Ready For Retirement

387

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!

Recent Episodes

Episodes loading...

Recent Reviews

Elephantherdco

High Quality Enjoy Listening

Every Episode is full of Questions to get you thinking about your own situation. James does a masterful job of clearly outlining his thought process. One thing I admire most about James is that while he is smart enough technically to be the Expert in the Room, he fully recognizes that his role is Guide and not Expert. Personal Finance is more Personal than it is Finance. Only you can be the true Expert on your life. James and others who embrace human first financial planning recognize that their role is Guide.
EmmyBGirl

Have this on repeat …

Love the numbers analysis. Very helpful!
Susan from TN

WOW! Thoughtful! Step by Step instruction!

I have spent years listening to retirement podcasts! I have learned more detailed specific instruction by listening to James Conole than all other podcasts combined! WELL DONE! Thank you!
ssfarle

Love this Podcast!

I listen to several different financial podcasts. This one is my favorite as it’s not “over produced.” It doesn’t spend any time on production, chit chat, lengthy introductions, etc…. You can get more from listening to 20 minutes of this podcast than listening to other podcasts for 45 minutes!
TimF 1965

Retirement is 6 years away

This podcast has help me understand my path to retirement. I realize now I am in much shape for retirement then I thought. I have a much better understanding of 401k withdrawals, Medicare, social security and tax strategies.
Redforest668753

April 2 show

This is the first time I have listened to this podcast and I’m finding it extremely helpful. The hostess answering listeners questions with specific examples, and the way he walks us through. He is responses is making me think about many more different scenarios. I think I’ll be following this podcast for a while.
StarMan :)

Episode 208 - 3 thumbs up!

I've listened to this podcast twice now, and it has really made me think about the various factors to consider when trying to minimize taxes, reduce the impact of Required Minimum Distributions (RMDs), and prioritize capital gains harvesting and Roth conversions. Thanks for the insights! Lou Iuppa
Matt Evora

Very Awesome Podcast

Love listening to Ready for retirement because James is very clear concise and informative. He covers so many topics of financial planning and all info is relevant. He’s specifically helpful to me as a financial advisor perusing the CFP designation, because I apply it everyday with my own clients. Still a lot to learn but I enjoy how James makes it easy to absorb. Maybe one day Root financial will be in my future.
Bushmaster225

Great stuff

Really like how James break everything down to make it easier to understand
Etoken

Super informative

No a wasted second - not a nuance missed hardly ever! The examples used in answering pull into focus nearly all possibilities so all listeners can relate - all very entertaining and provided from a teachers heart genuinely interested in us all being the best Shepards of our dollars… truly appreciate the effort.
Jamen Ann

Great podcast!

Super informative and easy to digest podcast on planning for retirement.
Philip Heard

Helpful Retirement Podcast

Solid, quick to the point retirement podcast. I have found it very helpful.
1971guy

A must for anyone interested in their finances

Far and away . . the best. Each episode is about a focused topic; he uses real examples, and takes us step by step using the examples, making sure to emphasize the teaching points and how they can be applied to everyone. A gifted teacher; logical, and lets you “see” the thought processes. I’ve told many friends - I asked one recently how he likes it; he said “Oh, I’ve already listened to all of them.” Thank you!
Morfree2345

Smart Advice

I grew up on the Bob Brinker radio show so it has been difficult to find advice up to that level since he retired his show. This show however seems to be one of the best podcasts I’ve tracked down on investing for those nearing or currently in retirement. Well done !! Very sound opinions and all reasonably thought out. Will follow this one for sure.
Lucas Durham

Best Financial Planning Podcast

I am greatful James started ready for retirement after ceasing the creation of real personal finance! This is is the resource I point people to when they ask how they can learn financial planning for themselves! James and Ari are class acts who always provide wise council and are true professionals. Would give 6 stars if possible!
Ginger 60+

Concise quality content

I catch every episode.
Jwaltvalue

First Rate

I am a frequent listener to a variety of podcasts, but this is the first instance I have ever taken the time to submit a review. James has perfected the craft, providing practical information in the appropriate depth and at the optimal length, with a polished style that reflects extensive and thoughtful preparation. Keep up the great work.
Nacho wizard

