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How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free

James · July 26, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses Rule 72t distributions to access retirement funds early and penalty-free. Check out the podcast on YouTube here! Questions Answered:  How can you withdraw funds from retirement …

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How to Invest Different Portfolio “Buckets”

James · June 7, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to invest in different portfolio "buckets". Questions Answered:  How can you best be invested for your goals?What should you consider in terms of withdrawing funds from your …

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How Should Withdrawal Rates Change if You Don’t Have Any Legacy Goals?

James · May 24, 2022 · 1 Comment

In this episode of Ready for Retirement, James discusses how withdrawal rates should change if you don't have any legacy goals. Questions Answered:  How can you plan most effectively for your legacy goals (or lack thereof)?What should you …

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How to Get Financially Organized

James · May 17, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to get financially organized. Questions Answered:  How can you be most organized financially?What should you consider when planning for financial organization?How can you ensure …

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How to Enjoy Life Today While Also Preparing for the Future

James · May 10, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to enjoy life today while also preparing for the future. Questions Answered:  What can you do today to prepare for the future?What should you consider when planning your …

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