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
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity 2024-04-16
At What Age Should I Work with a Financial Advisor? 2024-04-09
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement 2024-04-02
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best 2024-03-26
Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future 2024-03-19
Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden 2024-03-12
Should I Fund my Retirement Needs by Purchasing an Annuity? 2024-03-05
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy) 2024-02-27
At What Point Should I Take the Tax Hit on Unrealized Gains? 2024-02-20
Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts? 2024-02-13
Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule Mistakes 2024-02-06
Secrets to a Happy Retirement: What the Research Shows 2024-01-30
What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future? 2024-01-23
How to Maximize Social Security Spousal Benefits 2024-01-16
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement 2024-01-09
3 Ways to Protect Against Sequence of Return Risk in Retirement 2024-01-02
Should We Sell Stocks to Make a Large Purchase? 2023-12-26
Am I Crazy For Paying My Financial Advisor $25k/year? 2023-12-19
When Should You Collect Social Security if Your Spouse is Much Older? 2023-12-12
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained 2023-12-05
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