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Artwork for Ready For Retirement

Ready For Retirement

James Conole, CFP®
Retirement Planning
Social Security
Financial Planning
Roth IRA
Investment Strategies
Tax Strategy
Retirement Transition
Withdrawal Strategies
S&P 500
Retirement Savings
Financial Strategy
Required Minimum Distributions
Healthy Living
Tax Planning
Financial Advisor
Vacation Rental
Roth Conversions
Annuities
401(k)
Personal Finance

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... more

PublishesTwice weeklyEpisodes332Founded6 years ago
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for Ready For Retirement

Latest Episodes

In this episode of Retirement Reality, meet Donovan, a 55-year-old retiree who turned an unexpected career exit into an opportunity for freedom, reflection, and new purpose. Donovan shares how one defining word, choice, shaped his journey before, dur... more

YouTube

Early retirement income can feel complicated, but a steady paycheck from savings starts with a simple framework. This episode reframes withdrawal decisions, explains why a fixed 4 percent rule can be too conservative in some cases, and shows when a 5... more

YouTube

Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari maps the three biggest levers for early retirees: Roth conversions, ACA health insurance subsidies, ... more

YouTube

What if the next 10 years bring just 3% returns from the S&P 500?

In this episode, we turn that forecast into a real-world retirement plan—not panic. You’ll learn how to stress test your portfolio, build flexibility into your spending, and design a w... more

YouTube

Key Facts

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Recent Guests

Monique Blasquez
Former finance professional with over 30 years of experience
Episode: Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
Elaine Magania
Former director of operations turned retiree who shares her journey of finding happiness post-retirement.
Episode: Unexpected Retirement: Finding Happiness and New Adventures
Derek Pinky
Retired law enforcement officer sharing experiences of health challenges and retirement transitions.
Episode: Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse
Joseph Sullivan
Retired Air Force veteran and HR professional
Episode: The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
Dr. Riley Moynes
Successful author, speaker, educator, and founder of a wealth management firm.
Episode: The Four Phases of Retirement with Dr. Riley Moynes
Cole Craven
An expert from Move Health Partners who provides insights on health insurance for early retirees
Move Health Partners
Episode: Health Insurance Options for Early Retirement
Drew Shockley
A certified Medicare insurance planner and co-founder of MOVE Health Partners
MOVE Health Partners
Episode: Everything You Need to Know About Medicare: Q&A with a Medicare Expert
Cynthia Meyer
Retirement life coach and founder of Second Wind Movement
Second Wind Movement
Episode: Secrets to a Happy Retirement: What the Research Shows
Joe Kuhn
Recently retired corporate employee who shares insights and tips on navigating retirement transitions.
Episode: Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn

Host

James Conole
Financial advisor with a focus on retirement planning strategies, applying emotional understanding to financial decisions and fostering a holistic approach to wealth management.

Reviews

4.9 out of 5 stars from 1.1k ratings
  • Roadmaps for retirement

    This podcast has explained retirement options in such a clear way. Easy to listen to and extremely informative.

    Apple Podcasts
    5
    jedded
    United States5 months ago
  • Amazing!

    Just what I need to know, even when I didn’t know it!

    Apple Podcasts
    5
    Lisa K Therapist
    United States6 months ago
  • More solo eps (w/o Ari)

    Love the show when it’s a solo ep (5-stars), great info delivered concisely. I skip the Root Talks episodes with Ari as he’s too repetitive and the information too basic.

    Apple Podcasts
    4
    artifact-e
    United States8 months ago
  • Ditch Ari!!

    Long time listener but have slowed down since you added Ari. He’s very annoying and adds nothing. He tries to be funny but he’s not. His role playing is condescending. Please ditch him and go back to your solo podcasts. Then it would be 5 stars!

    Apple Podcasts
    3
    Pdunfey
    United States9 months ago
  • Excellent Podcast !

    This is an outstanding podcast! James is incredibly passionate about retirement topics and helping people with great analysis and in-depth focus on numerous topics. I think everyone should listen to this podcast !

    Apple Podcasts
    5
    Srichards2
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the clear and concise information that makes complex financial concepts easy to understand.
Some feedback indicates mixed reactions to the co-host dynamic, with particular references to the quality of insights shared by each host.
Overall, the content is deemed informative and practical, especially for those planning for retirement.
The host's ability to communicate effectively and demonstrate genuine concern for listeners' financial well-being is highly praised.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

$10M+ Net Worth Case Study: What to Do First
Q: What tax strategies are most important when I have more than $10 million in my portfolio versus when I have less?
A focus on understanding the specific tax considerations associated with ultra high-net-worth status is crucial.
$10M+ Net Worth Case Study: What to Do First
Q: Should I invest in all dividend-paying stocks so I can live just on the dividend income going forward?
This reflects a common query about income strategies in retirement.
$10M+ Net Worth Case Study: What to Do First
Q: How much conservative money should I have?
This leads to considerations of ideal portfolio allocations, like whether a 60-40 split is appropriate for their financial situation.
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
Q: Why did it take so long to drop the minimum to $1 million?
Initially, the minimum was set to prevent burnout and stress on advisors, enabling a sustainable work environment, which took time to balance with growing client demands.
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
Q: What do you want people to know about how we grow?
We have an anti-goal of not becoming a place where anyone dislikes working, which includes maintaining quality service during growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Ready For Retirement

What is Ready For Retirement about and what kind of topics does it cover?

Focused on retirement planning, this series offers listeners valuable tips and strategies essential for achieving their retirement goals. With a blend of practical advice covering topics such as investment strategies, tax planning, withdrawal methods, and Social Security optimization, the content aims to demystify the retirement process and make it more accessible. Episodes frequently feature personal anecdotes and expert insights that add depth to discussions, helping listeners to feel more empowered and informed about their future finances. The unique emphasis on integrating emotional and psychological elements of retirement planning sets this series apart, encouraging a holistic approach to securing a fulfilling life post-career.

Where can I find podcast stats for Ready For Retirement?

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How many listeners does Ready For Retirement get?

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What are the audience demographics for Ready For Retirement?

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How many subscribers and views does Ready For Retirement have?

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How many episodes of Ready For Retirement are there?

Ready For Retirement launched 6 years ago and published 332 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Ready For Retirement?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Ready For Retirement?

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What guests have appeared on Ready For Retirement?

Recent guests on Ready For Retirement include:

1. Monique Blasquez
2. Elaine Magania
3. Derek Pinky
4. Joseph Sullivan
5. Dr. Riley Moynes
6. Cole Craven
7. Drew Shockley
8. Cynthia Meyer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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