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How Likely is it That You’ll Run Out of Money in Retirement?

James · April 19, 2022 · Leave a Comment

Questions answered: Is it likely that you will outlive your money in retirement? What should you consider when planning your retirement expenses? How can you ensure you don't run out of money? We’re on YouTube! Check us out here for more …

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Where Should You Pull Income in the First Year of Retirement?

James · March 29, 2022 · Leave a Comment

Questions answered: Which approach is best for maximizing your results? What are the rules in the guardrails approach? Why don’t we just put all our money into stocks? We’re on YouTube! Check us out here for more content to help …

[Read more...] about Where Should You Pull Income in the First Year of Retirement?

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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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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