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Hosted by James Conole, CFP® · 🇺🇸 US · EN-US · 382 episodes
Established thought leaders with verified media credentials.
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!
James Conole, CFP® hosts Ready For Retirement, a business show with 382 episodes published.
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/0ce92d ======================= This is the question I get more t
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://youtu.be/7lpp3XXiDyQ ======================= You probably think the way you'll pull mone
$1,440,000 sounds like the finish line. For a lot of people it's actually where a brand new problem starts, one nobody warns you about before you get there. I've sat across the table from hundreds of people getting ready
I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment. It's something I call the momentum trap. At 62, every single signal tells you to keep going, and almost nobody see
You can hit your number, be fully financially ready, hand in your notice, and still end up miserable. Or worse, running out of money. In 15 years as a retirement advisor, I've watched it happen again and again, and it al
You'd assume retiring with $10 million is a hundred times better than retiring with $100,000. It isn't. And the reason is stranger than you'd think. Because the size of your portfolio barely tells you what your life actu
Paying off your mortgage before retirement sounds responsible. Sometimes it is. Sometimes it quietly costs you the best years of your life. In this episode, James walks through the story of a client who delayed retiremen
Most people assume retirement taxes are based on how much they withdraw. The real problem is what the IRS eventually forces them to withdraw. In this episode, James walks through what taxes can actually look like on a $3
Retiring at 60 feels like a clean plan. Work ends, savings take over, and Social Security fills the gap later. What most people do not realize is that decision has already changed their benefit. In this episode, James wa
A big single-stock win can feel like freedom one day and a tightrope the next. This plan walks through how a family holding ~$15M in NVIDIA shares can turn concentrated success into stable, low-stress wealth—without torc
Most people think deciding when to take Social Security is a math problem. Run the numbers. Find the breakeven age. Pick 62, 67, or 70. Done. But that approach misses the point. This is not a math decision. It is a risk
You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial advisor now. That question makes sense. And for many people, the answer
You can do everything right and still feel stuck. Save aggressively. Max out your 401k. Build a large portfolio. And then one day realize you can’t actually use it when you want to. In this episode, James explains why th
As you get close to retirement, something unexpected starts to happen. The math looks good. The plan works. And yet, you hesitate. In this episode, James Conole explores the quiet mental traps that show up right before o
One of the biggest fears people carry into retirement is running out of money. But for many retirees, the greater risk is something else entirely. Running out of time. In this episode, James Conole, CFP®, explains why th
Most people think retirement begins the day they turn in their notice. In reality, retirement begins much earlier than that. It begins the moment you stop depending on your employer for everything. In this episode, James
“Only live off the dividends. Never touch the principal.” It sounds responsible. It feels safe. It may be one of the riskiest retirement strategies out there. In this episode, James breaks down why building a retirement
Everyone thinks retirement is a permanent vacation. For the first few months, it might feel that way. Then something shifts. The novelty fades. Tuesdays start to feel like Saturdays. The structure that once defined your
In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just how much income you
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveling more, and living
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Ready For Retirement is hosted by James Conole, CFP®. The show is categorised under business (investing) and has published 382 episodes.
Ready For Retirement has published 382 episodes.
Ready For Retirement regularly covers business, investing, education. It sits in the business category, with a investing focus.
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