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James Conole, CFP® @UCBNdQfS-fzODmYb8Hkr4egA@youtube.com

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Hi. I'm James 👋 … Certified Financial Planner® and founder


43:00
Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
41:18
How to Reduce Sequence of Return Risk | 2 Essential Strategies for Early Retirement
22:10
Unexpected Retirement: Finding Happiness and New Adventures
42:54
I have $2.3M in IRAs. How Do I Minimize Taxes in Retirement?
30:07
Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse
16:05
5 Dangerous Rules of Thumb to Rely on in Retirement
33:47
"The Joy Is Trying New Things and Being Surprised by What Works"
16:39
The 5 Biggest Risks to Your Retirement (and How to Insure Against Them)
27:56
The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
17:58
How Much Can I Expect To Spend In Retirement with a $2.2 Million Portfolio?
09:00
Introducing the New Ready For Retirement
15:18
5 Simple Ways to Increase Your Social Security Spousal Benefits
22:55
Am I Too Old for Roth Conversions? 3 Things to Consider
11:47
5 Financial Goals to Hit by Age 60
18:26
3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement
20:12
3 Simple Ways to Minimize Taxes in Retirement
21:04
Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement
19:25
The Retirement Crossover - Here’s When to Stop Saving and Start Spending
16:31
Social Security Demystified: Calculating Taxation, Provisional Income, and the Tax Torpedo
13:41
Mistakes Your Financial Advisor is Making with Your Portfolio
23:44
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)
11:40
STOP! This Mistake Will Cost You Your Health Insurance Subsidy in Retirement!
26:15
How to Estimate Your Tax Bill in Retirement (And How to Pay it)
14:27
3 Mistakes Retirees Make Implementing the 4% Rule
32:10
Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)
13:31
Retirement Regrets: 5 Retirement Purchases You’ll Wish You Didn’t Make
29:10
The Four Phases of Retirement with Dr. Riley Moynes
16:19
How Much Do I Need to Spend $10k/month in Retirement?
01:03:00
Root's Master Plan Webinar
21:52
Planning for Large Costs in Retirement | Beyond the 4% Rule
22:42
This Simple Budgeting Trick Changed Everything For Me
32:45
Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies
15:01
How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring
28:35
Health Insurance Options for Early Retirement
22:25
How to Invest Your Portfolio to Maximize Retirement Success
41:31
Everything You Need to Know About Medicare: Q&A with a Medicare Expert
08:19
Study Finds The Net Worth That Makes you Wealthy (And the Major Factor it’s Missing)
29:38
How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
10:23
5 Reasons to Retire as Soon as You Can
30:33
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
12:21
4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)
20:29
3 Simple Steps to Determine If You Can Retire
24:33
I’m Single with $1M How Much Can I Spend in Retirement?
21:04
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
16:52
3 Different Ways You Can Create $10k/mo in Retirement
16:53
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
30:59
How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement
23:11
At What Age Should I Work with a Financial Advisor?
11:33
These Will be Your 5 Biggest Regrets at the End of Retirement
23:57
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
26:29
I’m Single with $1.5 Million. How Much Can I Spend in Retirement?
34:04
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
17:08
How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio?
27:34
Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
16:22
Here’s How to Pay $0 Taxes on $100k Retirement Income
34:23
Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
22:59
3 Simple Steps to Ensure Your Portfolio Can Support Your Retirement
18:26
Should I Fund my Retirement Needs by Purchasing an Annuity?
18:36
See How Roth Conversions Saved Them $595k in Taxes In Retirement
25:10
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)