Most Recent Videos!
103 videos • 65,496 views • by James Conole, CFP®
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1
Roth Conversion Strategies for Singles: How Much Should You Convert?
James Conole, CFP®
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2
How Does Rental Real Estate Impact Your Retirement Strategy?
James Conole, CFP®
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3
I'm 51 with $600k. When Can I Retire?
James Conole, CFP®
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4
Retirement Risks: 7 Traps to Avoid
James Conole, CFP®
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5
3 Simple Ways to Minimize Taxes in Retirement
James Conole, CFP®
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6
The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid
James Conole, CFP®
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7
How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings
James Conole, CFP®
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8
Can We Still Retire if We Don't Receive the $750k Inheritance We're Expecting?
James Conole, CFP®
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9
I'm 61 Years Old with $500k. Can I Retire?
James Conole, CFP®
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10
How to Reduce Sequence of Return Risk | 2 Essential Strategies for Early Retirement
James Conole, CFP®
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11
I have $2.3M in IRAs. How Do I Minimize Taxes in Retirement?
James Conole, CFP®
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12
5 Dangerous Rules of Thumb to Rely on in Retirement
James Conole, CFP®
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13
How Much Can I Expect To Spend In Retirement with a $2.2 Million Portfolio?
James Conole, CFP®
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14
5 Simple Ways to Increase Your Social Security Spousal Benefits
James Conole, CFP®
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15
5 Financial Goals to Hit by Age 60
James Conole, CFP®
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16
3 Simple Ways to Minimize Taxes in Retirement
James Conole, CFP®
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17
The Retirement Crossover - Here’s When to Stop Saving and Start Spending
James Conole, CFP®
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18
Mistakes Your Financial Advisor is Making with Your Portfolio
James Conole, CFP®
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19
STOP! This Mistake Will Cost You Your Health Insurance Subsidy in Retirement!
James Conole, CFP®
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20
3 Mistakes Retirees Make Implementing the 4% Rule
James Conole, CFP®
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21
Retirement Regrets: 5 Retirement Purchases You’ll Wish You Didn’t Make
James Conole, CFP®
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22
How Much Do I Need to Spend $10k/month in Retirement?
James Conole, CFP®
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23
This Simple Budgeting Trick Changed Everything For Me
James Conole, CFP®
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24
How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring
James Conole, CFP®
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25
How to Invest Your Portfolio to Maximize Retirement Success
James Conole, CFP®
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26
Study Finds The Net Worth That Makes you Wealthy (And the Major Factor it’s Missing)
James Conole, CFP®
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27
5 Reasons to Retire as Soon as You Can
James Conole, CFP®
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28
4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)
James Conole, CFP®
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29
I’m Single with $1M How Much Can I Spend in Retirement?
James Conole, CFP®
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30
3 Different Ways You Can Create $10k/mo in Retirement
James Conole, CFP®
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31
How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement
James Conole, CFP®
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32
These Will be Your 5 Biggest Regrets at the End of Retirement
James Conole, CFP®
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33
I’m Single with $1.5 Million. How Much Can I Spend in Retirement?
James Conole, CFP®
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34
How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio?
James Conole, CFP®
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35
Here’s How to Pay $0 Taxes on $100k Retirement Income
James Conole, CFP®
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36
3 Simple Steps to Ensure Your Portfolio Can Support Your Retirement
James Conole, CFP®
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37
See How Roth Conversions Saved Them $595k in Taxes In Retirement
James Conole, CFP®
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38
3 Common Habits That Are Preventing You From Retiring
James Conole, CFP®
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39
Avoid This Portfolio Withdrawal Mistake Most People Make in Retirement
James Conole, CFP®
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40
5 Really Good Reasons to File for Social Security at Age 62
James Conole, CFP®
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41
Where Should I Pull Funds From First In Retirement?
James Conole, CFP®
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42
How Much Will I Pay in Taxes in Retirement? Complete Guide to Retirement Taxes
James Conole, CFP®
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43
This is What a Real $3.2M Retirement Portfolio Looks Like
James Conole, CFP®
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44
How Much Can I Expect To Spend In Retirement with a $2 Million Portfolio?
James Conole, CFP®
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45
4 Simple Ways to Increase Your Social Security Benefit in 2024
James Conole, CFP®
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46
How Much Do You Need to Retire in 2024?
James Conole, CFP®
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47
Retiring with a Younger Spouse? Here's What You Need to Know.
