What are your interests?
Select categories to help us recommend content for you.
Let's Go!
Close queue History
Play full episodes to fill your queue.
Fathom beta logo
   
Ready For Retirement

Ready For Retirement

165 Episodes • By James Conole, CFP® • www.rootfinancialpartners.com/...
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 kn ...more
Investing Business Education
Ready For Retirement
Ready For Retirement
@readyforretirement
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
5 Things You'll Wish You Knew Before You Retired
When you retire, there are surprising things you’ll ... more
May 30 2023 15m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
What's the Best Way to Sell Out of a Concentrated Stock Position?
James discusses a listener’s question about what to ... more
May 23 2023 27m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
6 Financial Rules of Thumb to Avoid
James debunks six popular rules of thumb that can ac... more
May 16 2023 23m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
How Should I Invest Proceeds from Selling My Home?
In this episode, James tackles a listener’s question... more
May 9 2023 33m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
Plan Better: Financial Strategies vs Tactics
Oftentimes we make decisions about our portfolios ba... more
May 2 2023 12m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
Avoid This Major Pitfall of Standard Withdrawal Strategies
You might be missing something if you're focusi... more
Apr 25 2023 23m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
4 Reasons You SHOULDN'T do a Roth Conversion
In this episode of Ready for Retirement, James discu... more
Apr 18 2023 19m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
5 Reasons You Should Retire Now
In this episode of Ready for Retirement, James discu... more
Apr 11 2023 17m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
How to Protect Your Most Important Financial Asset
In this episode of Ready for Retirement, James discu... more
Apr 4 2023 20m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
How Much Umbrella Insurance Coverage Do You Need?
In this episode of Ready for Retirement, James discu... more
Mar 28 2023 20m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
How to Supercharge Your Retirement with Deferred Comp Plans
In this episode of Ready for Retirement, James discu... more
Mar 21 2023 30m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublie... more
Mar 14 2023 31m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublie... more
Mar 7 2023 26m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublie... more
Feb 28 2023 24m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
How Much Do You Need to Retire?
In this episode of Ready for Retirement, James discu... more
Feb 21 2023 24m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
Where Should I Invest Extra Income After Maxing My 401k?
In this episode of Ready for Retirement, James discu... more
Feb 14 2023 25m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
What Should You Do With Your 401k When You Retire?
In this episode of Ready for Retirement, James discu... more
Feb 7 2023 28m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
5 Steps To Create A Meaningful Retirement with Cyn Meyer
In this episode of Ready for Retirement, James discu... more
Jan 31 2023 28m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
How to Use Roth Conversions to Protect Your Spouse's Future
In this episode of Ready for Retirement, James how t... more
Jan 24 2023 22m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
In this episode of Ready for Retirement, James discu... more
Jan 17 2023 21m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
8 Important Planning Opportunities From the SECURE Act 2.0
In this episode of Ready for Retirement, James discu... more
Jan 10 2023 34m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
3 Steps to Make 2023 Your Best Year Yet
In this episode of Ready for Retirement, James discu... more
Jan 3 2023 24m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
5 Wrong Assumptions People Make About Retirement
In this episode of Ready for Retirement, James discu... more
Dec 27 2022 22m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
Is a Reverse Mortgage a Good "Plan B"?
In this episode of Ready for Retirement, James discu... more
Dec 20 2022 16m
Like
Clip
Share
Transcript
More
Play Full
mute button
Not AI Processed
Previews and search are not yet available for this episode.

Autoplay will start you at the beginning of the episode.
stars icon No captions Available
When Does it Make Sense to Work with a Financial Advisor?
In this episode of Ready for Retirement, James discu... more
Dec 13 2022 29m
Like
Clip
Share
Transcript
More
Play Full