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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 weeklyEpisodes350Founded6 years ago
Number of ListenersCategories
BusinessEducationInvesting

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Artwork for Ready For Retirement

Latest Episodes

A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex.

James walks through what an eight-figure retirement actually looks like by examining a real p... more

Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher Social Security, clearer spending needs, and more... more

YouTube

Christian thought he was ready for retirement. He just didn’t realize how heavy the weight had been until he finally set it down.

After more than 30 years in a high-stress, always-on role at a global chemical company, Christian retired and discovere... more

YouTube

Some of the most damaging financial advice doesn’t look shady at all. It looks responsible. It looks optimized. And it looks great on a spreadsheet. This episode breaks down one of the most unethical practices James sees in financial planning, not se... more

YouTube

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Recent Guests

Jim Selvey
Retired software engineer and author
Episode: The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality
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
Co-founder of Move Health, specializes in health coverage for early retirees
Move Health
Episode: Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies
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

Host

James Conole
CEO of Root Financial with expertise in retirement planning and financial education. James is known for delivering complex information on retirement strategies in a clear and engaging manner, often addressing both fiscal and emotional aspects of retirement.

Reviews

4.9 out of 5 stars from 1.2k ratings
  • Female Early Retirees?

    Love the podcast and the recent interviews with folks who were lucky enough to retire early. Could women also be interviewed? I’m heading that direction and would love to hear from women who’ve made the jump!

    Apple Podcasts
    5
    G Kip
    United States21 days ago
  • Early retirement great advice

    Enjoy Ari’s content (his stories in particular my opened eyes to superhero account) and he recommended this podcast online and now enjoying this as well. Great information and like the approach of these guys.

    Apple Podcasts
    5
    cs__38
    United Statesa month ago
  • Ditch Ari

    It’s unlistenable with Ari - he’s all over the place, repeats the same analogies and stories, and adds nothing. James is clear and concise but I can’t get past how annoying Ari is. I had to unsubscribe.

    Apple Podcasts
    2
    Just let me be c
    United States2 months ago
  • Love it!

    Thoroughly enjoy the joint episodes here more than the solo. The styles of both resonate with me and now more enjoyable to listen to.

    Apple Podcasts
    5
    Jvelado
    United States2 months ago
  • 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 States7 months ago

Listeners Say

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

Listeners appreciate the clarity and informative nature of the content, noting it's easy to understand despite the complexity of financial topics.
Many reviews emphasize James Conole's ability to break down intricate subjects into practical advice, making it accessible for those planning for retirement.
There are mixed feelings about episodes featuring a co-host, with some listeners expressing a preference for solo presentations over joint discussions, citing a desire for concise information without distractions.
Overall, the feedback highlights a strong appreciation for actionable insights that positively impact retirement planning.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
Q: What fears did you have? What did that feel like as you're preparing to tell them?
I didn't have fears, but I wanted to give my company plenty of time to prepare for my departure, so I planned to notify them six months in advance.
Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
Q: How did that process look like? Was it an immediate, easy, I can now prioritize this and do this, or was it a series of things you worked through to get to where you are?
It wasn't immediate. It was more gradual after my heart attack pushed me to prioritize retirement and health.
Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
Q: What was it like telling your employer?
It was uncomfortable and it made me feel unworthy, but I was surprised by the support and happiness from others.
Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
Q: What can I practically start doing to start that identity shift, or start that change of mindset?
You need to have something you're going to. You need to figure out what are the things that did fulfill me in the workplace, and how do I fulfill those same needs in this different arena.
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.

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?

Focusing on practical retirement planning, this series equips listeners with essential knowledge to navigate the complexities of achieving their retirement goals. The content spans a range of key topics including tax strategies, investing, Social Security benefits, and the critical emotional aspects of retirement, such as managing freedom and identity shifts. The engaging discussions provide listeners with actionable insights, allowing them to craft personalized plans based on real-life scenarios and case studies. Unique elements include an emphasis on balancing financial planning with the emotional and lifestyle changes that come with retirement, making this a valuable resource for those looking to enhance their quality of life post-career... more

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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 350 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?

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

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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