Reviews
Thank you for the informative and inspiring podcasts James! I am from Canada but find your context very relevant and more valuable than what I could find anywhere else. Looking forward to future podcasts and videos from you!
NataliaEdm_0702 via Apple Podcasts · Canada · 11/17/24
James breaks down all the essential financial topics around retirement in a clear, articulate, friendly and inspiring manner. The best of retirement content in the podcast sphere. Highly recommended.
grphcdsgnr via Apple Podcasts · United States of America · 11/09/24
I recently discovered the show, it’s very informative. Jame’s knowledge on tax planning, and his ability to dissect complicated subjects to easy to understand pieces, and still be concise on his teaching is amazing! I also like his wisdom and sometimes being philosophical about life and it’s...Read full review »
bluespirits via Apple Podcasts · United States of America · 11/05/24
Great information on preparing for and enjoying a great retirement.
Ted NYWI via Apple Podcasts · United States of America · 10/22/24
This series is a home run! It is helping me tremendously with the emotional part of planning for retirement and envisioning life in my spending days. It’s an important aspect often overlooked by Financial planners. Can’t thank you enough for this best in class podcast!
Piper1214 via Apple Podcasts · United States of America · 10/02/24
LOVE the recent episodes that share someone’s experience with retiring!
Mo mo jo9 via Apple Podcasts · United States of America · 09/18/24
I learned much more in a short period of time with the old format. The new format is way to much extra talking and less facts and takeaways.
SoCalCuster via Apple Podcasts · United States of America · 09/16/24
Knowledge is power. Thought I knew all I needed to consider about ROTH conversions, until I discovered this podcast. Excellent information to assist with making wise decisions.
Canon(baller)7D via Apple Podcasts · United States of America · 08/12/24
Compared to other personal finance / retirement planning podcasts I listen to where hosts sometimes ramble or don’t give specific examples, James’ podcasts are so much more helpful. I appreciate the way James always models situations and presents a framework, walking through specific scenarios -...Read full review »
Roryrock334 via Apple Podcasts · United States of America · 07/22/24
James looks like a youngster (to me at 70), but he has a vast amount of information about financial planning specifically regarding retirement. I have always done all of my own financial work…taxes, investing, etc. and I have listened to every financial retirement podcast out there. James is so...Read full review »
windtrix via Apple Podcasts · United States of America · 07/16/24
This has become my favorite financial/retirement podcast due to the astonishing amount of information Mr. Canole so generously provides. I personally am not looking for the entertainment factor, so I appreciate his ability to stay relevant and concise in each and every show.
Joni Kr via Apple Podcasts · United States of America · 07/01/24
Every Episode is full of Questions to get you thinking about your own situation. James does a masterful job of clearly outlining his thought process. One thing I admire most about James is that while he is smart enough technically to be the Expert in the Room, he fully recognizes that his...Read full review »
Elephantherdco via Apple Podcasts · United States of America · 06/21/24
Love the numbers analysis. Very helpful!
EmmyBGirl via Apple Podcasts · United States of America · 05/28/24
I have spent years listening to retirement podcasts! I have learned more detailed specific instruction by listening to James Conole than all other podcasts combined! WELL DONE! Thank you!
Susan from TN via Apple Podcasts · United States of America · 05/20/24
I listen to several different financial podcasts. This one is my favorite as it’s not “over produced.” It doesn’t spend any time on production, chit chat, lengthy introductions, etc…. You can get more from listening to 20 minutes of this podcast than listening to other podcasts for 45 minutes!
ssfarle via Apple Podcasts · United States of America · 05/20/24
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
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
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
I've listened to this podcast twice now, and it has really made me think about the various factors to consider when trying to minimize taxes, reduce the impact of Required Minimum Distributions (RMDs), and prioritize capital gains harvesting and Roth conversions. Thanks for the...Read full review »
StarMan :) via Apple Podcasts · United States of America · 04/01/24
Love listening to Ready for retirement because James is very clear concise and informative. He covers so many topics of financial planning and all info is relevant. He’s specifically helpful to me as a financial advisor perusing the CFP designation, because I apply it everyday with my own...Read full review »
Matt Evora via Apple Podcasts · United States of America · 03/26/24
Really like how James break everything down to make it easier to understand
Bushmaster225 via Apple Podcasts · United States of America · 03/23/24
No a wasted second - not a nuance missed hardly ever! The examples used in answering pull into focus nearly all possibilities so all listeners can relate - all very entertaining and provided from a teachers heart genuinely interested in us all being the best Shepards of our dollars… truly...Read full review »
Etoken via Apple Podcasts · United States of America · 03/21/24
Super informative and easy to digest podcast on planning for retirement.
Jamen Ann via Apple Podcasts · United States of America · 03/14/24
Solid, quick to the point retirement podcast. I have found it very helpful.
Philip Heard via Apple Podcasts · United States of America · 03/13/24
Far and away . . the best. Each episode is about a focused topic; he uses real examples, and takes us step by step using the examples, making sure to emphasize the teaching points and how they can be applied to everyone. A gifted teacher; logical, and lets you “see” the thought processes. I’ve...Read full review »
1971guy via Apple Podcasts · United States of America · 03/11/24
I grew up on the Bob Brinker radio show so it has been difficult to find advice up to that level since he retired his show. This show however seems to be one of the best podcasts I’ve tracked down on investing for those nearing or currently in retirement. Well done !! Very sound opinions and all...Read full review »
Morfree2345 via Apple Podcasts · United States of America · 03/10/24
I am greatful James started ready for retirement after ceasing the creation of real personal finance! This is is the resource I point people to when they ask how they can learn financial planning for themselves! James and Ari are class acts who always provide wise council and are true...Read full review »
Lucas Durham via Apple Podcasts · United States of America · 02/13/24
I catch every episode.
