Ready For Retirement – Détails, épisodes et analyse
Détails du podcast
Informations techniques et générales issues du flux RSS du podcast.
Ready For Retirement
James Conole, CFP®
Fréquence : 1 épisode/6j. Total Éps: 303
Classements récents
Dernières positions dans les classements Apple Podcasts et Spotify.
Apple Podcasts
🇺🇸 États-Unis - investing
31/07/2025#60🇺🇸 États-Unis - investing
30/07/2025#54🇺🇸 États-Unis - investing
29/07/2025#65🇺🇸 États-Unis - investing
28/07/2025#61🇺🇸 États-Unis - investing
27/07/2025#47🇺🇸 États-Unis - investing
26/07/2025#52🇺🇸 États-Unis - investing
25/07/2025#51🇺🇸 États-Unis - investing
24/07/2025#60🇺🇸 États-Unis - investing
23/07/2025#51🇺🇸 États-Unis - investing
22/07/2025#50
Spotify
Aucun classement récent disponible
Liens partagés entre épisodes et podcasts
Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.
See all- https://www.rootfinancialpartners.com/
490 partages
- https://vwo3759x8i7.typeform.com/earlyretirement
306 partages
- https://www.linkedin.com/in/jamesconole/
330 partages
Qualité et score du flux RSS
Évaluation technique de la qualité et de la structure du flux RSS.
See allScore global : 69%
Historique des publications
Répartition mensuelle des publications d'épisodes au fil des années.
Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse
Épisode 231
mardi 3 septembre 2024 • Durée 30:54
After his father lost healthcare coverage in retirement and had to pay for a major health event with savings, Derek was highly motivated to ensure sufficient coverage in retirement. He even considered leaving the job he loved for one with better healthcare and retirement benefits.
Derek shares his retirement journey with James, including:
➡ Decisions he made pre-retirement
➡ How he addressed healthcare concerns
➡ How his perspective on life and giving back has shifted
➡ How he and his wife prepared for the changes retirement would bring to their marriage
Questions answered:
What are some questions my spouse and I could explore now in preparation for when we’re spending more time together in retirement?
What is Derek’s advice for soon-to-be retirees?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Meet Derek
3:23 - Importance of healthcare
6:48 - Health in retirement
10:07 - A new perspective and purpose
14:13 - Financial concerns and readiness
16:29 - The biggest challenge
19:30 - Adjustments in the marriage
23:13 - Derek’s advice
26:11 - Final thoughts
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How to Thrive in Retirement by Embracing the Unknown
Épisode 230
mardi 27 août 2024 • Durée 34:35
Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within the year. In his conversation with James, Chris, who could be described as goal-oriented and one who likes to be prepared, talks about the pros and cons of retirement. He’s found that by staying flexible, maintaining an adventuresome spirit, and focusing on giving back, retirement can be quite fulfilling. And he’s paved the way for his wife to retire with confidence.
Questions answered:
What sort of conversations could spouses be having before and during retirement about goals and expectations?
How will relationships with colleagues shift and change in retirement?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Meet Chris
3:50 - Impressions regarding retirement
6:17 - Preparatory conversations
9:09 - Decompressing and adjusting
12:24 - Purpose and mystery
15:59 - Exploring and serving
21:19 - Missing colleagues
25:57 - One spouse retiring first
29:41 - What’s next and final advice
Create Your Custom Strategy ⬇️
Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)
Épisode 221
mardi 25 juin 2024 • Durée 33:01
Mark asks a common question – What should I do regarding my withdrawal strategy? Should I first pull from my brokerage account or my IRA?
There is no one-size-fits-all answer, but James provides a framework for creating a strategy to increase your odds of getting the most out of your money saved. He walks through the pros and cons of first pulling from your IRA versus a brokerage account, taking into consideration required distributions, tax rates and strategies, capital gains, Roth conversions, tax gain harvesting, and charitable giving.
Questions answered:
What are the tax implications of giving to family members versus charities?
How should capital gains affect my withdrawal and tax strategy?
Timestamps:
0:00 - Mark’s question
3:12 - Pros of pulling from IRA
7:24 - Lower tax rate today
9:27 - Cons of pulling from IRA first
11:38 - Charitable giving
13:58 - Pros of brokerage pulls
18:40 - Other potential pros
21:39 - Cons of pulling from brokerage
26:03 - Things to consider
30:50 - Wrapping up
Create Your Custom Strategy ⬇️
Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
Épisode 131
mardi 4 octobre 2022 • Durée 22:05
In this episode of Ready for Retirement, James discusses if you should use Roth or Pre-Tax if you're in a 24% tax bracket.
Questions Answered:
- How do your taxes impact your overall financial plan?
- What are the best strategies to understand your tax plan?
- How do your investments impact your overall retirement plan?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
A Story of What You Are Actually Investing In
Épisode 130
mardi 27 septembre 2022 • Durée 19:40
In this episode of Ready for Retirement, James discusses a story to better understand what you're actually invested in.
Questions Answered:
- How can you reframe the way you view investing
- What are the best strategies to better understand your investments
- How do your investments impact your overall retirement plan?
Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
What's the Best Way to Help My Kid Buy a Home?
Épisode 129
mardi 20 septembre 2022 • Durée 17:58
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!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
How to Best Align Your Portfolio with Other Income Sources
Épisode 128
mardi 13 septembre 2022 • Durée 17:09
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!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Should Gold Be Part of Your Investment Portfolio?
Épisode 127
mardi 6 septembre 2022 • Durée 24:01
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!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
What Are the Best Strategies for Reducing Required Minimum Distributions?
Épisode 126
mardi 30 août 2022 • Durée 26:17
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!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Avoid These Pitfalls of Asset Location
Épisode 125
mardi 23 août 2022 • Durée 22:16
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!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
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