Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will
James sits down with someone who’s financially set to retire—mortgage paid off, kids through college
For many, Social Security makes up a large portion of their retirement income, so it’s important to
ames responds to a question from Chris regarding restricted stock units (RSUs) and how to avoid cost
Patrick and Mary will soon both be retired. They are curious about what their withdrawal strategy sh
Ben has been a saver his entire life, which helped position him for an early retirement at the age o
Monique aspired to retire early, and while she had faithfully saved throughout her working years, sh
Elaine didn’t decide to retire at age 57, but changes in her company meant an early retirement for h
After his father lost healthcare coverage in retirement and had to pay for a major health event with
Chris has been retired for a little over a year while his wife has continued to work. Now that Chris
Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is importan
Ready for Retirement is on a mission to be the most valuable source of retirement information in the
Gary is a 73-year-old with $8 million in savings. Despite having substantial assets, he’s concerned
Connor plans to retire soon and wonders if he should pay off his mortgage of $300,000 or invest thos
Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in
Listener Michael asks about how Social Security is taxed, the rationale behind the 50% and 85% tax t
Listener Nael opens up a discussion about Roth conversions. There are benefits to doing Roth convers
David has a question about taxes in retirement: When you’re retired and no longer getting a regular
Mark asks a common question – What should I do regarding my withdrawal strategy? Should I first pull
Dr. Riley Moynes, author and creator of a popular TED Talk joins James to discuss his own retirement
Listener Sherry asks a good question: How do large, one-off expenses (like a new roof, new car, etc.
