Ready For Retirement
By James Conole, CFP®
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Category: Investing
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Rate for this podcast
Subscribers: 68
Reviews: 2
Episodes: 309
John L
Jun 7, 2024
excellent podcast. very educational, clear and concise with minimal irrelevant information.
Sep 23, 2023
Description
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!
| Episode | Date |
|---|---|
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They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers
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Aug 26, 2025 |
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The Hidden Cost of Financial Optimization (And How to Avoid It)
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Aug 21, 2025 |
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When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring
|
Aug 19, 2025 |
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Here's How Early Retirement Will Impact Your Social Security Benefit
|
Aug 12, 2025 |
|
Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
|
Aug 07, 2025 |
|
Can You Retire Without $1 Million? The Truth Might Surprise You
|
Aug 05, 2025 |
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The #1 Way to Ruin Your Retirement (Most People Do This)
|
Jul 29, 2025 |
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How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)
|
Jul 24, 2025 |
|
This Is Why Financially Ready People Struggle to Retire
|
Jul 22, 2025 |
|
What Should You Do With Your 401k When You Retire?
|
Jul 15, 2025 |
|
DIY vs. Financial Advisor: How to Know When It’s Time to Get Help │ Root Talks
|
Jul 10, 2025 |
|
5 Signs It’s Time to Retire - Right Now
|
Jul 08, 2025 |
|
Watch Me Stress Test a $1 Million Retirement Plan
|
Jul 01, 2025 |
|
Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
|
Jun 26, 2025 |
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5 Things Retirees Regret - And What You Still Have Time to Get Right
|
Jun 24, 2025 |
|
Stop Worrying About Running Out of Money: Here's What You Need to Do
|
Jun 17, 2025 |
|
This Is What Financial Planning Really Changes
|
Jun 12, 2025 |
|
How Much Do You Need to Retire on $10K a Month?
|
Jun 10, 2025 |
|
I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
|
Jun 03, 2025 |
|
Ready to Retire? Here's How to Tell Your Company │ Root Talks
|
May 29, 2025 |
|
How Much Can We Expect to Spend in Retirement with a $4M Portfolio?
|
May 27, 2025 |
|
Social Security at 62 vs 67 vs 70: When should you start claiming your benefits?
|
May 20, 2025 |
|
The Surprising Regrets of Wealthy Retirees | Root Talks
|
May 15, 2025 |
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We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?
|
May 13, 2025 |
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Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
|
May 01, 2025 |
|
The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now
|
Apr 29, 2025 |
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When is the Best Time to Realize Gains in my Investment Account?
|
Apr 22, 2025 |
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Root Talks: How Does the Advisory Team Structure Work at Root?
|
Apr 17, 2025 |
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How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount)
|
Apr 15, 2025 |
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Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account
|
Apr 08, 2025 |
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Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
|
Apr 03, 2025 |
|
The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans
|
Apr 01, 2025 |
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Why many retirees REGRET relying on Social Security Income
|
Mar 25, 2025 |
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Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
|
Mar 20, 2025 |
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9 Things To STOP DOING After 60
|
Mar 18, 2025 |
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Your Roth IRA Could be Locked For 5 Years. Here's Why
|
Mar 11, 2025 |
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Root Talks: How Do Smart Retirees Handle Big One-Time Expenses?
|
Mar 06, 2025 |
|
The Best Retirement Spending Stories I've Heard This Year
|
Mar 04, 2025 |
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One Simple Tip to Make Spending Easy in Retirement
|
Feb 25, 2025 |
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Root Talks: How to Overcome the Scarcity Mindset and Start Spending in Retirement
|
Feb 20, 2025 |
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Retire Now If you Answer "Yes" to These 5 Questions
|
Feb 18, 2025 |
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Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts?
|
Feb 13, 2025 |
|
The Most Important Thing You Can Do For Your Financial Plan
|
Feb 11, 2025 |
|
Root Talks: What Does Vanguard Say About Financial Advisors?
