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3 Simple Steps to Retire in 2025

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Manage episode 459784880 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Many individuals are hesitant to retire, even when financially prepared, due to uncertainty and a lack of clear planning. This episode provides a practical guide to making retirement a reality, focusing on three key steps:

  1. Assess Your Current Financial Health
  2. Envision Your Ideal Retirement
  3. Connect Financial Readiness to Goals

By addressing these steps, you can retire confidently, balancing future preparation with enjoying today.
Questions answered?
1. How can I determine if I am financially ready to retire?
2. What steps should I take to plan for a fulfilling and sustainable retirement?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Assess current financial position
2:21 - Know monthly income and expenses
4:30 - Review debts
6:46 - Envision ideal retirement
9:29 - Connect the dots
13:26 - Retire with confidence

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

  continue reading

Chapters

1. Achieving Financial Health for Retirement (00:00:00)

2. Planning Your Ideal Retirement Lifestyle (00:08:14)

3. Seeking Retirement Planning Guidance (00:16:51)

285 episodes

Artwork

3 Simple Steps to Retire in 2025

Ready For Retirement

42 subscribers

published

iconShare
 
Manage episode 459784880 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Many individuals are hesitant to retire, even when financially prepared, due to uncertainty and a lack of clear planning. This episode provides a practical guide to making retirement a reality, focusing on three key steps:

  1. Assess Your Current Financial Health
  2. Envision Your Ideal Retirement
  3. Connect Financial Readiness to Goals

By addressing these steps, you can retire confidently, balancing future preparation with enjoying today.
Questions answered?
1. How can I determine if I am financially ready to retire?
2. What steps should I take to plan for a fulfilling and sustainable retirement?
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - Assess current financial position
2:21 - Know monthly income and expenses
4:30 - Review debts
6:46 - Envision ideal retirement
9:29 - Connect the dots
13:26 - Retire with confidence

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

  continue reading

Chapters

1. Achieving Financial Health for Retirement (00:00:00)

2. Planning Your Ideal Retirement Lifestyle (00:08:14)

3. Seeking Retirement Planning Guidance (00:16:51)

285 episodes

All episodes

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