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
Why You Should Avoid Simplistic Monte Carlo Results and Create a Real Financial Plan Instead 2024-12-17
Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio 2024-12-12
Top 5 Most Avoidable Retirement Mistakes 2024-12-10
Root Financial's Backstory: How and Why the Company Was Founded 2024-12-05
Unconventional Retirement Strategy: How to Save Less AND Retire with More 2024-12-03
STOP! Why You Shouldn't Do a Roth Conversion 2024-11-28
This is the Biggest Way People Waste Money in Retirement 2024-11-26
The Downside of Working "Just One More Year" 2024-11-21
How Soon Before Retirement Should You Adjust Your Portfolio? 2024-11-19
Here's How To Discuss Money Effectively With Your Parents 2024-11-14
7 Things You Need to Know About Roth IRAs to Maximize Tax-Free Income 2024-11-12
3 Steps to Prepare for an Out-of-State Retirement 2024-11-05
5 Things People Regret About Early Retirement 2024-10-29
This Is the Single Most Important Thing You Can Do to Prepare for Retirement 2024-10-22
The Complete Guide to Maximizing Your Social Security Benefit 2024-10-15
Restricted Stock Units: The Basics of RSUs and How to Use Them 2024-10-08
Should We Always Pull From our Brokerage Account First in Retirement? (Hint: No) 2024-10-01
How to Overcome Fears of Spending in Retirement 2024-09-24
Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out 2024-09-17
Unexpected Retirement: Finding Happiness and New Adventures 2024-09-10
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