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5 Wrong Assumptions People Make About Retirement

James · December 27, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses 5 assumptions that you shouldn't make in retirement. Questions Answered:  Timestamps:00:00 - Introduction 4:22 - Example of an Investor6:28 - Short-Term v. Long-Term12:15 - …

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Is a Reverse Mortgage a Good “Plan B”?

James · December 20, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if a reverse mortgage is a good "Plan B". Questions Answered:  Timestamps:00:00 - Introduction 5:05 - Reverse Mortgage Basics9:35 - Example of Income Creation12:15 - …

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When Does it Make Sense to Work with a Financial Advisor?

James · December 13, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner. Questions Answered:  Timestamps:00:00 - Introduction3:05 - Cost/Benefit Decision6:36 - Cost of an …

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Are Withdrawal Rate Rules Still Applicable in Today’s Markets?

James · November 29, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if withdrawal rates are still applicable in today's markets. Questions Answered:  Check out our main channel for all of our podcast episodes and more on YouTube here!LET'S …

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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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