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
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn 2023-11-28
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes 2023-11-21
How to Teach Your Adult Children to Plan for Retirement 2023-11-14
Is Your Portfolio Big Enough to Benefit From Roth Conversions? 2023-11-07
Does It Ever Make Sense to Purchase an Annuity? 2023-10-31
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket? 2023-10-24
Here's How a Pension Should Change Your Investment Strategy 2023-10-17
Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness 2023-10-10
How to Break Up with Your Financial Advisor 2023-10-03
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement 2023-09-26
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving 2023-09-19
The Tax-Smart Way to Consolidate Your Retirement Accounts 2023-09-12
The Retirement Portfolio Shift- How to Make the Transition Smoothly 2023-09-05
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment? 2023-08-29
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity) 2023-08-22
What's the Best Way to Fund a Remodel During Retirement? 2023-08-15
Here's the Right Way to Determine How Much Individual Stock to Hold 2023-08-08
Ask Yourself This Question to Transform Your Retirement 2023-08-01
What Age Should I Collect Social Security If I Don’t Need It? 2023-07-25
Is It Possible to Have Too Much in Roth IRAs? 2023-07-18
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