Podcast Episodes
Back to SearchHow to Enjoy Life Today While Also Preparing for the Future
Episode 110
In this episode of Ready for Retirement, James discusses how to enjoy life today while also preparing for the future.
What can you…
3 years, 10 months ago
The Complete Guide to Health Savings Accounts (HSA)
Episode 109
In this episode of Ready for Retirement, James discusses the complete guide to Health Savings Accounts (HSA).
Questions Answered:
How can you use an H…3 years, 10 months ago
The 3 Most Important Mindset Shifts to Make Going Into Retirement
Episode 108
In this episode of Ready for Retirement, James discusses the 3 most important mindset shifts to make going into retirement.
Questions Answered:
What a…3 years, 10 months ago
How Likely is it That You'll Run Out of Money in Retirement?
Episode 107
In this episode of Ready for Retirement, James discusses how likely it is that you'll run out of money in retirement?
Questions Answered:
Is it likely…3 years, 10 months ago
Investing for Longevity When There's a Spousal Age Gap
Episode 106
In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap.
Questions Answered:
What would ch…3 years, 11 months ago
How Do Roth Conversions Impact Inheritance/Legacy?
Episode 105
In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.
Questions Answered:
Ho…3 years, 11 months ago
Where Should You Pull Income in the First Year of Retirement?
Episode 104
In this episode of Ready for Retirement, James discusses where you should pull income from in the first year of retirement.
Questions Answered:
What i…3 years, 11 months ago
4 Steps to Navigating Down Markets
Episode 103
In this episode of Ready for Retirement, James discusses 4 ways to navigate market downturns.
Questions Answered:
How should investors approach down m…3 years, 11 months ago
What's the Best Way to Rebalance Your Portfolio?
Episode 102
In this episode of Ready for Retirement, we’re talking about the best way to rebalance your portfolio.
Questions Answered:
How do I know if I need to …4 years ago
How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
Episode 101
In this episode of Ready for Retirement, we’re talking about how to prioritize Roth Conversions v. Tax Gain Harvesting.
Questions Answered:
How do I k…4 years ago