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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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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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What’s the Best Way to Teach Kids About Money and Investing?

James · August 16, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses the best way to teach kids about money and investing. Questions Answered:  How can you effectively teach kids about money and investing?What's the best strategy to have kids start to …

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