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James

5 Steps To Prepare For Retirement Today with Ari Taublieb

James · October 18, 2022 · Leave a Comment

In this episode of Ready for Retirement, James Conole discusses with guest, Ari Taublieb, the 5 steps so you can begin preparing for retirement today!Ari is the Vice President of Root Financial Partners and host of the Early Retirement …

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How Do You Know if You Have Enough to Retire?

James · October 11, 2022 · 1 Comment

In this episode of Ready for Retirement, James discusses if you how to know if you have enough to retire. Questions Answered:  How do you know if you have enough to retire?What are the best strategies to understand your retirement …

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Should You Use Roth or Pre-Tax if You’re in the 24% Tax Bracket?

James · October 4, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if you should use Roth or Pre-Tax if you're in a 24% tax bracket. Questions Answered:  How do your taxes impact your overall financial plan?What are the best strategies to understand …

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A Story of What Are You Actually Investing In

James · September 27, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses a story to better understand what you're actually invested in. Questions Answered:  How can you reframe the way you view investing?What are the best strategies to better understand …

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What’s the Best Way to Help My Kid Buy a Home?

James · September 20, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses the best way to help your children buy a home. Questions Answered:  How can I best help my child buy a home?What are the best strategies to help?How does this impact my overall …

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