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James

How Should I Determine When to Collect Social Security If I’m Single?

James · December 22, 2020 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about understanding when it's best to collect Social Security for your specific situation. This week, we have a listener question: My question regards the date for a single person to …

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What Would Biden’s New Tax Plan Mean for You?

James · December 15, 2020 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about how Biden’s new tax plan may affect your financial goals.  Biden’s proposed tax plans come with many changes and knowing the right questions to ask ourselves can help us …

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How to Invest at Stock Market All-Time Highs

James · December 8, 2020 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about how to invest when the stock market is at all time highs. Investing in the market can come with drastic increases and/or decreases in a short amount of time, and it can often …

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6 “Hidden” Tax Savings Opportunities Before Year-End

James · December 1, 2020 · Leave a Comment

The 6 "Hidden" Tax Saving Opportunities Opened Up by New Tax Rules Our topic on this episode of the Ready for Retirement podcast is “6 "Hidden" Tax Savings Opportunities Before Year End”. Maximizing tax savings can be one the greatest ways to …

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Don’t Focus On These 5 Wrong Things

James · November 24, 2020 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is “Don't Focus On These 5 Wrong Things”.  With so much information, it can be difficult to know what’s truly worth spending our time on. James gives examples in this episode of five …

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