The show, episode by episode

Ready For Retirement

James Conole, CFP®

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…

385 episodes tracked

Ready For Retirement

10 Really Good Reasons to File for Social Security at Age 62

$3M vs $2M in Retirement: Here’s What Changes

How To Invest Once You Retire

How Much Can You Spend With $2.5 Million In Retirement?

19 Unsexy Habits That Lead to a Great Retirement

Every Retirement Withdrawal Strategy RANKED (Worst to Best)

The ONLY 5 Tax Strategies You Need In Retirement

Why Everything Changes After You Save $1.44 Million in Retirement

I&#39;m A Retirement Advisor: Here&#39;s What I Tell Every Client At 62

Don’t Retire If This Is You - 5 Warning Signs

Your Life When Retiring With $100K vs $1M vs $10M

Sell These 10 Things BEFORE You Retire

If You Only Watch One Retirement Video, Make it This

The Real Math of Working One More Year (It’s Not What You Think)

Why I Told My Client Not to Pay Off Their Mortgage Before Retiring

Taxes on a $3M Retirement Portfolio: What You&#39;ll Actually Owe Each Year

Here&#39;s What Happens to Your Social Security If You Retire at 60

$15M in Nvidia Stock Case Study | Don&#39;t Just "Diversify Everything"

The Real Question Behind When to Start Social Security (It’s Not 62 vs. 67 vs. 70)

You Don’t Need a Financial Advisor… Until You Do (Here’s When)

Stop Overfunding Your 401(k). Do This Instead

5 Mental Traps That Keep You From Retiring (Even When You’re Ready)

Stop Working for Money You’ll Never Spend

The $5 Million Trap: Why Wealthy People Are Scared to Retire

"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement

The Dark Truth About Retirement (No One Tells You This)

4 Retirement Income Strategies: Which One Wins with $1+ Million?

Why Retiring at 55 is Better than 65 (The "3x" Rule)

The Retirement Red Zone: Why the Final 5 Years Decide Everything

“The Biggest Retirement Lie: ‘I Can’t Retire Until Medicare’”

Why $5 Million is the Tax "Danger Zone"

Work at SpaceX? Watch This Before your IPO

You Need to Retire Early - Here&#39;s Why

You Can Retire… But You Might Not Like the Life You Built

I’ve Never Seen So Many Retirees Make This Same Mistake

This Is What a $10M Retirement Actually Looks Like

Retiring After 65? The Rules Change (Hint: You Can Spend More)

18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality

Here&#39;s the Most Unethical Thing Advisors Do

The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality

The Hidden Cost of Roth Conversions: Avoiding Surprise Medicare Charges

Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality

Most Retirement Advice Fails Singles (Here’s What to Do Instead)

Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality

Don’t Wait Until 70 for Social Security Unless You Hear This First

Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math

When Saving Becomes a Habit You Can’t Turn Off | Root Talks

The Wake-Up Call That Made Him Retire 10 Years Early | Retirement Reality

The Secret Cost of Claiming Social Security Too Early (or Too Late)

Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality

How to Maximize Social Security Spousal Benefits (Even if you Collect Your Benefit Early)

I Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks

Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)

The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity

3 Steps to Build a Retirement Paycheck That Lasts

Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize

Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks

3 Investments That Should Never Go In Your Retirement Portfolio

We&#39;re 62 with $2M: Retire Now or Wait?

10 Ways Retirement Has Completely Changed in 30 Years

$10M+ Net Worth Case Study: What to Do First

The 3 Worst Retirement Mistakes I See All the Time

The BEST Retirement Advice (From 909 Real Retirees)

The Cliché Advice You Should Finally Pay Attention To

5 Signs You Should Fire Your Financial Advisor

Advice from Retirees: What They Wish They Knew in Their 50s

Roth vs. Traditional IRA – Which One Really Saves You More?

You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It)

How to Know You’ve Found the Right Financial Advisor │ Root Talks

What’s the Smartest Investment Mix for Retirees Right Now?

The Real Reason Most People Struggle in Retirement (It’s Not Money)

How Much Can I Spend In Retirement with a $2 Million Portfolio?

Top 5 Social Security Secrets Every 60-Year-Old Needs to Know

Retiring at 65 Might Be Too Late (Here’s Why)

Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks

How to Avoid the Widow’s Tax (Before It’s Too Late)

They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers

The Hidden Cost of Financial Optimization (And How to Avoid It)

When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring

I'm A Retirement Advisor: Here's What I Tell Every Client At 62

Taxes on a $3M Retirement Portfolio: What You'll Actually Owe Each Year

Here's What Happens to Your Social Security If You Retire at 60

$15M in Nvidia Stock Case Study | Don't Just "Diversify Everything"

You Need to Retire Early - Here's Why

Here's the Most Unethical Thing Advisors Do

We're 62 with $2M: Retire Now or Wait?

Here's How Early Retirement Will Impact Your Social Security Benefit

Stop Worrying About Running Out of Money: Here's What You Need to Do

I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.

Ready to Retire? Here's How to Tell Your Company │ Root Talks

The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans

Your Roth IRA Could be Locked For 5 Years. Here's Why

The Best Retirement Spending Stories I've Heard This Year

Root Talks: What's the Difference Between Root Financial and Other Advisory Firms?

Here's How to Avoid a Retirement Filled with Anxiety or Regret

What If Social Security is Cut? Here's What it Means for Your Retirement

Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio

Root Financial's Backstory: How and Why the Company Was Founded

STOP! Why You Shouldn't Do a Roth Conversion

Here's How To Discuss Money Effectively With Your Parents