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Ready For Retirement

Ready For Retirement is the podcast dedicating 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 is the podcast dedicating 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!

Why Are Bond Prices Falling & What to Do About It

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In this episode of Ready for Retirement, James discusses why bond prices are falling and what you can do to protect your portfolio.

Questions Answered: 

  • Why are bond prices falling?
  • What are the best strategies to protect your portfolio for the long-term?
  • How can your retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Oct 25 2022

23mins

Play

5 Steps To Prepare For Retirement Today with Ari Taublieb

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In this episode of Ready for Retirement, James Conole discusses with guest, Ari Taublieb, the 5 steps so you can begin preparing for retirement today!

Ari is the Vice President of Root Financial Partners and host of the Early Retirement Podcast. Ari also has a YouTube Channel here where he discusses tips and strategies to retire early. 

Questions Answered: 

  • What are the 5 steps to prepare for retirement today
  • What is the framework to start thinking through so you can optimize your retirement?
  • How do investments, taxes, withdrawal strategy, Social Security, etc. all connect to build a comprehensive financial strategy?

Check out the Ready for Retirement podcast on YouTube here!

Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Oct 18 2022

29mins

Play

How Do You Know if You Have Enough to Retire?

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In this episode of Ready for Retirement, James discusses if you how to know if you have enough to retire.

Questions Answered: 

  • How do you know if you have enough to retire?
  • What are the best strategies to understand your retirement timeline?
  • How can your retirement strategy be improved?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play


Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Oct 11 2022

24mins

Play

Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?

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In this episode of Ready for Retirement, James discusses if you should use Roth or Pre-Tax if you're in a 24% tax bracket.

Questions Answered: 

  • How do your taxes impact your overall financial plan?
  • What are the best strategies to understand your tax plan?
  • How do your investments impact your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Oct 04 2022

22mins

Play

A Story of What You Are Actually Investing In

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In this episode of Ready for Retirement, James discusses a story to better understand what you're actually invested in.

Questions Answered: 

  • How can you reframe the way you view investing
  • What are the best strategies to better understand your investments
  • How do your investments impact your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Sep 27 2022

19mins

Play

What's the Best Way to Help My Kid Buy a Home?

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In this episode of Ready for Retirement, James discusses the best way to help your children buy a home.

Questions Answered: 

  • How can I best help my child buy a home?
  • What are the best strategies to help?
  • How does this impact my overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Sep 20 2022

17mins

Play

How to Best Align Your Portfolio with Other Income Sources

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In this episode of Ready for Retirement, James discusses how to best align your portfolio with other income sources.

Questions Answered: 

  • How can I align my portfolio with my other income sources?
  • What are the best investments for your specific goals?
  • How do your investments and other income sources connect to your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Sep 13 2022

17mins

Play

Should Gold Be Part of Your Investment Portfolio?

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In this episode of Ready for Retirement, James discusses if gold should be part of your investment portfolio.

Questions Answered: 

  • Should gold play a role in your investment portfolio?
  • What are the best investments for your specific goals?
  • How do your investments connect to your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Sep 06 2022

24mins

Play

What Are the Best Strategies for Reducing Required Minimum Distributions?

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In this episode of Ready for Retirement, James discusses the best strategies for reducing RMDs (Required Minimum Distributions).

Questions Answered: 

  • How can you minimize Required Minimum Distributions?
  • What's the best account for your specific goals?
  • How do your investments connect to your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Aug 30 2022

26mins

Play

Avoid These Pitfalls of Asset Location

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In this episode of Ready for Retirement, James discusses how you can avoid the pitfalls of asset location.

Questions Answered: 

  • How can you effectively invest in the right accounts?
  • What's the best account for your specific goals?
  • How do your investments connect to your overall retirement plan?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Aug 23 2022

22mins

Play

What's the Best Way to Teach Kids About Money and Investing?

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In this episode of Ready for Retirement, James discusses the best way to teach kids about money and investing.

Questions Answered: 

  • How can you effectively teach kids about money and investing?
  • What's the best strategy to have kids start to understand about money?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Aug 16 2022

25mins

Play

What Return Should You Expect for a 60/40 Portfolio Going Forward?

