Ready For Retirement Podcast Por James Conole CFP® arte de portada

Ready For Retirement

Ready For Retirement

De: James Conole CFP®
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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!© 2025 Ready For Retirement Economía Finanzas Personales
Episodios
  • The Cliché Advice You Should Finally Pay Attention To
    Oct 2 2025

    We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want.

    Easy to dismiss, right? But the truth is, those sayings stick around for a reason. They hold the kind of wisdom that can change how you approach life, work, and even setbacks.

    What often gets missed is that clichés aren’t about perfection, they’re about perspective. They remind you that regret comes from the chances you didn’t take, that discipline lasts longer than motivation, and that consistency matters more than bursts of effort. It’s not about chasing outcomes—it’s about showing up, day after day, for the things that matter most.

    One question that flips the script: How do I minimize future regrets? Suddenly, clichés like “control what you can” or “give it your all” stop sounding tired and start feeling urgent. They’re not just empty lines, they’re the compass for your decisions.

    When you finally pay attention to the advice you’ve heard a thousand times, life feels lighter, setbacks feel smaller, and your goals feel closer. It’s not about ignoring the noise, it’s about finally hearing the truth inside it.

    Which cliché have you been ignoring that’s ready to guide you?

    -


    Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

    Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

    Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

    Create Your Custom Strategy ⬇️


    Get Started Here.

    Join the new Root Collective HERE!

    Más Menos
    20 m
  • 5 Signs You Should Fire Your Financial Advisor
    Sep 30 2025

    Most people stay with the wrong financial advisor far too long: out of loyalty, inertia, or fear of starting over. But the cost of sticking with the wrong person can be measured in dollars, stress, and lost years you can’t get back.

    5 Signs You Should Fire Your Financial Advisor
    1. They always say “ask your CPA” instead of doing proactive tax planning (advisors don’t file returns, but tax planning is inseparable from investing and retirement decisions).
    2. They only talk about investments and ignore taxes, retirement income, insurance, and estate planning.
    3. You leave meetings confused—jargon and complexity replace clear explanations.
    4. Your spouse/partner is ignored or left out of meetings and decisions.
    5. You wouldn’t rehire them today if you were starting fresh.
    A great advisor simplifies your life, coordinates every part of the plan, and speaks plainly. If that’s not your experience, it might be time to move on.

    Ready to explore whether your advisory relationship is truly serving your best interests? Take an objective look at these warning signs and consider what advice your future self would give you today.

    -

    Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

    Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

    Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

    Create Your Custom Strategy ⬇️


    Get Started Here.

    Join the new Root Collective HERE!

    Más Menos
    13 m
  • Advice from Retirees: What They Wish They Knew in Their 50s
    Sep 27 2025

    Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your financial independence number, and prioritize what money can’t buy while you still can.

    In your 50s–60s, many people hit a rare “sweet spot” where financial security, free time, and decent health overlap. Too many keep grinding until that window closes. A clear FI plan turns work from mandatory to optional, so choices reflect values instead of fear. And the biggest ROI isn’t from another spreadsheet. It comes from a fit body, a calm mind, rich relationships, and purposeful use of time.

    Cognitive health compounds. So do habits. Mental challenge, movement, and social connection strengthen the brain; chronic stress and self-doubt erode it. Don’t wait for retirement to start living. Money can be rebuilt. Health and relationships are harder to regain.

    What would your older self tell you right now?

    Drop a comment so others can learn from your playbook.

    -

    Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

    Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

    Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

    Create Your Custom Strategy ⬇️


    Get Started Here.

    Join the new Root Collective HERE!

    Más Menos
    19 m
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This is my favorite retirement podcast! it's clear, practical and interesting. Highly recommend listening.

Great retirement information

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