Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will
Healthcare subsidies are like a tax break and should always be optimized, right? That seems like an
We meet many people who are in a position to retire early. But when they think about healthcare in r
Drew Shockley of MOVE Health Partners joins James to address questions about Medicare. He overviews
Graham and his wife are in their early 50s and plan to retire in 5 years. He wonders if they should
Drew, a burnt-out, financially responsible 40-something father of two, hopes he can scale back from
How do you know if you can retire? It seems straightforward, but the answer is far from simple. Beyo
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing wit
Joe is planning for retirement and wants to minimize his tax burden, especially on the interest earn
Deciding to work with a financial advisor is about more than how much you've stashed away. It&a
Listener Ray is wondering what to do with his home as he embarks on a nomadic, van-life journey in r
Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it ca
James responds to listener Jerry’s question about the optimal time to distribute inheritance or char
A listener says, “Eventually, one spouse will pass before the other, which will often catapult the s
Jason and his wife face a crucial decision: whether to purchase an annuity or pursue traditional inv
The "Three Bucket Strategy" is a popular retirement income planning method. The first buck
Benjamin, nearing retirement at 65, faces a familiar dilemma with his taxable account housing expens
Typical retirement strategies assume a retirement age of over 60. With an earlier retirement goal, a
The 4% rule helps us understand how much we can safely take out of our portfolio each year without r
Retirement is not just about financial readiness; it's also about finding purpose, passion, and
Sammy, a 51-year-old retiree, is seeking advice on how much she should convert from her traditional
