Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will
Are short-term savings using an adjustable rate mortgage worth the risk of rate hikes? In this podca
How can rising interest rates impact your pension value?In this week's episode, we analyze a re
If you’re retired, you can’t wait around for the next bonus or stock to vest when you have a large e
How much of your portfolio is safe to hold in one individual stock? While 5% or 10% is typically rec
What do you think is the key to a successful retirement?By asking yourself the right questions and b
For many people, Social Security will be their primary income source in retirement, but some individ
DescriptionThere are a lot of good reasons to put your money into a Roth account. But does it make s
How much it will cost to meet your needs is one of the hardest parts to understand about retirement.
Many people believe that when you're retired, you need to own your own home, ideally without a
Required Minimum Distributions work differently depending on the type of account. How can you most e
For people who are planning to retire early, planning for retirement can be especially daunting. The
One of the best things you can do for your portfolio is to implement the right tax strategy. Each si
Managing your cash reserves in retirement can get complicated quickly between living expenses, multi
When you retire, there are surprising things you’ll wish you knew beforehand. Unlike social security
James discusses a listener’s question about what to do with stock positions and single stock positio
James debunks six popular rules of thumb that can actually do more harm than good when it comes to r
In this episode, James tackles a listener’s question about investing a lump sum for his upcoming ret
Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet w
You might be missing something if you're focusing only on your initial withdrawal rate......on
In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion.Q