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!
Ready For Retirement
3 Steps to Make 2023 Your Best Year Yet
•
James Conole, CFP®
•
Episode 144
In this episode of Ready for Retirement, James discusses 3 steps to make 2023 your best year yet.
Questions Answered:
- What is the best way to get your "money right"?
- What are the best strategies to optimize your money choices?
- How can your overall retirement strategy be improved?
Timestamps:
00:00 - Introduction
2:46 - Examples of Prudent Financial Decisions
5:23 - Future Assumptions
6:00 - Mindset Shift With Money
9:27 - Important Goals with Money
15:30 - What-If Scenario's
19:10 - Write Out Your Dream Future
20:35 - Implementing Your Vision
21:45 - Staying Present With Your Money
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Submit Your Question Here!
Create Your Custom Strategy ⬇️
