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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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Should You Get a 15 or 30 Year Mortgage?

James · November 15, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if you should get a 15 or 30 year mortgage.  Questions Answered:  Check out the podcast on YouTube here!Check out our main channel on YouTube here!LET'S …

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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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Should You Use Roth or Pre-Tax if You’re in the 24% Tax Bracket?

James · October 4, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if you should use Roth or Pre-Tax if you're in a 24% tax bracket. Questions Answered:  How do your taxes impact your overall financial plan?What are the best strategies to understand …

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What’s the Best Way to Help My Kid Buy a Home?

James · September 20, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses the best way to help your children buy a home. Questions Answered:  How can I best help my child buy a home?What are the best strategies to help?How does this impact my overall …

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