Ready For Retirement

Ready For Retirement

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!

Episodes

September 20, 2022 17 min

In this episode of Ready for Retirement, James discusses the best way to help your children buy a home.

Questions Answered: 

  • How can I best help my child buy a home?
  • What are the best strategies to help?
  • How does this impact my overall retirement plan?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses how to best align your portfolio with other income sources.

    Questions Answered: 

  • How can I align my portfolio with my other income sources?
  • What are the best investments for your specific goals?
  • How do your investments and other income sources connect to your overall retirement plan?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses if gold should be part of your investment portfolio.

    Questions Answered: 

  • Should gold play a role in your investment portfolio?
  • What are the best investments for your specific goals?
  • How do your investments connect to your overall retirement plan?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses the best strategies for reducing RMDs (Required Minimum Distributions).

    Questions Answered: 

  • How can you minimize Required Minimum Distributions?
  • What's the best account for your specific goals?
  • How do your investments connect to your overall retirement plan?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    August 23, 2022 22 min

    In this episode of Ready for Retirement, James discusses how you can avoid the pitfalls of asset location.

    Questions Answered: 

  • How can you effectively invest in the right accounts?
  • What's the best account for your specific goals?
  • How do your investments connect to your overall retirement plan?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!

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    In this episode of Ready for Retirement, James discusses the best way to teach kids about money and investing.

    Questions Answered: 

  • How can you effectively teach kids about money and investing?
  • What's the best strategy to have kids start to understand about money?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses what return you should expect from a 60/40 portfolio going forward.

    Questions Answered: 

  • Is the 60/40 portfolio the best portfolio in retirement?
  • What's the best strategy to utilize when it comes to determining the best allocation for my retirement goals?
  • How does this impact your overall retirement strategy?
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    In this episode of Ready for Retirement, James discusses how state taxes impact Roth v. Traditional Contributions.

    Questions Answered: 

  • How should you determine what tax strategy is best based on your state?
  • What's the best strategy to utilize when it comes to determining when to prioritize Roth contributions?
  • How does this impact your overall retirement strategy?
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    In this episode of Ready for Retirement, James discusses Rule 72t distributions to access retirement funds early and penalty-free.

    Questions Answered: 

  • How can you withdraw funds from retirement accounts early?
  • What's the best strategy to execute the Rule 72t distributions?
  • How does utilizing the Rule 72t impact the overall financial strategy?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.

    Questions Answered: 

  • How can you use individual stocks for strategic tax planning?
  • What's the best strategy to utilize with individual stocks?
  • How does this impact your retirement strategy?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!

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    In this episode of Ready for Retirement, James discusses how to most effectively pull funds out of your college savings account.

    Questions Answered: 

  • What are the tax implications of pulling from college savings accounts?
  • What are the best ways to utilize this account for your retirement goals?
  • What strategies exist when it comes to funding college?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses how to turn real estate equity into income in retirement.

    Questions Answered: 

  • How can I best use my real estate equity to create income in retirement?
  • What are passive investments to create a secure retirement?
  • How can you ensure you reach your retirement goals?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

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    In this episode of Ready for Retirement, James discusses if rental real estate is a good idea in retirement.

    Questions Answered: 

  • Is it worth investing in rental real estate for retirement income?
  • What are passive investments to create a secure retirement?
  • How can you ensure you reach your retirement goals?
  • Check out the podcast on YouTube here!
    Check out our main channel on YouTube here!

    LET'S CONNECT!

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  • ENJOY THE...

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    In this episode of Ready for Retirement, James discusses with guest, Ari Taublieb, the four most important steps when considering an early retirement (non-traditional retirement). Ari is a financial planner at Root Financial Partners. Ari Taublieb is the host of the Early Retirement podcast. Ari also has a YouTube channel focusing on early retirement.

    Questions Answered: 

  • What are the primary considerations when it comes to retiring ...
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    In this episode of Ready for Retirement, James discusses how to implement (and do better than) the 4% rule.

    Questions Answered: 

  • How can you maximize your withdrawal strategy?
  • What should you consider in terms of withdrawing funds from your investments?
  • How can you ensure you reach your retirement goals?

  • We’re on YouTube

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

    LET'...

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    In this episode of Ready for Retirement, James discusses how to invest in different portfolio "buckets".

    Questions Answered: 

  • How can you best be invested for your goals?
  • What should you consider in terms of withdrawing funds from your investments?
  • How can you ensure you reach your retirement goals?

  • We’re on YouTube

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

    LET&#...

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    In this episode of Ready for Retirement, James discusses how to be a better investor with guest, Chad Hufford, owner of Veritas Wealth Management in Anchorage, Alaska.

    Questions Answered: 

  • How can you become a better investor?
  • What should you to become a better investor and set yourself up to reach your retirement goals?
  • How can you ensure you reach your retirement goals?
  • We’re on YouTube

    Check us out here for more content to help you ...

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    In this episode of Ready for Retirement, James discusses how withdrawal rates should change if you don't have any legacy goals.

    Questions Answered: 

  • How can you plan most effectively for your legacy goals (or lack thereof)?
  • What should you consider in terms of withdrawing funds and your goals?
  • How can you ensure you reach your retirement goals?

  • We’re on YouTube

    Check us out here for more content to help you create a secure retireme...
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    May 17, 2022 26 min

    In this episode of Ready for Retirement, James discusses how to get financially organized.

    Questions Answered: 

  • How can you be most organized financially?
  • What should you consider when planning for financial organization?
  • How can you ensure you don't outlive your money?

  • 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!

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    In this episode of Ready for Retirement, James discusses how to enjoy life today while also preparing for the future.

    Questions Answered: 

  • What can you do today to prepare for the future?
  • What should you consider when planning your retirement?
  • How can you ensure you don't outlive your money?

  • 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...
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