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financial independence

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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What Investments Should I Own in my Retirement Portfolio?

James · December 6, 2022 · Leave a Comment

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

James · November 1, 2022 · Leave a Comment

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

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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