Attorney-CPA Joe Cordell and co-host Jill Enders are joined by James Conole, Certified Financial Planner and founder of Root Financial Partners in San Diego. He’s also the host of the “Ready for Retirement” podcast.
Mr. Conole chats with the hosts about creating a sound portfolio to help plan for a successful retirement. He discusses his background and how he discovered his passion for helping others plan for retirement, how retiring at the wrong time can impact you, why delaying retiring by just one year can hugely impact your portfolio, how to balance spending too little and too much in retirement, the 4% rule, how much the average person should save for retirement, common retirement mistakes, paying off debt before retirement, how to protect against stock market and inflation risks, and more.
For more information on Root Financial Partners, visit: https://rootfinancialpartners.com/
Listen and subscribe to the Ready for Retirement podcast: https://readyforretirement.co/podcast/
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.