Income Planning Archives - Root Financial
Hosted by James Conole, CFP©

Ready for Retirement Podcast

Weekly podcasts to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

Submit a question

5 Really Good Reasons to File for Social Security at Age 62

Where Should I Pull Funds From First In Retirement?

How Much Will I Pay in Taxes in Retirement? Complete Guide to Retirement Taxes

This is What a Real $3.2M Retirement Portfolio Looks Like

How Much Can I Expect To Spend In Retirement with a $2 Million Portfolio?

4 Simple Ways to Increase Your Social Security Benefit in 2024

How Much Do You Need to Retire in 2024?

Retiring with a Younger Spouse? Here’s What You Need to Know

See How Much This Roth Conversion Strategy Saved Them

The Social Security Trap: When Waiting Until 70 Becomes a Huge Mistake

The Hidden Danger of Relying on Traditional Retirement Planning

Retirement Planning for Singles: Don’t Make These Mistakes