
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
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268 - Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts? Thu, 13 Feb 2025
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267 - The Most Important Thing You Can Do For Your Financial Plan Tue, 11 Feb 2025
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266 - Root Talks: What Does Vanguard Say About Financial Advisors? Thu, 06 Feb 2025
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265 - No Taxes on Social Security? Here’s What Trump’s Plan Means for You Tue, 04 Feb 2025
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264 - Root Talks: Introducing the New Root Retirement Community Thu, 30 Jan 2025
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263 - 5 Advanced Social Security Strategies to Maximize Your Retirement Income Tue, 28 Jan 2025
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262 - Root Talks: How Do We Approach Team Building? Thu, 23 Jan 2025
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261 - Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO Tue, 21 Jan 2025
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260 - Root Talks: What's the Difference Between Root Financial and Other Advisory Firms? Thu, 16 Jan 2025
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259 - How Should You Invest $10M+? Most Underutilized Strategy Revealed Tue, 14 Jan 2025
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258 - Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building Thu, 09 Jan 2025
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257 - 3 Simple Steps to Retire in 2025 Tue, 07 Jan 2025
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256 - Here's How to Avoid a Retirement Filled with Anxiety or Regret Thu, 02 Jan 2025
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255 - How to Travel the Country and Start Living Before Actually Being Fully Retired Tue, 31 Dec 2024
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254 - How Many Investment Firms Should I Split my Money Between? Thu, 26 Dec 2024
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253 - 5 Biggest Retirement Fears and How to Overcome Them Tue, 24 Dec 2024
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252 - What If Social Security is Cut? Here's What it Means for Your Retirement Thu, 19 Dec 2024
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251 - Why You Should Avoid Simplistic Monte Carlo Results and Create a Real Financial Plan Instead Tue, 17 Dec 2024
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250 - Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio Thu, 12 Dec 2024
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249 - Top 5 Most Avoidable Retirement Mistakes Tue, 10 Dec 2024
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248 - Root Financial's Backstory: How and Why the Company Was Founded Thu, 05 Dec 2024
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247 - Unconventional Retirement Strategy: How to Save Less AND Retire with More Tue, 03 Dec 2024
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246 - STOP! Why You Shouldn't Do a Roth Conversion Thu, 28 Nov 2024
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245 - This is the Biggest Way People Waste Money in Retirement Tue, 26 Nov 2024
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244 - The Downside of Working "Just One More Year" Thu, 21 Nov 2024
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243 - How Soon Before Retirement Should You Adjust Your Portfolio? Tue, 19 Nov 2024
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242 - Here's How To Discuss Money Effectively With Your Parents Thu, 14 Nov 2024
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241 - 7 Things You Need to Know About Roth IRAs to Maximize Tax-Free Income Tue, 12 Nov 2024
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240 - 3 Steps to Prepare for an Out-of-State Retirement Tue, 05 Nov 2024
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239 - 5 Things People Regret About Early Retirement Tue, 29 Oct 2024
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238 - This Is the Single Most Important Thing You Can Do to Prepare for Retirement Tue, 22 Oct 2024
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237 - The Complete Guide to Maximizing Your Social Security Benefit Tue, 15 Oct 2024
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236 - Restricted Stock Units: The Basics of RSUs and How to Use Them Tue, 08 Oct 2024
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235 - Should We Always Pull From our Brokerage Account First in Retirement? (Hint: No) Tue, 01 Oct 2024
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234 - How to Overcome Fears of Spending in Retirement Tue, 24 Sep 2024
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233 - Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out Tue, 17 Sep 2024
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232 - Unexpected Retirement: Finding Happiness and New Adventures Tue, 10 Sep 2024
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231 - Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse Tue, 03 Sep 2024
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230 - How to Thrive in Retirement by Embracing the Unknown Tue, 27 Aug 2024
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229 - The Benefits of a Retirement Community and How to Find Your Purpose in Retirement Tue, 20 Aug 2024
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228 - Introducing the New Ready For Retirement Tue, 13 Aug 2024
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227 - Am I Too Old for Roth Conversions? 3 Things to Consider Tue, 06 Aug 2024
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226 - 3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement Tue, 30 Jul 2024
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225 - Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement Tue, 23 Jul 2024
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224 - Social Security Demystified: Calculating Taxation, Provisional Income, and the Tax Torpedo Tue, 16 Jul 2024
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223 - The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes) Tue, 09 Jul 2024
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222 - How to Estimate Your Tax Bill in Retirement (And How to Pay it) Tue, 02 Jul 2024
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221 - Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees) Tue, 25 Jun 2024
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220 - The Four Phases of Retirement with Dr. Riley Moynes Tue, 18 Jun 2024
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219 - Planning for Large Costs in Retirement | Beyond the 4% Rule Tue, 11 Jun 2024