by 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 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!
Language
🇺🇲
Publishing Since
3/27/2020
Email Addresses
1 available
Phone Numbers
0 available
April 17, 2025
Host Root Financial Services discusses the structure of the advisory team and how it ensures consistent client guidance
April 15, 2025
Host, John Smith, explains a three-step process to determine the right amount of money needed to retire comfortably and confidently
April 8, 2025
Financial advisor James Lott explains how to minimize taxes in retirement by strategically managing different investment accounts
Benjamin Brandt CFP®, RICP®
Taylor Schulte, CFP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Jason Parker
Ari Taublieb, CFP®, MBA
Andy Panko
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Devin Carroll, CFP® & John Ross, JD
Jim Saulnier, CFP® & Chris Stein, CFP®
Casey Weade
Steve Chen
Audacy
Wes Moss
Rob Berger
CBS News
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