Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will
James addresses a common concern for a couple approaching retirement through a listener’s question.
As one listener prepares for an early retirement, James discusses the situation, covering how to bui
James explores the concept of sequence of return risk in retirement planning. Most people are unawar
Should you sell long-term stocks for a real estate investment?I walk through one listener’s question
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an ad
James addresses a listener's question regarding Social Security strategies in retirement. Sasha
James explores the nuanced aspects of Roth IRAs, shedding light on intricacies that can confound eve
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursu
Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are m
James walks through a framework of how you ensure that your legacy goals include more than just leav
What are the benefits of Roth conversions in retirement planning? James addresses questions about wh
Have you ever wondered if purchasing an annuity makes sense for you?There are two conflicting opinio
If you're in a high tax bracket now and expect to remain in a high tax bracket after retirement
James debunks common misconceptions about retirement portfolio allocation and explains how to factor
In this episode, James emphasizes the importance of having a well-thought-out financial plan for re
In this episode James explores signs that may indicate it's time to move on from a current fina
One of the most ironic things about retirement spending is that the people who have saved the most m
The majority of people who participate in some level of charitable giving in retirement aren't
By the time you get to retirement, it is not uncommon to have many different accounts at multiple di
It’s common knowledge to have a different portfolio allocation before retirement than you actually h
