
Ready For Retirement
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!
Podcasting since 2020 • 317 episodes
Ready For Retirement
Latest Episodes
How to Know You’ve Found the Right Financial Advisor │ Root Talks
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, business partners, and even loved ones.
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Episode 317
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18:18

What’s the Smartest Investment Mix for Retirees Right Now?
Navigating market volatility in retirement requires more than the traditional 60/40 portfolio. This episode explores three critical risks every retiree must address to maintain financial security through changing market conditions.The fi...
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Episode 316
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13:42

The Real Reason Most People Struggle in Retirement (It’s Not Money)
Retirement planning is often framed as a numbers game where you can get lost in focusing on maximizing your 401(k), minimizing taxes, and chasing investment returns. But financial security alone doesn’t guarantee fulfillment. The bigger challen...
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Episode 315
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6:55

How Much Can I Spend In Retirement with a $2 Million Portfolio?
A retirement story that challenges everything you thought you knew about what’s possible in your golden years.Meet Michael and Lisa: a couple in their early sixties with $2 million saved who are worried about running out of money too soo...
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Episode 314
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13:19

Top 5 Social Security Secrets Every 60-Year-Old Needs to Know
The hidden complexities of Social Security could cost retirees tens of thousands over a lifetime. While it may seem like a simple income source, the right strategy can dramatically improve your financial security.Claiming isn’t one-size-...
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Episode 313
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12:19
