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
I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used. 2025-06-03
Ready to Retire? Here's How to Tell Your Company │ Root Talks 2025-05-29
How Much Can We Expect to Spend in Retirement with a $4M Portfolio? 2025-05-27
Social Security at 62 vs 67 vs 70: When should you start claiming your benefits? 2025-05-20
The Surprising Regrets of Wealthy Retirees | Root Talks 2025-05-15
We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money? 2025-05-13
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending 2025-05-01
The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now 2025-04-29
When is the Best Time to Realize Gains in my Investment Account? 2025-04-22
Root Talks: How Does the Advisory Team Structure Work at Root? 2025-04-17
How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount) 2025-04-15
Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account 2025-04-08
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough 2025-04-03
The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans 2025-04-01
Why many retirees REGRET relying on Social Security Income 2025-03-25
Root Talks: What Role Does "Fun" Play in an Advisory Relationship? 2025-03-20
9 Things To STOP DOING After 60 2025-03-18
Your Roth IRA Could be Locked For 5 Years. Here's Why 2025-03-11
Root Talks: How Do Smart Retirees Handle Big One-Time Expenses? 2025-03-06
The Best Retirement Spending Stories I've Heard This Year 2025-03-04
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