Podcast Episodes

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What Goals Should You Invest For?

Episode 30

The topic on this episode of the Ready for Retirement podcast is goals. Our host, James, urges listeners to reframe how they think about financial go…

5 years, 4 months ago

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Should You Use a Target Date Fund in Your 401k Plan?

Episode 29

On this episode of the Ready for Retirement podcast, James discusses target date funds and explains what they are, how they work, what the fees are, …

5 years, 4 months ago

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How Soon Before Retirement Should I Begin Adjusting My Portfolio?

Episode 28

Our topic on this episode of the Ready for Retirement podcast is thinking through the question “How soon before retirement should you start to adjust…

5 years, 5 months ago

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How Much Can I Safely Spend in Retirement?

Episode 27

Our topic on this episode of the Ready for Retirement podcast is the question “How much can I spend in retirement?” Most people are concerned that th…

5 years, 5 months ago

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Open Enrollment: How to Navigate Medicare Options?

Episode 26

On this episode of the Ready for Retirement podcast, James provides listeners with a broad but detailed overview of Medicare. Medicare is the federal…

5 years, 5 months ago

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5 Retirement Mistakes to Avoid Amidst Coronavirus

Episode 25

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retir…

5 years, 5 months ago

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Retirement Uses for your Health Savings Account (HSA)

Episode 24

James introduces the problem of saving for medical expenses in retirement and explains the concept of the Health Savings Account.

In this brief episod…

5 years, 6 months ago

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7 Ways to Plan Better with Roth IRAs

Episode 23

The topic of this episode of the Ready for Retirement podcast is Roth IRAs. A Roth IRA allows your money to grow tax-free and provides fewer limitati…

5 years, 6 months ago

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Should I Invest In Gold?

Episode 22

In this episode of the Ready for Retirement podcast, James discusses gold and whether it is a good investment or not. He begins by giving an update o…

5 years, 6 months ago

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What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?

Episode 21

The topic of this episode of the Ready for Retirement podcast is tax-efficient ways to invest after maxing out your 401(k). You might not know that y…

5 years, 6 months ago

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