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Is a Reverse Mortgage a Good “Plan B”?

James · December 20, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if a reverse mortgage is a good "Plan B". Questions Answered:  Timestamps:00:00 - Introduction 5:05 - Reverse Mortgage Basics9:35 - Example of Income Creation12:15 - …

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Are Withdrawal Rate Rules Still Applicable in Today’s Markets?

James · November 29, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses if withdrawal rates are still applicable in today's markets. Questions Answered:  Check out our main channel for all of our podcast episodes and more on YouTube here!LET'S …

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How Should You Invest Your Bridge Account?

James · November 8, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to invest your bridge account. Questions Answered:  How should you invest your brokerage account?What are the best strategies to think about how your bridge account impacts your …

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How to Plan Differently When Spouses Retire at Different Times

James · November 1, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to plan for retirement when you and your spouse will be retiring at different times. Questions Answered:  Where will income come from when one spouse is no longer working?What …

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Why Are Bond Prices Falling & What to Do About It

James · October 25, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses why bond prices are falling and what you can do to protect your portfolio. Questions Answered:  Why are bond prices falling?What are the best strategies to protect your portfolio for …

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