Ready For Retirement
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 listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!
Latest Episode
Previous Episodes
- How to Maximize Social Security Spousal Benefits (Even if you Collect Your Benefit Early)
- I Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
- Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)
- The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity
- 3 Steps to Build a Retirement Paycheck That Lasts
- Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
- Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
- 3 Investments That Should Never Go In Your Retirement Portfolio
- We're 62 with $2M: Retire Now or Wait?
- 10 Ways Retirement Has Completely Changed in 30 Years
- $10M+ Net Worth Case Study: What to Do First
- The 3 Worst Retirement Mistakes I See All the Time
- The BEST Retirement Advice (From 909 Real Retirees)
- The Cliché Advice You Should Finally Pay Attention To
- 5 Signs You Should Fire Your Financial Advisor
- Advice from Retirees: What They Wish They Knew in Their 50s
- Roth vs. Traditional IRA – Which One Really Saves You More?
- You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It)
- How to Know You’ve Found the Right Financial Advisor │ Root Talks
- What’s the Smartest Investment Mix for Retirees Right Now?
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