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January 7th, 2025

3 Simple Steps to Retire in 2025

  1. 3 Simple Steps to Retire in 2025 James Conole, CFP® 17:43

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.

James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.

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