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© 2026 Ready For Retirement
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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!
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Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/9593a2 ======================= I've watched people with plenty of money retire and spend the first two years second-guessing everything. So before I tell any client they're ready, I ask them five questions. If you can honestly say yes to all five, you might be able to retire now. Not in a year. Not in five. Now. This video is those five questions, and the stories behind why each one matters. We're going...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/7a0f48 ======================= Every time you add one more year to your retirement projection, the numbers get better. The math is right. But it only measures one part of your wealth. Your health, your time and your relationships don't show up anywhere on that screen. So most people keep chasing the one number that does, and they miss the point where the ideal time to retire already came and went. ...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits that got you here aren't the ones that will carry you through retirement. After 15 years of building plans for retirees at this exact level, I've watched a few small shifts completely change how a retirement plays out. These are the eight things I tell every one of them. We're going to cover: ...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/4f7f57 ======================= A couple came to me. Both 60. $2.5 million saved. Everything on paper said they were ready to stop working. They kept going anyway. One of them was doing it out of guilt. The other was doing it for a health insurance card. Neither reason had anything to do with the actual math, and once we ran it, the answ...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/a8aca2 ======================= The problem is, most retirement advice out there isn't built for people retiring early. Most people don't even realize how different it is. These are the 9 things you need to know before you retire early, broken into what's different, what gets riskier, and what actually works in your favor. W...
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