The topic on this episode of the Ready for Retirement podcast is goals. Our host, James, urges listeners to reframe how they think about financial goal-setting. He walks through why goals matter as well as some of the most common goals and how to …
Podcasts
Should You Use a Target Date Fund in Your 401k Plan?
On this episode of the Ready for Retirement podcast, James discusses target date funds and explains what they are, how they work, what the fees are, and how to know if a target date fund is the best option for you. He tells listeners that when …
[Read more...] about Should You Use a Target Date Fund in Your 401k Plan?
How Soon Before Retirement Should I Begin Adjusting My Portfolio?
Our topic on this episode of the Ready for Retirement podcast is thinking through the question “How soon before retirement should you start to adjust your portfolio?” James discusses the statistical and practical standpoints on this topic to help …
[Read more...] about How Soon Before Retirement Should I Begin Adjusting My Portfolio?
What is a Sustainable Spending Amount In Retirement?
Our topic on this episode of the Ready for Retirement podcast is the question “How much can I spend in retirement?” Most people are concerned that they won’t have enough money and they worry that they will outlive their money, but James outlines the …
[Read more...] about What is a Sustainable Spending Amount In Retirement?
Open Enrollment: How to Navigate Medicare Options?
On this episode of the Ready for Retirement podcast, James provides listeners with a broad but detailed overview of Medicare. Medicare is the federally maintained health care plan for all qualifying Americans aged 65 and up. There is always …
[Read more...] about Open Enrollment: How to Navigate Medicare Options?