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!
Categorias: Educación
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Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why the same portfolio mistake is showing up more than ever, whether someone has managed their own investments for decades or relied on professional advice. Different paths, same outcome: a portfolio that isn’t built around how money is actually used in retirement. With people living longer, retiring ...
Episodios anteriores
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351 - I’ve Never Seen So Many Retirees Make This Same Mistake Sun, 11 Jan 2026
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350 - This Is What a $10M Retirement Actually Looks Like Sun, 04 Jan 2026
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349 - Retiring After 65? The Rules Change (Hint: You Can Spend More) Sun, 28 Dec 2025
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348 - 18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality Wed, 24 Dec 2025
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347 - Here's the Most Unethical Thing Advisors Do Sun, 21 Dec 2025
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346 - The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality Wed, 17 Dec 2025
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345 - The Hidden Cost of Roth Conversions: Avoiding Surprise Medicare Charges Sun, 14 Dec 2025
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344 - Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality Wed, 10 Dec 2025
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343 - Most Retirement Advice Fails Singles (Here’s What to Do Instead) Sun, 07 Dec 2025
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342 - Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality Wed, 03 Dec 2025
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341 - Don’t Wait Until 70 for Social Security Unless You Hear This First Sun, 30 Nov 2025
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340 - Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math Sun, 23 Nov 2025
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339 - When Saving Becomes a Habit You Can’t Turn Off | Root Talks Thu, 20 Nov 2025
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338 - The Wake-Up Call That Made Him Retire 10 Years Early | Retirement Reality Wed, 19 Nov 2025
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337 - The Secret Cost of Claiming Social Security Too Early (or Too Late) Sun, 16 Nov 2025
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336 - Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality Tue, 11 Nov 2025
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335 - How to Maximize Social Security Spousal Benefits (Even if you Collect Your Benefit Early) Sat, 08 Nov 2025
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334 - I Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks Thu, 06 Nov 2025
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333 - Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?) Tue, 04 Nov 2025
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332 - The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity Sat, 01 Nov 2025
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331 - 3 Steps to Build a Retirement Paycheck That Lasts Tue, 28 Oct 2025
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330 - Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize Sat, 25 Oct 2025
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329 - Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks Thu, 23 Oct 2025
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328 - 3 Investments That Should Never Go In Your Retirement Portfolio Tue, 21 Oct 2025
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327 - We're 62 with $2M: Retire Now or Wait? Sat, 18 Oct 2025
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326 - 10 Ways Retirement Has Completely Changed in 30 Years Tue, 14 Oct 2025
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325 - $10M+ Net Worth Case Study: What to Do First Sat, 11 Oct 2025
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324 - The 3 Worst Retirement Mistakes I See All the Time Tue, 07 Oct 2025
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323 - The BEST Retirement Advice (From 909 Real Retirees) Sat, 04 Oct 2025
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322 - The Cliché Advice You Should Finally Pay Attention To Thu, 02 Oct 2025
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321 - 5 Signs You Should Fire Your Financial Advisor Tue, 30 Sep 2025
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320 - Advice from Retirees: What They Wish They Knew in Their 50s Sat, 27 Sep 2025
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319 - Roth vs. Traditional IRA – Which One Really Saves You More? Tue, 23 Sep 2025
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318 - You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It) Sat, 20 Sep 2025
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317 - How to Know You’ve Found the Right Financial Advisor │ Root Talks Thu, 18 Sep 2025
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316 - What’s the Smartest Investment Mix for Retirees Right Now? Tue, 16 Sep 2025
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315 - The Real Reason Most People Struggle in Retirement (It’s Not Money) Mon, 15 Sep 2025
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314 - How Much Can I Spend In Retirement with a $2 Million Portfolio? Sat, 13 Sep 2025
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313 - Top 5 Social Security Secrets Every 60-Year-Old Needs to Know Tue, 09 Sep 2025
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312 - Retiring at 65 Might Be Too Late (Here’s Why) Fri, 05 Sep 2025
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311 - Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks Thu, 04 Sep 2025
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310 - How to Avoid the Widow’s Tax (Before It’s Too Late) Tue, 02 Sep 2025
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309 - They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers Tue, 26 Aug 2025
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308 - The Hidden Cost of Financial Optimization (And How to Avoid It) Thu, 21 Aug 2025
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307 - When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring Tue, 19 Aug 2025
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306 - Here's How Early Retirement Will Impact Your Social Security Benefit Tue, 12 Aug 2025
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305 - Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks Thu, 07 Aug 2025
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304 - Can You Retire Without $1 Million? The Truth Might Surprise You Tue, 05 Aug 2025
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303 - The #1 Way to Ruin Your Retirement (Most People Do This) Tue, 29 Jul 2025
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302 - How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money) Thu, 24 Jul 2025