82 episodes

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?

Ready For Retirement James Conole, CFP®

    • Business
    • 4.9 • 89 Ratings

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?

    How Should You Invest to Take Advantage of The 4% Rule?

    How Should You Invest to Take Advantage of The 4% Rule?

    Our topic on this episode of the Ready for Retirement podcast is about understanding how you should invest to take advantage of the 4% Rule.
    Questions answered: What is the 4% rule and how does it impact my ability to retire? What are the best strategies when it comes to investing to take advantage of the 4% rule? What is the best approach for my individual situation? 
    Are you ready to start focusing on the things that truly matter when it comes to your financial future?
    We’re on YouTube! 
    Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
    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

    • 20 min
    How to Prepare for a Career Change Before Retirement

    How to Prepare for a Career Change Before Retirement

    Our topic on this episode of the Ready for Retirement podcast is about understanding how to prepare for a career change (or lifestyle change) before retirement.
    Questions answered: What should I take into consideration before I change my career (prior to retirement)? What are the best strategies when it comes to preparing for a career change (or lifestyle)? What is the best approach for my individual situation? 
    Are you ready to start focusing on the things that truly matter when it comes to your financial future?
    We’re on YouTube! 
    Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
    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

    • 19 min
    Is it Time to Give Up on International Investments?

    Is it Time to Give Up on International Investments?

    Our topic on this episode of the Ready for Retirement podcast is about international investments.
    Questions answered: Should I be investing internationally? What are the best strategies when it comes to investing around the world? What is the best approach for my individual situation? 
    Are you ready to start focusing on the things that truly matter when it comes to your financial future?
    We’re on YouTube! 
    Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

    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

    • 22 min
    Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds

    Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds

    Our topic on this episode of the Ready for Retirement podcast is about Roth Conversions in non-traditional scenarios & investing in municipal bonds.
    Questions answered: When do Roth Conversions make the most sense to implement? What are some examples of non-traditional scenarios where a Roth Conversion makes sense? Should I be investing in municipal bonds for tax-free income? What is the best approach for my individual situation? 
    Are you ready to start focusing on the things that truly matter when it comes to your financial future?

    We’re on YouTube! 
    Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
    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

    • 26 min
    When Should I Stop Saving For Retirement?

    When Should I Stop Saving For Retirement?

    Our topic on this episode of the Ready for Retirement podcast is about when you should stop saving for retirement.
    Questions answered: How do I know when I no longer need to save for retirement? What are the best strategies when it comes to exploring whether or not I need to continue saving? What is the best approach for my individual situation? 
    Are you ready to start focusing on the things that truly matter when it comes to your financial future?

    We’re on YouTube! 
    Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
    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

    • 21 min
    How to Combine Retirement Planning with Legacy Planning

    How to Combine Retirement Planning with Legacy Planning

    Our topic on this episode of the Ready for Retirement podcast is about combining retirement planning with legacy planning.
    Questions answered: How do I combine retirement planning goals with my legacy planning goals? What are the best strategies when it comes to exploring retirement planning and legacy planning together? What is the best approach for my individual situation? 
    Are you ready to start focusing on the things that truly matter when it comes to your financial future?

    We’re on YouTube! 
    Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
    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

    • 23 min

Customer Reviews

4.9 out of 5
89 Ratings

89 Ratings

nfos724 ,

Ready for retirement

I am approaching retirement and have been consuming information on retirement topics for about a year. James Conole’s podcast is by far the most informative, interesting and straightforward source of information I have found. I have listened to every episode and look forward to Tuesday mornings when I can listen to the newest episode each week. Thank you for the great and practical information!

Nannygoat7373 ,

Don’t waste time elsewhere …

Just started listening and wow… I feel like I have wasted hours elsewhere and learned only a fraction of what I have in only a couple of episodes here. Super practical and tangible advice. Thank you!!

Shivydad ,

Not Just Another “Retirement Finances” Podcast

Go ahead and listen to some other podcasts about retirement. You’ll get a fairly good idea of how to craft a game plan. If you want the master class, however, go back to the first episode of this podcast and just start listening. Be prepared to start taking notes. Each subject is dealt with in great detail and clarity. This could be the mother lode of retirement information.

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