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“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 role is Guide and not Expert.
Personal Finance is more Personal than it is Finance.
Only you can be the true Expert on your life. James and others who embrace human first financial planning recognize that their role is Guide.”
Elephantherdco via Apple Podcasts ·
United States of America ·
06/21/24
More reviews of Ready For Retirement
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“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
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“Excellent information for those near or in retirement. Great tips and strategies to help achieve a successful retirement. One of the best retirement podcasts out there.”
Cami Moto via Apple Podcasts ·
United States of America ·
01/18/22
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“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
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