|
Feb 06, 2025 |
|
No Taxes on Social Security? Here’s What Trump’s Plan Means for You
|
Feb 04, 2025 |
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Root Talks: Introducing the New Root Retirement Community
|
Jan 30, 2025 |
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5 Advanced Social Security Strategies to Maximize Your Retirement Income
|
Jan 28, 2025 |
|
Root Talks: How Do We Approach Team Building?
|
Jan 23, 2025 |
|
Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO
|
Jan 21, 2025 |
|
Root Talks: What's the Difference Between Root Financial and Other Advisory Firms?
|
Jan 16, 2025 |
|
How Should You Invest $10M+? Most Underutilized Strategy Revealed
|
Jan 14, 2025 |
|
Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building
|
Jan 09, 2025 |
|
3 Simple Steps to Retire in 2025
|
Jan 07, 2025 |
|
Here's How to Avoid a Retirement Filled with Anxiety or Regret
|
Jan 02, 2025 |
|
How to Travel the Country and Start Living Before Actually Being Fully Retired
|
Dec 31, 2024 |
|
How Many Investment Firms Should I Split my Money Between?
|
Dec 26, 2024 |
|
5 Biggest Retirement Fears and How to Overcome Them
|
Dec 24, 2024 |
|
What If Social Security is Cut? Here's What it Means for Your Retirement
|
Dec 19, 2024 |
|
Why You Should Avoid Simplistic Monte Carlo Results and Create a Real Financial Plan Instead
|
Dec 17, 2024 |
|
Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio
|
Dec 12, 2024 |
|
Top 5 Most Avoidable Retirement Mistakes
|
Dec 10, 2024 |
|
Root Financial's Backstory: How and Why the Company Was Founded
|
Dec 05, 2024 |
|
Unconventional Retirement Strategy: How to Save Less AND Retire with More
|
Dec 03, 2024 |
|
STOP! Why You Shouldn't Do a Roth Conversion
|
Nov 28, 2024 |
|
This is the Biggest Way People Waste Money in Retirement
|
Nov 26, 2024 |
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The Downside of Working "Just One More Year"
|
Nov 21, 2024 |
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How Soon Before Retirement Should You Adjust Your Portfolio?
|
Nov 19, 2024 |
|
Here's How To Discuss Money Effectively With Your Parents
|
Nov 14, 2024 |
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7 Things You Need to Know About Roth IRAs to Maximize Tax-Free Income
|
Nov 12, 2024 |
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3 Steps to Prepare for an Out-of-State Retirement
|
Nov 05, 2024 |
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5 Things People Regret About Early Retirement
|
Oct 29, 2024 |
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This Is the Single Most Important Thing You Can Do to Prepare for Retirement
|
Oct 22, 2024 |
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The Complete Guide to Maximizing Your Social Security Benefit
|
Oct 15, 2024 |
|
Restricted Stock Units: The Basics of RSUs and How to Use Them
|
Oct 08, 2024 |
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Should We Always Pull From our Brokerage Account First in Retirement? (Hint: No)
|
Oct 01, 2024 |
|
How to Overcome Fears of Spending in Retirement
|
Sep 24, 2024 |
|
Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
|
Sep 17, 2024 |
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Unexpected Retirement: Finding Happiness and New Adventures
|
Sep 10, 2024 |
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Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse
|
Sep 03, 2024 |
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How to Thrive in Retirement by Embracing the Unknown
|
Aug 27, 2024 |
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The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
|
Aug 20, 2024 |
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Introducing the New Ready For Retirement
|
Aug 13, 2024 |
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Am I Too Old for Roth Conversions? 3 Things to Consider
|
Aug 06, 2024 |
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3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement
|
Jul 30, 2024 |
|
Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement
|
Jul 23, 2024 |
|
Social Security Demystified: Calculating Taxation, Provisional Income, and the Tax Torpedo
|
Jul 16, 2024 |
|
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)
|
Jul 09, 2024 |
|
How to Estimate Your Tax Bill in Retirement (And How to Pay it)
|
Jul 02, 2024 |
|
Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)
|
Jun 25, 2024 |
|
The Four Phases of Retirement with Dr. Riley Moynes
|
Jun 18, 2024 |
|
Planning for Large Costs in Retirement | Beyond the 4% Rule
|
Jun 11, 2024 |
|
Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies
|
Jun 04, 2024 |
|
Health Insurance Options for Early Retirement
|
May 28, 2024 |
|
Everything You Need to Know About Medicare: Q&A with a Medicare Expert
|
May 21, 2024 |
|
How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
|
May 14, 2024 |
|
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
|
May 07, 2024 |
|
3 Simple Steps to Determine If You Can Retire
|
Apr 30, 2024 |
|
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
|
Apr 23, 2024 |
|
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
|
Apr 16, 2024 |
|
At What Age Should I Work with a Financial Advisor?
