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!

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Title Date published
One Simple Tip to Make Spending Easy in Retirement 2025-02-25
Root Talks: How to Overcome the Scarcity Mindset and Start Spending in Retirement 2025-02-20
Retire Now If you Answer "Yes" to These 5 Questions 2025-02-18
Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts? 2025-02-13
The Most Important Thing You Can Do For Your Financial Plan 2025-02-11
Root Talks: What Does Vanguard Say About Financial Advisors? 2025-02-06
No Taxes on Social Security? Here’s What Trump’s Plan Means for You 2025-02-04
Root Talks: Introducing the New Root Retirement Community 2025-01-30
5 Advanced Social Security Strategies to Maximize Your Retirement Income 2025-01-28
Root Talks: How Do We Approach Team Building? 2025-01-23
Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO 2025-01-21
Root Talks: What's the Difference Between Root Financial and Other Advisory Firms? 2025-01-16
How Should You Invest $10M+? Most Underutilized Strategy Revealed 2025-01-14
Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building 2025-01-09
3 Simple Steps to Retire in 2025 2025-01-07
Here's How to Avoid a Retirement Filled with Anxiety or Regret 2025-01-02
How to Travel the Country and Start Living Before Actually Being Fully Retired 2024-12-31
How Many Investment Firms Should I Split my Money Between? 2024-12-26
5 Biggest Retirement Fears and How to Overcome Them 2024-12-24
What If Social Security is Cut? Here's What it Means for Your Retirement 2024-12-19
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