James Conole, CFP®
134K subscribers
21:52
Planning for Large Costs in Retirement | Beyond the 4% Rule
James Conole, CFP®
1.3K views • 4 hours ago
22:42
This Simple Budgeting Trick Changed Everything For Me
James Conole, CFP®
32K views • 3 days ago
32:45
Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies
James Conole, CFP®
11K views • 7 days ago
15:01
How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring
James Conole, CFP®
26K views • 10 days ago
28:35
Health Insurance Options for Early Retirement
James Conole, CFP®
12K views • 2 weeks ago
22:25
How to Invest Your Portfolio to Maximize Retirement Success
James Conole, CFP®
41K views • 2 weeks ago
41:31
Everything You Need to Know About Medicare: Q&A with a Medicare Expert
James Conole, CFP®
10K views • 3 weeks ago
8:19
Study Finds The Net Worth That Makes you Wealthy (And the Major Factor it’s Missing)
James Conole, CFP®
59K views • 3 weeks ago
29:38
How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
James Conole, CFP®
42K views • 4 weeks ago
10:23
5 Reasons to Retire as Soon as You Can
James Conole, CFP®
73K views • 1 month ago
30:33
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
James Conole, CFP®
28K views • 1 month ago
12:21
4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)
James Conole, CFP®
33K views • 1 month ago
20:29
3 Simple Steps to Determine If You Can Retire
James Conole, CFP®
75K views • 1 month ago
24:33
I’m Single with $1M How Much Can I Spend in Retirement?
James Conole, CFP®
23K views • 1 month ago
21:04
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
James Conole, CFP®
9.8K views • 1 month ago
16:52
3 Different Ways You Can Create $10k/mo in Retirement
James Conole, CFP®
42K views • 1 month ago
16:53
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
James Conole, CFP®
9K views • 1 month ago
30:59
How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement
James Conole, CFP®
87K views • 1 month ago
23:11
At What Age Should I Work with a Financial Advisor?
James Conole, CFP®
10K views • 2 months ago
11:33
These Will be Your 5 Biggest Regrets at the End of Retirement
James Conole, CFP®
19K views • 2 months ago
23:57
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
James Conole, CFP®
48K views • 2 months ago
26:29
I’m Single with $1.5 Million. How Much Can I Spend in Retirement?
James Conole, CFP®
27K views • 2 months ago
34:04
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
James Conole, CFP®
23K views • 2 months ago
17:08
How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio?
James Conole, CFP®
138K views • 2 months ago
27:34
Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
James Conole, CFP®
22K views • 2 months ago
16:22
Here’s How to Pay $0 Taxes on $100k Retirement Income
James Conole, CFP®
304K views • 2 months ago
34:23
Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
James Conole, CFP®
12K views • 2 months ago
22:59
3 Simple Steps to Ensure Your Portfolio Can Support Your Retirement
James Conole, CFP®
72K views • 3 months ago
18:26
Should I Fund my Retirement Needs by Purchasing an Annuity?
James Conole, CFP®
40K views • 3 months ago
18:36
See How Roth Conversions Saved Them $595k in Taxes In Retirement
James Conole, CFP®
59K views • 3 months ago
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