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How to Best Align Your Portfolio with Other Income Sources

James · September 15, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to best align your portfolio with other income sources. Questions Answered:  How can I align my portfolio with my other income sources?What are the best investments for your …

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Should Gold Be Part of Your Investment Portfolio?

James · September 6, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if gold should be part of your investment portfolio. Questions Answered:  Should gold play a role in your investment portfolio?What are the best investments for your specific …

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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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