122 episodes
Ready For Retirement James Conole, CFP®
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- Business
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4.9 • 201 Ratings
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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. Check Out More Resources Below! Website YouTube Instagram Podcast Facebook More Videos We Think You'll Like! How Would You Feel If You Knew You Could Retire Today? What Makes Our Approach Different?
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How do State Taxes Impact Roth v. Traditional Considerations?
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!
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Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
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How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
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!
FacebookLinkedInWebsiteENJOY 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 -
How to Use Individual Stocks for Better Tax-Planning
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!
FacebookLinkedInWebsiteENJOY 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 -
How to Most Effectively Pull Funds Out of Your College Savings Account
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!
FacebookLinkedInWebsiteENJOY 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 -
How to Turn Real Estate Equity Into Income in Retirement?
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!
FacebookLinkedInWebsiteENJOY 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 -
Is Rental Real Estate a Good Idea in Retirement?
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!
FacebookLinkedInWebsiteENJOY 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
Customer Reviews
Short, Concise and Excellent
James Conole is providing a great service for those who want to better understand the complicated financial world of retirement. He is taking the time to educate us in a clear and understandable way that focuses on the real life questions we have and want answers to.
I started my journey to understand retirement funding at age 62 and I listened to a lot of podcasts from different advisors. I can say, without hesitation, James is the best. Thank you!
Thank you
I am a novice, late-to-the-party investor at 55 and am trying to get on top of what we have and what our projection is to live our second half comfortably. I appreciate how you cover meaningful topics to everyday people like me in an understandable way. My guess is I am not alone and sure other novices will benefit. Thank you
Here’s the mindset shift people struggle to make in retirement
Highly recommend this podcast as James delves into how to practically shift your thinking from saver to spender. Very helpful!
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