|
Apr 09, 2024 |
|
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
|
Apr 02, 2024 |
|
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
|
Mar 26, 2024 |
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Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
|
Mar 19, 2024 |
|
Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
|
Mar 12, 2024 |
|
Should I Fund my Retirement Needs by Purchasing an Annuity?
|
Mar 05, 2024 |
|
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
|
Feb 27, 2024 |
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At What Point Should I Take the Tax Hit on Unrealized Gains?
|
Feb 20, 2024 |
|
Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?
|
Feb 13, 2024 |
|
Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule Mistakes
|
Feb 06, 2024 |
|
Secrets to a Happy Retirement: What the Research Shows
|
Jan 30, 2024 |
|
What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future?
|
Jan 23, 2024 |
|
How to Maximize Social Security Spousal Benefits
|
Jan 16, 2024 |
|
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
|
Jan 09, 2024 |
|
3 Ways to Protect Against Sequence of Return Risk in Retirement
|
Jan 02, 2024 |
|
Should We Sell Stocks to Make a Large Purchase?
|
Dec 26, 2023 |
|
Am I Crazy For Paying My Financial Advisor $25k/year?
|
Dec 19, 2023 |
|
When Should You Collect Social Security if Your Spouse is Much Older?
|
Dec 12, 2023 |
|
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
|
Dec 05, 2023 |
|
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
|
Nov 28, 2023 |
|
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
|
Nov 21, 2023 |
|
How to Teach Your Adult Children to Plan for Retirement
|
Nov 14, 2023 |
|
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
|
Nov 07, 2023 |
|
Does It Ever Make Sense to Purchase an Annuity?
|
Oct 31, 2023 |
|
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
|
Oct 24, 2023 |
|
Here's How a Pension Should Change Your Investment Strategy
|
Oct 17, 2023 |
|
Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness
|
Oct 10, 2023 |
|
How to Break Up with Your Financial Advisor
|
Oct 03, 2023 |
|
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
|
Sep 26, 2023 |
|
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
|
Sep 19, 2023 |
|
The Tax-Smart Way to Consolidate Your Retirement Accounts
|
Sep 12, 2023 |
|
The Retirement Portfolio Shift- How to Make the Transition Smoothly
|
Sep 05, 2023 |
|
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
|
Aug 29, 2023 |
|
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
|
Aug 22, 2023 |
|
What's the Best Way to Fund a Remodel During Retirement?
|
Aug 15, 2023 |
|
Here's the Right Way to Determine How Much Individual Stock to Hold
|
Aug 08, 2023 |
|
Ask Yourself This Question to Transform Your Retirement
|
Aug 01, 2023 |
|
What Age Should I Collect Social Security If I Don’t Need It?
|
Jul 25, 2023 |
|
Is It Possible to Have Too Much in Roth IRAs?
