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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! Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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You Don’t Need a Financial Advisor… Until You Do (Here’s When)
Sunday, 26 April, 2026
You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial advisor now. That question makes sense. And for many people, the answer really is that you don’t. At least not yet. But there is a point where the game changes. What got you here is not what carries you through retirement.In this episode, James Conole walks through where that shift actually happens. It is not about picking better investments or trying to beat the market. It is about coordinating everything that starts to matter more once work income stops. How your portfolio generates income. How taxes evolve over time. How to avoid the kind of one time mistake that can quietly undo decades of good decisions.For some, that is manageable alone. For others, the complexity adds up. Not always in obvious ways. Sometimes the biggest cost is not a bad investment. It is money left unspent, opportunities missed, or decisions delayed because there is no clear plan to follow.There is also the human side. Markets fall. Headlines create fear. Even the most disciplined investors can feel different when they are no longer earning a paycheck and are relying on their portfolio to support everything.The real question is not whether advisors are good or bad. It is whether your plan, your time, and your peace of mind would be better with one. Because at a certain point, the value is not just in the numbers. It is in making sure everything you built actually supports the life you want to live.--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
