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Should I Prioritize Health Insurance Subsidies or Roth Conversions?

James · February 15, 2022 · 1 Comment

In this episode of Ready for Retirement, we’re talking about how to know whether you should prioritize health insurance subsidies or Roth conversions. Questions Answered:  Should I prioritize health insurance subsidies or Roth …

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How to Manage Roth Conversions Before Taxes Increase

James · February 8, 2022 · Leave a Comment

We’re on YouTube!  Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners In this episode of Ready for Retirement, we’re talking about how to manage Roth conversations before taxes, …

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How Do I Know if I Should Go Buy Long-Term Care Insurance?

James · February 1, 2022 · 1 Comment

We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners In this episode of Ready for Retirement, we’re talking about long-term care insurance. Are you scared to spend your …

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Why a Monte Carlo Analysis Is Not a Financial Plan

James · January 25, 2022 · Leave a Comment

We’re on YouTube!  Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners Questions answered: What is a Monte Carlo Analysis and what is it used for?How does a …

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How to Plan For Varying Withdrawal Needs In Retirement

James · December 28, 2021 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about planning for varying withdrawal needs in retirement. Questions answered: Where should I pull funds from first and how does that impact my retirement strategy? What strategies …

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