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In this episode of Ready for Retirement, James discusses what return you should expect from a 60/40 portfolio going forward.

Questions Answered: 

  • Is the 60/40 portfolio the best portfolio in retirement?
  • What's the best strategy to utilize when it comes to determining the best allocation for my retirement goals?
  • How does this impact your overall retirement strategy?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Aug 09 2022

18mins

Play

How do State Taxes Impact Roth v. Traditional Considerations?

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In this episode of Ready for Retirement, James discusses how state taxes impact Roth v. Traditional Contributions.

Questions Answered: 

  • How should you determine what tax strategy is best based on your state?
  • What's the best strategy to utilize when it comes to determining when to prioritize Roth contributions?
  • How does this impact your overall retirement strategy?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Aug 02 2022

14mins

Play

How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free

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In this episode of Ready for Retirement, James discusses Rule 72t distributions to access retirement funds early and penalty-free.

Questions Answered: 

  • How can you withdraw funds from retirement accounts early?
  • What's the best strategy to execute the Rule 72t distributions?
  • How does utilizing the Rule 72t impact the overall financial strategy?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jul 26 2022

23mins

Play

How to Use Individual Stocks for Better Tax-Planning

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In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.

Questions Answered: 

  • How can you use individual stocks for strategic tax planning?
  • What's the best strategy to utilize with individual stocks?
  • How does this impact your retirement strategy?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jul 19 2022

24mins

Play

How to Most Effectively Pull Funds Out of Your College Savings Account

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In this episode of Ready for Retirement, James discusses how to most effectively pull funds out of your college savings account.

Questions Answered: 

  • What are the tax implications of pulling from college savings accounts?
  • What are the best ways to utilize this account for your retirement goals?
  • What strategies exist when it comes to funding college?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jul 12 2022

23mins

Play

How to Turn Real Estate Equity Into Income in Retirement?

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In this episode of Ready for Retirement, James discusses how to turn real estate equity into income in retirement.

Questions Answered: 

  • How can I best use my real estate equity to create income in retirement?
  • What are passive investments to create a secure retirement?
  • How can you ensure you reach your retirement goals?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jul 05 2022

22mins

Play

Is Rental Real Estate a Good Idea in Retirement?

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In this episode of Ready for Retirement, James discusses if rental real estate is a good idea in retirement.

Questions Answered: 

  • Is it worth investing in rental real estate for retirement income?
  • What are passive investments to create a secure retirement?
  • How can you ensure you reach your retirement goals?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jun 28 2022

26mins

Play

4 Steps to an Early Retirement with Ari Taublieb

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In this episode of Ready for Retirement, James discusses with guest, Ari Taublieb, the four most important steps when considering an early retirement (non-traditional retirement). Ari is a financial planner at Root Financial Partners. Ari Taublieb is the host of the Early Retirement podcast. Ari also has a YouTube channel focusing on early retirement.

Questions Answered: 

  • What are the primary considerations when it comes to retiring early?
  • How can you set up your finances to optimize your withdrawals?
  • What are the steps to a successful retirement when retiring early?

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jun 21 2022

28mins

Play

How to Implement (And Do Better Than) the 4% Rule

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In this episode of Ready for Retirement, James discusses how to implement (and do better than) the 4% rule.

Questions Answered: 

  • How can you maximize your withdrawal strategy?
  • What should you consider in terms of withdrawing funds from your investments?
  • How can you ensure you reach your retirement goals?

We’re on YouTube

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️


Schedule a call with James here to discuss your financial goals.

Jun 14 2022

20mins

Play

iTunes Ratings

21 Ratings
Average Ratings
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Great info

By michaela.m.555 - Apr 23 2020
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So worth listening to! A voice off reason with practical advice.

Absolutely a necessary podcast

By Bobby Crane - Apr 23 2020
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He does a great job of getting to his points quick all while steering in the best direction. This man truly knows his stuff! Definitely recommend. Now I just got to take the great knowledge and put it to action for myself.