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James Conole, CFPĀ® @[email protected]

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Hi, I'm James šŸ‘‹ — a CERTIFIED FINANCIAL PLANNERā„¢ and founde


19:15
Social Security at 62 vs 67 vs 70: When should you start claiming your benefits?
14:38
We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?
21:58
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?
16:11
The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now
12:51
Here's What Happens When You Draw Down Your 401k To Increase Social Security (Surprising)
16:59
The COSTLY Mistake You're Making When Realizing Investment Gains
09:43
How Much Can I Spend if I Retire at 60 with $2M?
16:44
How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount)
13:45
Retirement Revolution: The Paradigm Shift That's Changing Everything
18:18
Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account
19:46
The 3 Biggest Tax Mistakes I See Retirees Make
23:44
The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans
21:10
How Will Your Spending Change Throughout Retirement
12:32
Why many retirees REGRET relying on Social Security Income
11:25
Here's Why So Many People Regret Retiring at 65
15:31
9 Things To STOP DOING After 60
17:40
Here's How to Pay Zero Taxes on a $100k Retirement Income (Easier Than You Think)
11:40
Roth IRA Tax-Free Withdrawals (5-Year Rule Explained)
11:55
Roth Conversions: When Will You Actually Break Even?
10:42
The Best Retirement Spending Stories I've Heard This Year
15:18
Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment
17:04
One Simple Tip to Make Spending Easy in Retirement
18:31
How Much Can I Spend in Retirement with a $2M Portfolio
09:25
Retire Now If you Answer "Yes" to These 5 Questions
14:29
The Roth Conversion Mistake that Could DOUBLE (or more!) Your Medicare Costs
11:04
The Most Important Thing You Can Do For Your Financial Plan
17:21
I’m Single and 5 Years Out From Retirement. What Should I be Doing? (5 Specific Steps)
12:26
No Taxes on Social Security? Here’s What Trump’s Plan Means for You
05:28
The Root Collective Is Now Free. Here's Why.
14:56
Why We Just Launched A NEW Retirement Community: Root Collective
18:03
Exactly How Much Should You Save for Retirement
16:47
5 Advanced Social Security Strategies to Maximize Your Retirement Income
16:07
Roth Conversion Checklist: 5 Key Factors to Maximize Your Conversion Strategy
09:55
Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO
10:49
Here’s Exactly How Much You Should Convert to Your Roth IRA to fill up the 22% Tax Bracket
22:52
How Should You Invest $10M+? Most Underutilized Strategy Revealed
14:26
Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make
16:55
3 Simple Steps to Retire in 2025
15:37
What if Social Security Gets Cut 3 Things All Retirees Should Do Now
36:45
How to Travel the Country and Start Living Before Actually Being Fully Retired
21:23
Retiring with Only Pre-Tax Accounts? Make These 3 Retirement Changes
16:29
5 Biggest Retirement Fears and How to Overcome Them
19:46
I’m 61 with $1.7M How Much Can I Spend in Retirement?
19:06
Why You Should Avoid Simplistic Monte Carlo Results and Create a Real Financial Plan Instead
23:06
I’m 60 with $2M How Much Can I Spend in Retirement?
16:40
Top 5 Most Avoidable Retirement Mistakes
14:57
5 Things Happy Retirees do Daily
14:03
Unconventional Retirement Strategy: How to Save Less AND Retire with More
17:48
3 Critical Retirement Planning Changes When You Have an Age Gap
28:28
STOP! Why You Shouldn't Do a Roth Conversion
20:14
This is the Biggest Way People Waste Money in Retirement
35:33
I Have a $2M Portfolio and I'm Burned Out at Work - When Can I Retire?
23:54
The Downside of Working "Just One More Year"
26:19
How Soon Before Retirement Should You Adjust Your Portfolio?
35:14
Roth Conversion Strategies for Singles: How Much Should You Convert?
20:12
Here's How To Discuss Money Effectively With Your Parents
16:12
7 Things You Need to Know About Roth IRAs to Maximize Tax-Free Income
37:46
How Does Rental Real Estate Impact Your Retirement Strategy?
16:22
3 Steps to Prepare for an Out-of-State Retirement
32:03
I'm 51 with $600k. When Can I Retire?