|
Jul 18, 2023 |
|
Do We Have Enough for Retirement? [Plus Bonus Worksheet]
|
Jul 11, 2023 |
|
Here's When It Makes Sense to Rent In Retirement
|
Jul 04, 2023 |
|
Everything You Need to Know About RMDs (Required Minimum Distributions)
|
Jun 27, 2023 |
|
[Case Study] How to Prepare for Early Retirement
|
Jun 20, 2023 |
|
Here’s How You Can Tell If a Roth Conversion Is Right For You
|
Jun 13, 2023 |
|
How to Manage Cash Reserves in Retirement
|
Jun 06, 2023 |
|
5 Things You'll Wish You Knew Before You Retired
|
May 30, 2023 |
|
What's the Best Way to Sell Out of a Concentrated Stock Position?
|
May 23, 2023 |
|
6 Financial Rules of Thumb to Avoid
|
May 16, 2023 |
|
How Should I Invest Proceeds from Selling My Home?
|
May 09, 2023 |
|
Plan Better: Financial Strategies vs Tactics
|
May 02, 2023 |
|
Avoid This Major Pitfall of Standard Withdrawal Strategies
|
Apr 25, 2023 |
|
4 Reasons You SHOULDN'T do a Roth Conversion
|
Apr 18, 2023 |
|
5 Reasons You Should Retire Now
|
Apr 11, 2023 |
|
How to Protect Your Most Important Financial Asset
|
Apr 04, 2023 |
|
How Much Umbrella Insurance Coverage Do You Need?
|
Mar 28, 2023 |
|
How to Supercharge Your Retirement with Deferred Comp Plans
|
Mar 21, 2023 |
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Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
|
Mar 14, 2023 |
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3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
|
Mar 07, 2023 |
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5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
|
Feb 28, 2023 |
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How Much Do You Need to Retire?
|
Feb 21, 2023 |
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Where Should I Invest Extra Income After Maxing My 401k?
|
Feb 14, 2023 |
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What Should You Do With Your 401k When You Retire?
|
Feb 07, 2023 |
|
5 Steps To Create A Meaningful Retirement with Cyn Meyer
|
Jan 31, 2023 |
|
How to Use Roth Conversions to Protect Your Spouse's Future
|
Jan 24, 2023 |
|
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
|
Jan 17, 2023 |
|
8 Important Planning Opportunities From the SECURE Act 2.0
|
Jan 10, 2023 |
|
3 Steps to Make 2023 Your Best Year Yet
|
Jan 03, 2023 |
|
5 Wrong Assumptions People Make About Retirement
|
Dec 27, 2022 |
|
Is a Reverse Mortgage a Good "Plan B"?
|
Dec 20, 2022 |
|
When Does it Make Sense to Work with a Financial Advisor?
|
Dec 13, 2022 |
|
What Investments Should I Own in My Retirement Portfolio?
|
Dec 06, 2022 |
|
Are Withdrawal Rate Rules Still Applicable in Today's Markets?
|
Nov 29, 2022 |
|
What Are the Pros and Cons of Mega Backdoor Roth Conversions?
|
Nov 22, 2022 |
|
Should You Get a 15 or 30 Year Mortgage?
|
Nov 15, 2022 |
|
How Should You Invest Your Bridge Account?
|
Nov 08, 2022 |
|
How to Plan Differently When Spouses Retire at Different Times
|
Nov 01, 2022 |
|
Why Are Bond Prices Falling & What to Do About It
|
Oct 25, 2022 |
|
5 Steps To Prepare For Retirement Today with Ari Taublieb
|
Oct 18, 2022 |
|
How Do You Know if You Have Enough to Retire?
|
Oct 11, 2022 |
|
Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
|
Oct 04, 2022 |
|
A Story of What You Are Actually Investing In
|
Sep 27, 2022 |
|
What's the Best Way to Help My Kid Buy a Home?
|
Sep 20, 2022 |
|
How to Best Align Your Portfolio with Other Income Sources
|
Sep 13, 2022 |
|
Should Gold Be Part of Your Investment Portfolio?
