Ready For Retirement

Ready For Retirement

James Conole, CFP®

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!

Categories: Education

Listen to the last episode:

In this episode, we're talking about the importance of a strategic withdrawal plan in retirement to keep taxes in check and set you up for long-term financial stability. Ari and I break down why a simple 50/50 split between traditional and Roth accounts isn't enough—you need to plan based on your tax situation and future needs. Using a listener's example, we walk you through how to think about tax brackets, required minimum distributions (RMDs), and when it might make sense to convert funds t...

Previous episodes

  • 268 - Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts? 
    Thu, 13 Feb 2025
  • 267 - The Most Important Thing You Can Do For Your Financial Plan 
    Tue, 11 Feb 2025
  • 266 - Root Talks: What Does Vanguard Say About Financial Advisors? 
    Thu, 06 Feb 2025
  • 265 - No Taxes on Social Security? Here’s What Trump’s Plan Means for You 
    Tue, 04 Feb 2025
  • 264 - Root Talks: Introducing the New Root Retirement Community 
    Thu, 30 Jan 2025
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