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Ready For Retirement

Business & Economics Podcasts

Ready For Retirement is the podcast dedicating to helping you learn the tips and strategies that will help you achieve your retirement goals.

Ready For Retirement is the podcast dedicating to helping you learn the tips and strategies that will help you achieve your retirement goals.

Location:

United States

Description:

Ready For Retirement is the podcast dedicating to helping you learn the tips and strategies that will help you achieve your retirement goals.

Language:

English

Contact:

7603005103


Episodes

How Much Do People Actually Spend in Retirement?

7/20/2021
Our topic on this episode of the Ready for Retirement podcast is about understanding how much people actually spend in retirement. Questions answered: What do people actually spend in retirement and how much does it differ from what they anticipated? What planning can I do now to ensure I don’t outlive my money? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? Episodes...

Duration:00:20:15

Lessons Learned From History's Greatest Investors

7/13/2021
Our topic on this episode of the Ready for Retirement podcast is about the lessons learned from history’s greatest investors. Questions answered: What do all great investors do? What are the most important lessons / stories throughout history surrounding investing? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial...

Duration:00:23:16

5 Things You'll Wish You Knew Before You Retired

7/6/2021
Our topic on this episode of the Ready for Retirement podcast is about 5 things you will have wished you knew before you retire. Questions answered: What should I know before I retire? What can I do to prepare for retirement? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S CONNECT! FacebookLinkedInWebsiteENJOY...

Duration:00:15:14

Pros and Cons of Dividend Investing

6/29/2021
Our topic on this episode of the Ready for Retirement podcast is about the pros and cons of dividend investing. Questions answered: What percentage of my portfolio should be coming from dividends in retirement? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S CONNECT! FacebookLinkedInWebsiteENJOY THE...

Duration:00:22:31

Here's the Mindset Shift People Struggle to Make in Retirement

6/22/2021
Our topic on this episode of the Ready for Retirement podcast is about how to go from a saving mindset to a spending mindset. Questions answered: What amount should I feel comfortable spending in retirement? What can I do to shift anxiety that comes from no longer receiving a consistent paycheck? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes...

Duration:00:17:41

Should I Purchase an Annuity With Part of My Portfolio?

6/15/2021
Our topic on this episode of the Ready for Retirement podcast is about annuities and whether or not you should have one in your portfolio. Questions answered: What do I need to look for when determining if an annuity is right for me? What are the benefits and cons of including an annuity in my portfolio? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when...

Duration:00:29:35

[Case Study] How to Make the Right Decision With All of My Retirement Options?

6/8/2021
Our topic on this episode of the Ready for Retirement podcast is a case study on how to make the right decision for you with all of the various retirement options. Questions answered: What are the best investment strategies throughout retirement? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S...

Duration:00:35:33

How Should You Invest Once You Have More Than "Enough" to Retire?

6/1/2021
Our topic on this episode of the Ready for Retirement podcast is about how you should invest once you have more than enough to retire. Questions answered: How should I invest throughout retirement? What investment strategies can I implement to improve my financial future? What should I do with additional funds in retirement that I want to invest? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your...

Duration:00:27:34

Here's How I Do My Budget And Why Most Budgeting Doesn't Work

5/25/2021
Our topic on this episode of the Ready for Retirement podcast is about how I do my budget and why most budgeting doesn’t work. Questions answered: Should everyone have a budget? What’s the best way to track my budget? How can I make sure I’m on track to reach my financial goals? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? I'm A Financial Planner and This Is How I...

Duration:00:31:58

Financial Tune Up - What to Look For When Reviewing Your Estate Plan

5/18/2021
Our topic on this episode of the Ready for Retirement podcast is part four of the financial tune-up series: What to Look For When Reviewing My Estate Planning Documents. Questions answered: What do I need to look for when reviewing my Estate Planning documents? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? What...

