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James

What Are the Pros and Cons of Mega Backdoor Roth Conversions?

James · November 22, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses the pros and cons of Mega Backdoor Roth Conversions. Questions Answered:  Check out our main channel on YouTube here!LET'S CONNECT! ENJOY THE SHOW? Don't miss an …

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Should You Get a 15 or 30 Year Mortgage?

James · November 15, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if you should get a 15 or 30 year mortgage.  Questions Answered:  Check out the podcast on YouTube here!Check out our main channel on YouTube here!LET'S …

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How Should You Invest Your Bridge Account?

James · November 8, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to invest your bridge account. Questions Answered:  How should you invest your brokerage account?What are the best strategies to think about how your bridge account impacts your …

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How to Plan Differently When Spouses Retire at Different Times

James · November 1, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to plan for retirement when you and your spouse will be retiring at different times. Questions Answered:  Where will income come from when one spouse is no longer working?What …

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Why Are Bond Prices Falling & What to Do About It

James · October 25, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses why bond prices are falling and what you can do to protect your portfolio. Questions Answered:  Why are bond prices falling?What are the best strategies to protect your portfolio for …

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