James Conole, CFP®
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48
5 Costly Mistakes to Avoid Before Retirement
James Conole, CFP®
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49
See How Much This Roth Conversion Strategy Saved Them
James Conole, CFP®
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50
The Earliest (& Safest) Time to Stop Saving for Retirement
James Conole, CFP®
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51
The Social Security Trap: When Waiting Until 70 Becomes a Huge Mistake
James Conole, CFP®
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52
The New Retirement Strategy That’s Changing the Game
James Conole, CFP®
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53
15 Retirement Activities That Will Keep You Active and Engaged
James Conole, CFP®
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54
The Hidden Danger of Relying on Traditional Retirement Planning
James Conole, CFP®
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55
5 Things You'll Wish You Knew Before You Retire
James Conole, CFP®
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56
Retirement Planning for Singles: Don't Make These Mistakes
James Conole, CFP®
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57
Working While Receiving Social Security? Here's What You Need to Know
James Conole, CFP®
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58
How Much Does It Take to Retire Comfortably on a $5k, $10k, or $15k/mo Budget?
James Conole, CFP®
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59
4 Steps to Planning for Unexpected Expenses in Retirement
James Conole, CFP®
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60
The Dark Side of Early Retirement
James Conole, CFP®
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61
Smart Parents Guide for Teaching Kids to Invest: A Fun and Easy Way to Learn!
James Conole, CFP®
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62
The 3 Big Tax Mistakes EVERY Retiree Makes (Real World Examples)
James Conole, CFP®
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63
Retirement’s Most Difficult Transition | Why It’s So Hard to Retire
James Conole, CFP®
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64
5 Tax SECRETS Every Retiree Should Know
James Conole, CFP®
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65
I'm 60 With $1 Million How Much Can I Spend In Retirement
James Conole, CFP®
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66
Don’t Retire Unless You're Doing These 6 Things!
James Conole, CFP®
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67
What Should You Do with Your 401k When You Retire?
James Conole, CFP®
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68
How Much Do You Need to Retire in 2023?
James Conole, CFP®
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69
4 Simple Retirement Income Strategies
James Conole, CFP®
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70
7 Ways to Reduce your Required Minimum Distributions (RMDs)
James Conole, CFP®
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71
Here’s the #1 Trap That Will Ruin Your Retirement
James Conole, CFP®
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72
5 Simple Ways to Create a Happier Retirement
James Conole, CFP®
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73
How to Maximize Retirement Income | Implement and Do Better Than the 4% Rule
James Conole, CFP®
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74
Here’s Exactly How Social Security Gets Taxed
James Conole, CFP®
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75
Avoid These 5 COMMON Mistakes When Retiring EARLY
James Conole, CFP®
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76
This is the #1 Mistake People Make with Portfolio Withdrawals
James Conole, CFP®
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77
How Much Do You Need to Retire?
James Conole, CFP®
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78
The 5 Most Common Misconceptions People Have About Retirement
James Conole, CFP®
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79
Where Should I Invest After Maxing My 401k?
James Conole, CFP®
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80
When should I start living on cash instead of investments?
James Conole, CFP®
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81
5 Things People Regret at the End of Retirement
James Conole, CFP®
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82
3 Habits that are Holding You Back From a Comfortable Retirement
James Conole, CFP®
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83
4 Reasons You Should NOT Do a Roth Conversion
James Conole, CFP®
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84
Social Security Explained | How to Maximize Your Social Security Benefit
James Conole, CFP®
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85
This One Thing is Holding You Back From Financial Independence
James Conole, CFP®
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86
Common Investment Mistakes Made by Beginners
James Conole, CFP®
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87
When Should You Work with a Financial Advisor?
James Conole, CFP®
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88
4 Simple Ways to Increase Your Social Security Benefit
James Conole, CFP®
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89
Do These 11 Activities for a Fun and Fulfilling Retirement
James Conole, CFP®
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90
5 Steps to Quickly Get Your Finances on Track
James Conole, CFP®
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91
5 Things to Expect in Your First Year of Retirement
James Conole, CFP®
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92
SECURE Act 2.0 | 7 Important Changes That You Need to Know
James Conole, CFP®
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93
Do This to Most Effectively Use Bonds in Your Retirement Portfolio
James Conole, CFP®
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94
Take These 3 Simple Steps to Know When You Can Retire
James Conole, CFP®
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95
This Mindset Shift Will Transform Your Retirement
James Conole, CFP®
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96
Here's When it's Time to STOP Saving for Retirement
James Conole, CFP®
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97
5 Tips to Be a Better Investor
James Conole, CFP®
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98
How to Avoid Taxes Like a Billionaire
James Conole, CFP®
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99
7 Little-Known (But Important!) Benefits of Roth IRAs
James Conole, CFP®
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100
How Soon Before Retirement Should You Adjust Your Investment Portfolio?
James Conole, CFP®
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101
Should You Draw Down Your Portfolio to Delay Social Security?
James Conole, CFP®
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102
How Delaying Retirement One Year Can Greatly Impact Your Retirement | Pros and Cons Of Delaying Work
James Conole, CFP®
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103
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