Duration:00:21:36

Financial Tune Up - What to Look For When Reviewing Insurance Policies

5/11/2021
Our topic on this episode of the Ready for Retirement podcast is part three of the financial tune-up series: What to Look For When Reviewing Insurance Policies. Questions answered: What do I need to look for when looking at insurance policies? What strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? Checklist - What Issues...

Duration:00:22:09

Financial Tune Up - What to Look For When Reviewing Your Investments

5/4/2021
Our topic on this episode of the Ready for Retirement podcast is part two of the financial tune-up series where I discuss what to look for when reviewing your investments. Questions answered: How do I know if I’m invested appropriately for my goals? What should I invest in? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? Checklist: What Issues Should I Consider When Reviewing My...

Duration:00:24:05

Financial Tune Up - How to Review Your 2020 Tax Return

4/27/2021
Our topic on this episode of the Ready for Retirement podcast is part one of the financial tune-up series: How to Review Your 2020 Tax Return. Questions answered: What does my 2020 Tax Return tell me about how best to manage my financial situation? What tax planning strategies can I implement to improve my financial future? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial...

Duration:00:23:23

How to Navigate Required Minimum Distributions (RMDs)

4/20/2021
Our topic on this episode of the Ready for Retirement podcast is about understanding how to navigate Required Minimum Distributions (RMDs). Questions answered: What do I need to know about RMDs? How do I calculate RMDs? What tax strategies can I implement to avoid or limit RMDs? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S CONNECT! FacebookLinkedInWebsiteENJOY THE...

Duration:00:20:04

At What Point Should I Consider Making Roth Conversions?

4/13/2021
Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes most sense to consider making Roth Conversions. Questions answered: When should I consider a Roth Conversion? What are the pros & cons of a Roth Conversion? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S CONNECT! FacebookLinkedInWebsiteENJOY THE SHOW? Don't miss an episode,...

Duration:00:20:24

Should I Pay Off My Mortgage or Invest?

4/6/2021
Our topic on this episode of the Ready for Retirement podcast is about paying off a mortgage or investing. Questions answered: Should I pay off my mortgage or invest? What are the trade-offs of investing vs. paying down a mortgage? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S CONNECT! FacebookLinkedInWebsiteENJOY THE SHOW? Don't miss an episode, subscribe via Apple...

Duration:00:21:39

How to Create Purpose and Meaning in Retirement

3/30/2021
Our topic on this episode of the Ready for Retirement podcast is all about how you can create a purposeful and meaningful retirement. Questions answered: How do I create a strategy to have a fulfilling retirement? What activities should I do in retirement? How can I make sure I don't outlive my money? Are you ready to start focusing on the things that truly matter when it comes to your financial future? Guest Interview: Joe Casey Joe Casey helps individuals nearing retirement (or in...

Duration:00:31:47

The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions

3/23/2021
Our topic on this episode of the Ready for Retirement podcast is about creating the ultimate tax planning strategy - combining Roth Conversions with Other Deductions. Questions answered: When should I do a Roth Conversion? How do I know which deductions I should take advantage of? How could a Donor-Advised Fund help reduce my taxes? Can I gift stock to my Donor-Advised Fund? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly...

Duration:00:21:07

How to Use Roth Conversions to Save Huge Amounts in Taxes

3/16/2021
Our topic on this episode of the Ready for Retirement podcast is about how to use Roth Conversions to save huge amounts in taxes over time. Questions answered: When should I do a Roth Conversion? When is the best time to invest for retirement? What are the benefits of Roth Conversions and when is it best to do them? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? LET'S...

Duration:00:22:54

Can Capital Gains Push Me Into a Higher Tax Bracket?

3/9/2021
Our topic on this episode of the Ready for Retirement podcast is about understanding if capital gains can cause you to move into a higher tax bracket. Questions to ask ourselves: Are there different tax brackets for Ordinary Income v. Capital Gains? When does it make most sense to realize Capital Gains? How should I be approaching tax planning as I near retirement? How should I be approaching tax planning if I’m already retired? How can I minimize my tax bill with proper tax planning, both...

Duration:00:21:51