Ready For Retirement
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that! www.rootfinancialpartners.com
🎧 Podcast episodes
Listen to 193 episodes
25
minutes
·
1 week ago
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
22
minutes
·
1 month ago
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
28
minutes
·
2 months ago
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
24
minutes
·
2 months ago
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
22
minutes
·
3 months ago
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
26
minutes
·
3 months ago
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
31
minutes
·
8 months ago
Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
27
minutes
·
8 months ago
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
25
minutes
·
9 months ago
5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
22
minutes
·
10 months ago
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
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