
7:45 Why Roth conversions aren’t always the right choice
8:50 Example of winning the battle but losing the war
11:00 Make sure you’re prioritizing strategy
11:20 Summary
11:54 Outro

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James Conole

Host