One of the best financial podcasts out there

As a DIY investor, I like to know how the professionals think. James provides evidence based information in a thoughtful, logical and easy to understand manner. His calm and patient demeanor is an added plus! I enjoy listening to his podcasts and have learned a great deal about how to improve my investment strategy. His most recent podcast on the role of bonds and bond ladders in one’s portfolio is the best explanation I have ever heard. Instead of blindly choosing a 80/20 or 60/40 portfolio, it is best to be intentional and construct a portfolio based on individual draw down needs. Thanks for the great information!
Ram@boca

Best Retirement Poscast

James, thanks for the wealth of focused knowledge you have been dispensing on retirement. My wife and I came across your podcast 18 months ago and we haven’t stopped listening. You messages have been on target and is helping to guide us become better prepared for our upcoming retirement within the next couple years. Keep up the outstanding work and all the best for the new year to you and your family. Regards Ramy and Angie.
Mike w2026

Great show

Just found this podcast. James makes complex topics easily digestible. It’s find most of the topics very interesting and relevant. Learn something new with each episode.
还是那个声音

A question on timing

Hi James, Love your show! It’s packed with useful information explained in an easy to understand manner. My question is on timing, from a couple of angles: assuming I decide to retire in 2025. Question 1, which part of the year should I retire (beginning, middle or late)? What are some of the considerations? Question 2, let’s say I do a Roth conversation of $100K (paying taxes out of savings) , which part of the year should I do this and why? If I convert in the beginning of the year, when do I have to pay taxes, in the same quarter or by end of the year? Thanks for your time and keep up the great work! Oh, btw, I must admit after I start to watch you on YouTube also, my wife and I are amazed how young you look, especially for someone taking about retirement! Thanks again!
Smoore2020

Fantastic Podcast

I listen to many financial podcasts and Ready for Retirement is one of the best. The level of detail and clear articulation of the information are excellent. James takes a topic such as tax loss harvesting and, in a very manageable amount of time, covers many aspects and strategies for his listeners to consider. Thank you and keep up the great work!
GratefulinNY

Practical and Informative!

Just listened to another great episode. Your explanation of Tax Loss Harvesting helped me learn more than any other discussion on the topic. Going to speak with my fee only advisor about it.
Osm-Dad

Excellent information!

Excellent information, very well explained. I have listened to a good selection of your episodes and found all to be extremely useful and of a very high level. Would love to see one on sequence of returns as this is for me the big question for someone like me that is starting retirement (65y in some months). Most of the softwares available works with averages (forecasted future returns) and this is a big risk in my opinion. Others with probability of success and Montecarlo simulations, but none give me the assurance I need that everything will be ok for my longevity and expenses assumptions. Others go deep into budgeting and expenses, but none provides a powerful and friendly tool to simulate the future (shot, mid and long term). Thanks a lot and keep up the excellent work. Osvaldo
Rich’s Apple ID

Terrific information:

I am very close to retirement, and James has provided extremely detailed and helpful practical information on how to make this transition, not just from a nuts and bolts financial perspective, but how to best think financially about a holistic and satisfying life after retirement.
bfair90

Clear Minded and Honest

This pod provides clarifying information and straightforward analysis on retirement planning. Very valuable for anyone doing diligence.
Toughtwoplease

Concise and excellent

Clear and concise explanations of relevant retirement planning concepts and issues!
MFK1970

Built financial planning confidence

Outstanding podcast. Thank you for explaining complex concepts in plain language. It enables me to make better decisions and determine what other questions I need to ask. You focus on the most critical issues and provide great examples. You have brought comfort and confidence to my financial planning. Thanks
Jaunty Joe from Jersey

Excellent Retirement Podcast!

I have tried literally dozens of retirement podcasts, and this was by far the best. The information is succinct, relevant, and financially sound. And he makes it so everyone can understand- you don’t need to be a CPA to follow the podcast. Thank you so much James!
Bible 11:28

Great information !

So much great information provided in a concise, clear manner. After listening to several episodes I feel more prepared to ask relevant questions about my retirement. These podcasts reassured me that I am considering the correct, relevant factors for better planning and an earlier retirement!
Gretchen from Ohio

So very interesting!

