Podcasts · For investors
Ready For Retirement
As of Oct 5, 2026, Ready For Retirement, hosted by James Conole of Root Financial Partners, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.
Weekly episodes on retirement income, withdrawal strategies, Social Security and taxes. Many are built around a specific portfolio size or retirement age, which makes the trade-offs concrete.
- Hosts
- James Conole
- Firm
- Root Financial Partners
- For
- Investors
- Topic
- Retirement income
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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