Ginger 60+ via Apple Podcasts · United States of America · 02/12/24
I am a frequent listener to a variety of podcasts, but this is the first instance I have ever taken the time to submit a review. James has perfected the craft, providing practical information in the appropriate depth and at the optimal length, with a polished style that reflects extensive and...Read full review »
Jwaltvalue via Apple Podcasts · United States of America · 01/09/24
As a DIY investor, I like to know how the professionals think. James provides evidence based information in a thoughtful, logical and easy to understand manner. His calm and patient demeanor is an added plus! I enjoy listening to his podcasts and have learned a great deal about how to improve my...Read full review »
Nacho wizard via Apple Podcasts · United States of America · 01/09/24
James, thanks for the wealth of focused knowledge you have been dispensing on retirement. My wife and I came across your podcast 18 months ago and we haven’t stopped listening. You messages have been on target and is helping to guide us become better prepared for our upcoming retirement within...Read full review »
Ram@boca via Apple Podcasts · United States of America · 12/31/23
Just found this podcast. James makes complex topics easily digestible. It’s find most of the topics very interesting and relevant. Learn something new with each episode.
Mike w2026 via Apple Podcasts · United States of America · 12/12/23
Hi James, Love your show! It’s packed with useful information explained in an easy to understand manner. My question is on timing, from a couple of angles: assuming I decide to retire in 2025. Question 1, which part of the year should I retire (beginning, middle or late)? What are some of the...Read full review »
还是那个声音 via Apple Podcasts · United States of America · 12/01/23
I listen to many financial podcasts and Ready for Retirement is one of the best. The level of detail and clear articulation of the information are excellent. James takes a topic such as tax loss harvesting and, in a very manageable amount of time, covers many aspects and strategies for his...Read full review »
Smoore2020 via Apple Podcasts · United States of America · 11/22/23
Just listened to another great episode. Your explanation of Tax Loss Harvesting helped me learn more than any other discussion on the topic. Going to speak with my fee only advisor about it.
GratefulinNY via Apple Podcasts · United States of America · 11/21/23
Excellent information, very well explained. I have listened to a good selection of your episodes and found all to be extremely useful and of a very high level. Would love to see one on sequence of returns as this is for me the big question for someone like me that is starting retirement (65y in...Read full review »
Osm-Dad via Apple Podcasts · United States of America · 11/21/23
I am very close to retirement, and James has provided extremely detailed and helpful practical information on how to make this transition, not just from a nuts and bolts financial perspective, but how to best think financially about a holistic and satisfying life after retirement.
Rich’s Apple ID via Apple Podcasts · United States of America · 11/02/23
This pod provides clarifying information and straightforward analysis on retirement planning. Very valuable for anyone doing diligence.
bfair90 via Apple Podcasts · United States of America · 10/31/23
Clear and concise explanations of relevant retirement planning concepts and issues!
Toughtwoplease via Apple Podcasts · United States of America · 10/26/23
Outstanding podcast. Thank you for explaining complex concepts in plain language. It enables me to make better decisions and determine what other questions I need to ask. You focus on the most critical issues and provide great examples. You have brought comfort and confidence to my financial...Read full review »
MFK1970 via Apple Podcasts · United States of America · 09/24/23
I have tried literally dozens of retirement podcasts, and this was by far the best. The information is succinct, relevant, and financially sound. And he makes it so everyone can understand- you don’t need to be a CPA to follow the podcast. Thank you so much James!
Jaunty Joe from Jersey via Apple Podcasts · United States of America · 09/12/23
So much great information provided in a concise, clear manner. After listening to several episodes I feel more prepared to ask relevant questions about my retirement. These podcasts reassured me that I am considering the correct, relevant factors for better planning and an earlier retirement!
Bible 11:28 via Apple Podcasts · United States of America · 09/02/23
As a Canadian, this podccast was a surprising find. Although James is an American financial planner and provides information based on American stuff (my god you guys have so many different retirement account options), he is so good on focusing on principles, that it was very easy to translate his...Read full review »
Ninjabunny64 via Apple Podcasts · Canada · 08/26/23
I’m about 4-7 years out from retirement , recently widowed, and I started listening several months back to see if I may be in the right track. The show was so interesting that I started over from the beginning and have listened to practically every episode!! It is clear, easy to follow and...Read full review »
Gretchen from Ohio via Apple Podcasts · United States of America · 08/13/23
My fav retirement podcast. Good short topics w solid info. The least amount of “rambling”. Wish I had found this earlier. Also on Spotify.
Tj6358 via Apple Podcasts · United States of America · 08/10/23
Great information presented in a clear and easy to follow way
u hf kgyetgu via Apple Podcasts · United States of America · 08/09/23
James picks a key topic for retirees or those saving for retirement and break it down in a clear and informative manner. Thanks!!
christhepacerfan via Apple Podcasts · United States of America · 08/08/23
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