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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
Financial Strategy
Retirement Savings
Required Minimum Distributions
Healthy Living
Tax Planning
Financial Advisor
Vacation Rental
Roth Conversions
Annuities
401(k)
Consulting

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 weeklyEpisodes340Founded6 years ago
Number of ListenersCategories
InvestingEducationBusiness

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Artwork for Ready For Retirement

Latest Episodes

Retiring with a pension changes everything about your retirement math.

Most people think about retirement in terms of net worth—how close they are to a million, two million, or more. But if you have a pension, that old framework can send you down the... more

YouTube

Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms.

This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “number”—but feel s... more

YouTube

A cancer diagnosis changed everything. When Michael’s wife began chemo, time took on a new meaning. The long-term financial plan suddenly felt secondary to the years they still had together. That wake-up call led Michael, then 57, to retire a full de... more

YouTube

Forget the race for the biggest Social Security check. The real question isn’t how high your benefit can go, it’s how well it fits your life, taxes, and long-term plan.

In this episode, James breaks down how the timing of your claim shapes everythin... more

YouTube

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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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 States6 months ago
  • Amazing!

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

    Apple Podcasts
    5
    Lisa K Therapist
    United States7 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 States9 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.

Apple Podcasts
#63
United States/Business/Investing
Apple Podcasts
#204
United States/Business
Apple Podcasts
#188
Canada/Business/Investing
Apple Podcasts
#42
Denmark/Business/Investing
Apple Podcasts
#174
New Zealand/Business/Investing
Apple Podcasts
#177
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

How to Maximize Social Security Spousal Benefits (Even if you Collect Your Benefit Early)
Q: How does the spousal benefit work if I retire before my full retirement age?
The spousal benefit does not depend on when you collect your Social Security benefit; rather it is based on your primary insurance amount at your full retirement age.
Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality
Q: Is what life looks like today, what you imagined it would look like going into retirement, or did you have a different vision for what the day to day might look like?
The biggest thing that hasn't really come to fruition the way I thought it would was travel.
Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality
Q: What advice would you give to people who are sitting maybe in your shoes 12 months ago?
I'd say, like, you know, it's not...you kind of owe it to yourself to take the opportunity and do it.
$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.

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?

To see how many followers or subscribers Ready For Retirement has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of Ready For Retirement are there?

Ready For Retirement launched 6 years ago and published 340 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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