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 - …
financial independence
When Does it Make Sense to Work with a Financial Advisor?
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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What Investments Should I Own in my Retirement Portfolio?
In this episode of Ready for Retirement, James discusses what investments you should own in your retirement portfolio? Questions Answered: Timestamps:00:00 - Introduction 5:05 - Stock Ownership12:15 - Company FAQs19:55 - Just Need …
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How to Plan Differently When Spouses Retire at Different Times
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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5 Steps To Prepare For Retirement Today with Ari Taublieb
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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