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 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! read less

Our Editor's Take

On the Ready For Retirement podcast, James Conole teaches listeners how to set themselves up for financial security. He aims to provide peace of mind and the ideal strategy for each person. Listeners learn about early retirement, personal finances, and critical financial decisions. James is the founder of Root Financial, a financial advising firm. As someone who grew up in a financially unstable home, he knows the stress such insecurity can cause. Throughout the years, he's heard plenty of bad advice about what people should do with their money. Root hopes to fix this problem and guide people toward a better future. His individualized approach considers each person's or family's unique situation. He starts with a simple question, "What do you want?" From there, he sets out a plan for success.

Podcast topics include pensions, long-term care, interest rates, and investment strategies. In one episode, James tells listeners how much stock it's safe to hold. While many advisors suggest five to ten percent, he argues that this is only valid for some. James discusses when it's a good idea to own individual stock and how to know when the conditions are right. In another episode, he considers when people should start collecting their social security checks. Many people will rely on these checks as their primary source of income at a later age. Others may have assets that provide passive income. James provides a dynamic method for utilizing social security wisely.

Once someone retires, knowing how and when to spend their money can be challenging. James discusses this issue in several valuable podcast episodes. In one, he outlines where that cash will go. A person must consider taxes, living expenses, and different sources of income. He answers listener questions and offers a new way to view financial planning.

Ready For Retirement serves those hoping to retire early or to prepare for the day they stop working. James' personalized approach may appeal to listeners of all economic backgrounds. New episodes of the podcast appear on Tuesdays.

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