Ready For Retirement
James Conole, CFP®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
| Publishes | Weekly | Episodes | 211 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEducationInvesting | |||
Listen to the Podcast
Latest Episodes
Joe is planning for retirement and wants to minimize his tax burden, especially on the interest earned from his three annuities. James explains that non-qualified annuities are purchased with post-tax money and offer tax deferral on growth until with... more
Deciding to work with a financial advisor is about more than how much youve stashed away. Its also about determining whether an advisors benefits outweigh the costs. more
Listener Ray is wondering what to do with his home as he embarks on a nomadic, van-life journey in retirement. Should he sell it to finance his travels or retain it for potential appreciation and cash flow? more
Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it can be a complicated question – especially when large accounts are involved – James provides some general guidelines that can be helpful for anyone with... more
Insights
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Reviews
- Very Awesome Podcast
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 clients. Still a lot to learn but I enjoy how James makes it easy to absorb. Maybe one day Root financial will be in my future.
Apple Podcasts5Matt Evora
United Statesa month ago - Great stuff
Really like how James break everything down to make it easier to understand
Apple Podcasts5Bushmaster225United Statesa month ago - Super informative
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 appreciate the effort.
Apple Podcasts5EtokenUnited Statesa month ago - Great podcast!
Super informative and easy to digest podcast on planning for retirement.
Apple Podcasts5Jamen AnnUnited Statesa month ago - Helpful Retirement Podcast
Solid, quick to the point retirement podcast. I have found it very helpful.
Apple Podcasts5Philip HeardUnited Statesa month ago
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Chart Rankings
Apple Podcasts | #63 | United States/Business/Investing |
Apple Podcasts | #163 | United States/Business |
Apple Podcasts | #198 |  Canada/Business/Investing |
Apple Podcasts | #38 |  Mexico/Business/Investing |
Apple Podcasts | #77 |  Sweden/Business/Investing |
Apple Podcasts | #198 | Mexico/Business |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
Frequently Asked Questions About Ready For Retirement
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How many episodes of Ready For Retirement are there?
Ready For Retirement launched 4 years ago and published 211 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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