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James
Ready For Retirement
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...
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Ratings & Reviews
4.9 stars from 573 ratings
Thank you for the incredible clarity of the explanations, as well as your attention to the psychological aspects of investment and the entrance to the golden age.
JB Cortazar via Apple Podcasts · Mexico · 04/22/24
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.
TimF 1965 via Apple Podcasts · United States of America · 04/13/24
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...Read full review »
Redforest668753 via Apple Podcasts · United States of America · 04/04/24
Recent Episodes
How do you know if you can retire? It seems straightforward, but the answer is far from simple. Beyond portfolio balances and age thresholds, there are other things to consider. James explains his three-step test to determine your retirement readiness. By pulling together principles from the 4%...
Published 04/30/24
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which could result in a higher tax bracket for her.  Jennifer is considering whether to convert her...
Published 04/23/24
Published 04/23/24
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