139 episodes

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!

Ready For Retirement James Conole, CFP®

    • Business
    • 4.9 • 242 Ratings

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!

    Are Withdrawal Rate Rules Still Applicable in Today's Markets?

    Are Withdrawal Rate Rules Still Applicable in Today's Markets?

    In this episode of Ready for Retirement, James discusses if withdrawal rates are still applicable in today's markets.
    Questions Answered: 
    Can we still trust withdrawal rate rules?What are the best strategies to maximize income?How can your overall retirement strategy be improved?Check out our main channel for all of our podcast episodes and more on YouTube here!

    LET'S CONNECT!
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    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
    Create Your Custom Strategy ⬇️

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    • 20 min
    What Are the Pros and Cons of Mega Backdoor Roth Conversions?

    What Are the Pros and Cons of Mega Backdoor Roth Conversions?

    In this episode of Ready for Retirement, James discusses the pros and cons of Mega Backdoor Roth Conversions.
    Questions Answered: 
    When does it make most sense to implement?What are the best strategies to implement Mega Backdoor Roth Conversions?How can your overall retirement strategy be improved?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
    Create Your Custom Strategy ⬇️

    Get Started Here.

    • 15 min
    Should You Get a 15 or 30 Year Mortgage?

    Should You Get a 15 or 30 Year Mortgage?

    In this episode of Ready for Retirement, James discusses if you should get a 15 or 30 year mortgage. 
    Questions Answered: 
    What mortgage is best for you?What are the best strategies to view real estate in retirement?How can your overall retirement strategy be improved?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
    Create Your Custom Strategy ⬇️

    Get Started Here.

    • 15 min
    How Should You Invest Your Bridge Account?

    How Should You Invest Your Bridge Account?

    In this episode of Ready for Retirement, James discusses how to invest your bridge account.
    Questions Answered: 
    How should you invest your brokerage account?What are the best strategies to think about how your bridge account impacts your overall plan?How can your overall retirement strategy be improved?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
    Create Your Custom Strategy ⬇️

    Get Started Here.

    • 15 min
    How to Plan Differently When Spouses Retire at Different Times

    How to Plan Differently When Spouses Retire at Different Times

    In this episode of Ready for Retirement, James discusses how to plan for retirement when you and your spouse will be retiring at different times.
    Questions Answered: 
    Where will income come from when one spouse is no longer working?What are the best strategies to create income in retirement when you retire at a different age than your spouse?How can your overall retirement strategy be improved?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


    Create Your Custom Strategy ⬇️

    Get Started Here.

    • 18 min
    Why Are Bond Prices Falling & What to Do About It

    Why Are Bond Prices Falling & What to Do About It

    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!
    FacebookLinkedInWebsiteENJOY THE SHOW?
    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play


    Create Your Custom Strategy ⬇️

    Get Started Here.

    • 23 min

Customer Reviews

4.9 out of 5
242 Ratings

242 Ratings

TexasTrailBlazer ,

Seriously amazing show

As others have noted, Ready for Retirement addresses so many crucial topics, most of which I didn’t know I needed to know. If you are even THINKING about retiring, early or otherwise, this show is a REQUIRED LISTEN. I can’t wait to catch up so I can listen to the episodes again!

eureka homesteader ,

Basic

Really basic content. Often seems like James is struggling for content. Example, if you have a defined benefit plan that covers 100% of your expenses, are you able to invest your portfolio differently? Duh!

Gemrider ,

Best retirement podcast by far

James explains topics clearly and concisely but also very thoroughly. His latest podcast on gold was a great look at speculative investments. I recently listened to an older podcast of his on when to take social security considering investment returns. He covered it from all angles, while others just throw out rules of thumb and don’t address the time value of money when talking about social security. Glad I found this podcast as I plan my retirement!

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