I’m about 4-7 years out from retirement , recently widowed, and I started listening several months back to see if I may be in the right track. The show was so interesting that I started over from the beginning and have listened to practically every episode!! It is clear, easy to follow and really has me become more educated in what to anticipate over the next few years and on into the next few decades. Thank you!!
Tj6358

Super solid and well organized

My fav retirement podcast. Good short topics w solid info. The least amount of “rambling”. Wish I had found this earlier. Also on Spotify.
u hf kgyetgu

Love the podcast too!

Great information presented in a clear and easy to follow way
christhepacerfan

Great topics

James picks a key topic for retirees or those saving for retirement and break it down in a clear and informative manner. Thanks!!
Draxe90

Great and informative!

Love the show, closing in on retirement age, so I appreciate your sound advice and information! Thank you! Tim
ajdubea

Down to Earth

James discusses topics that are relevant to aspiring retirees, along with those of us who have already taken the plunge. His communication style and topics are both informative to those just contemplating retirement, while engaging for those of us who are a little more informed, and always looking to learn more about retirement planning. Keep up the great work.
Slelonek

Education for an aspiring Financial Advisor!

I really appreciate this podcast for bringing up so many different client scenarios and the many ways to think about possible solutions. I’m an aspiring Financial Advisor and am very early on in my career. This podcast is a great addition to my daily routine to help educate me on financial planning. I’m currently enrolled to get my bachelors degree and CFP certification, and listening to this podcast is really helping to solidify everything I’m learning. Thank you James for all the things you talk about and the excellent way you go about explaining it all!
J Wildwood

Home ownerships versus rental

I listen to a lot of different retirement podcasts. I have not previously listened to this topic. I thought James’ discussion was excellent—particularly the specific price to rent ratio discussion
Ann4travel

Best teacher on retirement

I am learning so much from James’s YouTube and podcasts on retirement. He is an excellent communicator and a thoughtful teacher. His contents are full of great informations and thought provoking insights. I listen to his podcasts while driving to work, gardening or doing house chores. I am much more confident about preparing for my retirement because of James. Thank you for being a great teacher!
Drew Nienhaus

Best Retirement Podcast-NOT EVEN CLOSE!!!

I subscribe to about 15 financial podcasts, this one is amazing. Simple, easy to follow, engaging and actionable! I have learned so much and it really motivated me to dig into all of my financial planning and accounts. Bonus points: keeps me distracted and entertained while exercising!
Marker V

The best financial planning podcast

Great show. Straight talk, understandable and practical, pragmatic information to help plan for an enjoyable life in retirement.
~ Muthu

Excellent Content!

Very informative podcast with detailed analysis and explanation. Thanks much for all your support!
Luvaneezer

Top Notch Retirement Education

There are dozens of retirement podcasts out there. I’ve listened to a ton of them. Ready For Retirement is far and away the best!! James is a gifted educator. He chooses relevant topics and presents often complex information in a remarkably clear and concise manner. Well worth your time to listen! Thanks, James, for a wealth of very useful information!
Frustrated a lot

Awesome educational podcast on retirement

James does an awesome job with topics that are relevant and focused on different topics each week. He explains the topic using examples that make it easy to understand. I look forward to hearing what topic he is going to cover each week. Thank you James for being a great resource for all of us that are going through the retirement process.
Brandi and Coco

Informative

James has very informative topics. I look for his podcast when it comes out every Tuesday.
Triken09

Worth the time

I have listened to many retirement podcasts. Ready for retirement has become my favorite. James is clear, practical, and consise yet very informative.
JStexan

One of the best retirement podcast

I listen to many retirement podcasts, but this is by far the Best. Not only the content is very relevant and informational, It is also precise and no nonsense talk to waste time which plagues most of the podcasts. Keep it up and I will continue to follow, learn and enjoy the content.
rdaniel123

Great podcast

Tremendous content delivered perfectly. My favorite financial podcast, and I listen to several. Always loaded with actionable information.
KH in LB

Grateful

Thank you James I have learned a great deal from your podcast. I appreciate your insight and your financial knowledge. Thank you for educating all of us. Keep up the great work!
Sandi808

Excellent breakdown!

James, I loved episode 160! In my mind, I knew that my withdrawal rate would fluctuate, and that I needed to account for changing needs, but the way you broke it down and quantified HOW MUCH I would need in each bucket, and how to calculate it the present value made so much sense to me!! THANKS for sharing your wisdom, I learn so much from your podcast!!

Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.