|
Sep 06, 2022 |
|
What Are the Best Strategies for Reducing Required Minimum Distributions?
|
Aug 30, 2022 |
|
Avoid These Pitfalls of Asset Location
|
Aug 23, 2022 |
|
What's the Best Way to Teach Kids About Money and Investing?
|
Aug 16, 2022 |
|
What Return Should You Expect for a 60/40 Portfolio Going Forward?
|
Aug 09, 2022 |
|
How do State Taxes Impact Roth v. Traditional Considerations?
|
Aug 02, 2022 |
|
How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
|
Jul 26, 2022 |
|
How to Use Individual Stocks for Better Tax-Planning
|
Jul 19, 2022 |
|
How to Most Effectively Pull Funds Out of Your College Savings Account
|
Jul 12, 2022 |
|
How to Turn Real Estate Equity Into Income in Retirement?
|
Jul 05, 2022 |
|
Is Rental Real Estate a Good Idea in Retirement?
|
Jun 28, 2022 |
|
4 Steps to an Early Retirement with Ari Taublieb
|
Jun 21, 2022 |
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How to Implement (And Do Better Than) the 4% Rule
|
Jun 14, 2022 |
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How to Invest Different Portfolio "Buckets"
|
Jun 07, 2022 |
|
How to Become a Better Investor with Chad Hufford
|
May 31, 2022 |
|
How Should Withdrawal Rates Change if You Don't Have Any Legacy Goals?
|
May 24, 2022 |
|
How to Get Financially Organized
|
May 17, 2022 |
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How to Enjoy Life Today While Also Preparing for the Future
|
May 10, 2022 |
|
The Complete Guide to Health Savings Accounts (HSA)
|
May 03, 2022 |
|
The 3 Most Important Mindset Shifts to Make Going Into Retirement
|
Apr 26, 2022 |
|
How Likely is it That You'll Run Out of Money in Retirement?
|
Apr 19, 2022 |
|
Investing for Longevity When There's a Spousal Age Gap
|
Apr 12, 2022 |
|
How Do Roth Conversions Impact Inheritance/Legacy?
|
Apr 05, 2022 |
|
Where Should You Pull Income in the First Year of Retirement?
|
Mar 29, 2022 |
|
4 Steps to Navigating Down Markets
|
Mar 22, 2022 |
|
What's the Best Way to Rebalance Your Portfolio?
|
Mar 15, 2022 |
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How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
|
Mar 08, 2022 |
|
The 5 Most Important Parts of a Successful Financial Strategy
|
Mar 01, 2022 |
|
Should I Take My Pension as an Annuity or Lump Sum Rollover?
|
Feb 22, 2022 |
|
Should I Prioritize Health Insurance Subsidies or Roth Conversions?
|
Feb 15, 2022 |
|
How to Manage Roth Conversions Before Taxes Increase
|
Feb 08, 2022 |
|
How Do I Know if I Should Purchase Long-Term Care Insurance?
|
Feb 01, 2022 |
|
Why a Monte Carlo Analysis Is Not a Financial Plan
|
Jan 25, 2022 |
|
Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
|
Jan 18, 2022 |
|
Should I Invest in iBonds Paying 7.12%?
|
Jan 11, 2022 |
|
Key Planning Points to Consider When Retiring Before 65
|
Jan 04, 2022 |
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How to Plan For Varying Withdrawal Needs In Retirement
|
Dec 28, 2021 |
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How to Avoid the Risk of Working Too Long
|
Dec 21, 2021 |
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Everything You Need to Know About The Roth IRA 5-Year Rule
|
Dec 14, 2021 |
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How To Best Plan for Retirement Income Gap Years
|
Dec 07, 2021 |
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How to Prioritize "Competing" Retirement Strategies
|
Nov 30, 2021 |
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How Do I Invest My Own Personal Money?
