156 episodes
Ready For Retirement James Conole, CFP®
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- Business
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4.8 • 301 Ratings
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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!
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How Much Umbrella Insurance Coverage Do You Need?
In this episode of Ready for Retirement, James discusses umbrella insurance coverage and how much you need.
Questions Answered:
How should I think about an Umbrella Insurance Policy (how much)?Understanding how much defense (risk management) is neededHow can your overall retirement strategy be improved?Timestamps:
00:00 - Introduction
2:30 - Umbrella Insurance 101
3:25 - Home/Auto Policies
5:04 - Insurance Policies Examples
8:50 - Net Worth Value
10:03 - State Exemptions
13:58 - How Much?!
16:33 - Two Examples
19:05 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel here!
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Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here. -
How to Supercharge Your Retirement with Deferred Comp Plans
In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy.
Questions Answered:
How should I think about Deferred Compensation in context of my overall plan?When does it make sense to defer compensation (and when does it NOT)?How can your overall retirement strategy be improved?Timestamps:
00:00 - Introduction
2:30 - Deferred Compensation 101
3:25 - Retirement Expenses
5:04 - Tax Planning
8:50 - AVOID This Common Mistake
17:03 - Inflation Impact
19:58 - Deferred Comp Example
23:50 - Aligning Your Financial Goals
24:00 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel 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. -
Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.
Ari is the host of the Early Retirement podcast available here. Ari is also on YouTube here. Create your customized early retirement strategy with Ari here. Episode Summary:
Should I pull from my Brokerage, IRA, Roth IRA or 401(k) account first?Should I consider the Rule of 55 or 72(t) distribution?How to improve your overall early retirement strategyTimestamps:
00:00 - Introduction
1:41 - Assumptions
4:51 - Life First, Money Second
7:24 - Inflation & Taxes
9:55 - Rule of 55
12:17- 72(t) Distribution
15:30 - Income Needs
18:28 - Capital Gains Explained
22:15- How To Minimize Income
25:57 - Not Qualified
28:35 - Align Your Money With Your Goals
Check out all of our podcast episodes and more on our YouTube channel 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. -
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series.
Ari is the host of the Early Retirement podcast available here. Ari is also on YouTube here. Create your customized early retirement strategy with Ari here. Episode Summary:
How can you create tax-free income most effectively in retirementCommon tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)How to improve your overall early retirement strategyTimestamps:
00:00 - Introduction
1:20 - Life over Money
3:03 - Legacy Goals
5:31 - Examples Examples Examples!
8:35 - Never Pay Taxes Again
10:52 - Standard Deduction v. Itemized Deduction
14:28 - Brokerage Account
19:17 - AAPL Stock Example
22:15- MASTER Tax Tip!
25:01 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel 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. -
5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part one of a three-part series.
Ari is the host of the Early Retirement podcast available here. Ari is also on YouTube here. Create your customized early retirement strategy with Ari here.
Episode Summary:
How can you retire early with confidenceHow to avoid common mistakes people make when retiring earlyHow to improve your overall financial strategy in retirementTimestamps:
00:00 - Introduction
1:30 - Pretend You're Retired Today
2:25 - Financial Freedom
5:31 - Retirement = Tradeoffs
8:35 - Life First
10:43 - Part-Time Income
12:40 - Financial v. Nonfinancial aspects
14:28 - Practice Retirement First
18:52 - Guardrails Approach
21:45- Aligning Your Financial Goals
23:45 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel 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. -
How Much Do You Need to Retire?
In this episode of Ready for Retirement, James discusses how much you need to retire.
Questions Answered:
How much do I need (financially)?How do I prepare (mentally)?How can your overall retirement strategy be improved?Timestamps:
00:00 - Introduction
2:30 - How much is ENOUGH?
3:25 - Retirement Expenses
5:04 - Assigning Your Dollars
8:50 - First Step
13:40 - Avoid THIS!
17:03 - Inflation Impact
19:58 - Taxes (Single v. MFJ)
21:55 - Health Considerations
23:50 - Aligning Your Financial Goals
24:00 - Working With Us
Check out all of our podcast episodes and more on our YouTube channel 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.
Customer Reviews
Great retirement podcast!
Ready for Retirement is one of the best financial podcasts and I look forward to every new episode. Every week, James covers an important retirement topic clearly and concisely. My favorite aspect of the show is that he uses real life examples to illustrate the concepts he teaches. Thank you, James, for sharing your knowledge and for making what can be a complicated topic accessible to the masses.
Grateful
Thank you James
I have learned a great deal from your podcast.
I appreciate your insight and your financial knowledge. Thank you for educating all of us.
Keep up the great work!
A Wealth Of Information
I was sad to see James’ other podcast - Real Personal Finance - end but so glad to have found this one from the farewell episode. I like how I can pick episodes to learn more about one topic at a time without any fluff. I love to learn and I am a DIY investor and this podcast is an excellent listen. I have gained more confidence, insight, and strategy and would highly recommend it! Thank you for continuing to put this podcast out James! I’ll still hope for more RPF in the future too.
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