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24 376

How Should You Invest Your Bridge Account?

15:20

How to Plan Differently When Spouses Retire at Different Times

18:11

Why Are Bond Prices Falling & What to Do About It

23:31

5 Steps to Prepare for Retirement Today

28:00

How Do You Know if You Have Enough to Retire?

24:51

Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?

22:04

Should You Get a 15 or 30 Year Mortgage?

In this episode of Ready for Retirement, James discusses if you should get a 15 or 30 year mortgage.
Questions Answered:
What mortgage is best for you?
What are the best strategies to view real estate in retirement?
How can your overall retirement strategy be improved?
Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html
Free Retirement Checklist Here: rootfinancialpartners.lpages....
SUBSCRIBE HERE: ua-cam.com/channels/BNd.html...
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For more resources and content, check us out below!
Website // rootfinancialpartners.com/
Podcast // readyforretirement.co/
Instagram // rootfinancialpartners
Facebook // rootfinancialpartners
LinkedIn // www.linkedin.com/company/18347030/admin/
Other videos we think you'll like:
Why I Started Root Financial Partners // ua-cam.com/video/8KO4IyEN1Rg/v-deo.html
How Would You Feel If You Knew You Could Retire Today? // ua-cam.com/video/izJoeUUAUIEh/v-deo.htmlttps://www.youtube.com/watch?v=4UCGy

Відео

How Should You Invest Your Bridge Account?

15:20

How Should You Invest Your Bridge Account?

Переглядів 1,7 тис.Рік тому

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 overall plan? How can your overall retirement strategy be improved? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Checklist He...

How to Plan Differently When Spouses Retire at Different Times

18:11

How to Plan Differently When Spouses Retire at Different Times

Переглядів 684Рік тому

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 are the best strategies to create income in retirement when you retire at a different age than your spouse? How can your overall retirement strategy be improved...

Why Are Bond Prices Falling & What to Do About It

23:31

Why Are Bond Prices Falling & What to Do About It

Переглядів 289Рік тому

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 the long-term? How can your retirement strategy be improved? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Checklist Here: ro...

28:00

5 Steps to Prepare for Retirement Today

Переглядів 1,6 тис.Рік тому

In this episode of Ready for Retirement, James Conole discusses with guest, Ari Taublieb, the 5 steps so you can begin preparing for retirement today! Ari is the Vice President of Root Financial Partners and host of the Early Retirement Podcast. Ari also has a UA-cam Channel here where he discusses tips and strategies to retire early. You can view the Early Retirement channel here: ua-cam.com/c...

How Do You Know if You Have Enough to Retire?

24:51

How Do You Know if You Have Enough to Retire?

Переглядів 8832 роки тому

In this episode of Ready for Retirement, James discusses if you how to know if you have enough to retire. Questions Answered: How do you know if you have enough to retire? What are the best strategies to understand your retirement timeline? How can your retirement strategy be improved? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Checklist Here: rootfinancialpar...

Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?

22:04

Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?

Переглядів 10 тис.2 роки тому

In this episode of Ready for Retirement, James discusses if you should use Roth or Pre-Tax if you're in a 24% tax bracket. Questions Answered: How do your taxes impact your overall financial plan? What are the best strategies to understand your tax plan? How do your investments impact your overall retirement plan? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Che...

A Story of What You Are Actually Investing In

19:40

A Story of What You Are Actually Investing In

Переглядів 3392 роки тому

In this episode of Ready for Retirement, James discusses a story to better understand what you're actually invested in. Questions Answered: How can you reframe the way you view investing What are the best strategies to better understand your investments How do your investments impact your overall retirement plan? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Chec...

What's the Best Way to Help My Kid Buy a Home?

17:58

What's the Best Way to Help My Kid Buy a Home?

Переглядів 4172 роки тому

In this episode of Ready for Retirement, James discusses the best way to help your children buy a home. Questions Answered: How can I best help my child buy a home? What are the best strategies to help? How does this impact my overall retirement plan? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Checklist Here: rootfinancialpartners.lpages.... SUBSCRIBE HERE: ua...

How to Best Align Your Portfolio with Other Income Sources

17:08

How to Best Align Your Portfolio with Other Income Sources

Переглядів 1702 роки тому

In this episode of Ready for Retirement, James discusses how to best align your portfolio with other income sources. Questions Answered: How can I align my portfolio with my other income sources? What are the best investments for your specific goals? How do your investments and other income sources connect to your overall retirement plan? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA...

Should Gold Be Part of Your Investment Portfolio?

24:00

Should Gold Be Part of Your Investment Portfolio?

Переглядів 1262 роки тому

In this episode of Ready for Retirement, James discusses if gold should be part of your investment portfolio. Questions Answered: Should gold play a role in your investment portfolio? What are the best investments for your specific goals? How do your investments connect to your overall retirement plan? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Checklist Here:...

What Are the Best Strategies for Reducing Required Minimum Distributions?

26:16

What Are the Best Strategies for Reducing Required Minimum Distributions?

Переглядів 1,5 тис.2 роки тому

In this episode of Ready for Retirement, James discusses the best strategies for reducing RMDs (Required Minimum Distributions). Questions Answered: How can you minimize Required Minimum Distributions? What's the best account for your specific goals? How do your investments connect to your overall retirement plan? Main Channel: ua-cam.com/channels/BNdQfS-fzODmYb8Hkr4egA.html Free Retirement Che...