|
Nov 23, 2021 |
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Top 5 Avoidable Retirement Mistakes
|
Nov 16, 2021 |
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Should I Collect Social Security Early and Invest It?
|
Nov 09, 2021 |
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How to Choose Between Multiple Pension and Annuity Options
|
Nov 02, 2021 |
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How Should You Invest to Take Advantage of The 4% Rule?
|
Oct 26, 2021 |
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How to Prepare for a Career Change Before Retirement
|
Oct 19, 2021 |
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Is it Time to Give Up on International Investments?
|
Oct 12, 2021 |
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Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds
|
Oct 05, 2021 |
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When Should I Stop Saving For Retirement?
|
Sep 28, 2021 |
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How to Combine Retirement Planning with Legacy Planning
|
Sep 21, 2021 |
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How to Manage Asset Allocation and Asset Location Leading Up to Retirement
|
Sep 14, 2021 |
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Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment
|
Sep 07, 2021 |
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Inflation Concerns: How Do We Protect Against Looming Inflation?
|
Aug 31, 2021 |
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What Makes ETFs More Tax-Efficient Than Mutual Funds (Plus a Hidden Benefit of Tax Efficiency)?
|
Aug 24, 2021 |
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How Do I Plan for Longevity Without Sacrificing the "Good Years"?
|
Aug 17, 2021 |
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When Does it Make Sense to Work with a Financial Planner?
|
Aug 10, 2021 |
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How to Consolidate Accounts Without "Putting All Your Eggs in One Basket"
|
Aug 03, 2021 |
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Should I Switch From Pre-tax to Roth 401(k)?
|
Jul 27, 2021 |
|
How Much Do People Actually Spend in Retirement?
|
Jul 20, 2021 |
|
Lessons Learned From History's Greatest Investors
|
Jul 13, 2021 |
|
5 Things You'll Wish You Knew Before You Retired
|
Jul 06, 2021 |
|
Pros and Cons of Dividend Investing
|
Jun 29, 2021 |
|
Here's the Mindset Shift People Struggle to Make in Retirement
|
Jun 22, 2021 |
|
Should I Purchase an Annuity With Part of My Portfolio?
|
Jun 15, 2021 |
|
[Case Study] How to Make the Right Decision With All of My Retirement Options?
|
Jun 08, 2021 |
|
How Should You Invest Once You Have More Than "Enough" to Retire?
|
Jun 01, 2021 |
|
Here's How I Do My Budget And Why Most Budgeting Doesn't Work
|
May 25, 2021 |
|
Financial Tune Up - What to Look For When Reviewing Your Estate Plan
|
May 18, 2021 |
|
Financial Tune Up - What to Look For When Reviewing Insurance Policies
|
May 11, 2021 |
|
Financial Tune Up - What to Look For When Reviewing Your Investments
|
May 04, 2021 |
|
Financial Tune Up - How to Review Your 2020 Tax Return
|
Apr 27, 2021 |
|
How to Navigate Required Minimum Distributions (RMDs)
|
Apr 20, 2021 |
|
At What Point Should I Consider Making Roth Conversions?
|
Apr 13, 2021 |
|
Should I Pay Off My Mortgage or Invest?
|
Apr 06, 2021 |
|
How to Create Purpose and Meaning in Retirement
|
Mar 30, 2021 |
|
The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
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Mar 23, 2021 |
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How to Use Roth Conversions to Save Huge Amounts in Taxes
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Mar 16, 2021 |
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Can Capital Gains Push Me Into a Higher Tax Bracket?
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Mar 09, 2021 |
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Should I Invest a Lump Sum All at Once or Over Time?
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Mar 02, 2021 |
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What You Need to Know Before Coming Into a Large Sum of Money
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Feb 23, 2021 |
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How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)
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Feb 16, 2021 |
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4 Common Investment Mistakes to Avoid
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Feb 09, 2021 |
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What's the Best Way to Save for a Short-Term Goal?
