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James

Should I Pay Off My Mortgage or Invest?

James · April 6, 2021 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about understanding whether you should pay off a mortgage or invest. Questions answered: Should I pay off my mortgage or invest? What are the trade-offs of investing vs. paying down …

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How to Create Purpose and Meaning in Retirement

James · March 30, 2021 · Leave a Comment

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 …

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

James · March 23, 2021 · Leave a Comment

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 …

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How to Use Roth Conversions to Save Huge Amounts in Taxes

James · March 16, 2021 · Leave a Comment

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? …

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Can Capital Gains Push Me Into a Higher Tax Bracket?

James · March 9, 2021 · 1 Comment

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 …

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