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Feb 02, 2021 |
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Understanding Social Security and How You Can Maximize Your Benefit
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Jan 26, 2021 |
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5 Steps to Design the Optimal Portfolio
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Jan 19, 2021 |
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Should I Just Own the S&P 500 Index?
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Jan 12, 2021 |
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4 Steps to an Early Retirement
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Jan 05, 2021 |
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Where Should I Pull Funds From First in Retirement?
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Dec 29, 2020 |
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How Should I Determine When to Collect Social Security If I'm Single?
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Dec 22, 2020 |
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What Would Biden's New Tax Plan Mean for You?
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Dec 15, 2020 |
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How to Invest at Stock Market All-Time Highs
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Dec 08, 2020 |
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6 "Hidden" Tax Savings Opportunities Before Year End
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Dec 01, 2020 |
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Don't Focus on These 5 Wrong Things
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Nov 24, 2020 |
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Should You Have a 100% Stock Portfolio in Retirement?
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Nov 17, 2020 |
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Where Should I Keep My Emergency Fund with Interest Rates so Low?
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Nov 10, 2020 |
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What's Better - Roth or Traditional 401k (or IRA)?
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Nov 03, 2020 |
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What Goals Should You Invest For?
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Oct 27, 2020 |
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Should You Use a Target Date Fund in Your 401k Plan?
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Oct 20, 2020 |
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How Soon Before Retirement Should I Begin Adjusting My Portfolio?
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Oct 13, 2020 |
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How Much Can I Safely Spend in Retirement?
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Oct 06, 2020 |
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Open Enrollment: How to Navigate Medicare Options?
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Sep 29, 2020 |
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5 Retirement Mistakes to Avoid Amidst Coronavirus
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Sep 22, 2020 |
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Retirement Uses for your Health Savings Account (HSA)
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Sep 15, 2020 |
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7 Ways to Plan Better with Roth IRAs
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Sep 08, 2020 |
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Should I Invest In Gold?
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Sep 01, 2020 |
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What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
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Aug 25, 2020 |
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How Will the Presidential Election Impact the Stock Market?
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Aug 18, 2020 |
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What are the Best Retirement Plan Options for the Self-Employed?
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Aug 11, 2020 |
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What Issues Do You Need to Consider For Aging Parents?
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Aug 04, 2020 |
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[Case Study] How to Turn Charitable Giving Into $100k+ Tax Deductions
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Jul 28, 2020 |
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What Issues Should You Consider Before Retiring?
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Jul 21, 2020 |
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Countdown to Retirement: Is Your Spouse Ready For You to Retire?
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Jul 14, 2020 |
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Countdown to Retirement: Do You Know What You'll Do When You Retire?
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Jul 07, 2020 |
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Countdown to Retirement: Have You Had Enough Work?
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Jun 30, 2020 |
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Countdown to Retirement: Do You Have Enough Money?
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Jun 23, 2020 |
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Is It Better to Pay Off Debt or Invest Going Into Retirement?
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Jun 16, 2020 |
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Will COVID-19 Cause Social Security to Run Out of Money?
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Jun 09, 2020 |
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How "Safe" is Too Safe For Your Retirement Portfolio?
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Jun 02, 2020 |
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Should I Take a Small Mortgage Into Retirement?
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May 26, 2020 |
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How Much Will It Cost For Me To Retire?
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May 19, 2020 |
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Should You Collect Social Security As Soon As You Retire?
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May 12, 2020 |
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What Should You Expect Taxes to Be in Retirement?
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May 05, 2020 |
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Lump Sum vs Annuity - Which Pension Option Should You Choose?
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Apr 28, 2020 |
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How Will This Bear Market Impact Your Retirement?
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Apr 15, 2020 |
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4 Easy Ways to Reduce Taxes In Retirement
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Apr 14, 2020 |
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Ready For Retirement Intro Episode
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Mar 27, 2020 |