James Conole, CFP®
128K subscribers
8:19
Study Finds The Net Worth That Makes you Wealthy (And the Major Factor it’s Missing)
James Conole, CFP®
30K views • 1 day ago
29:38
How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
James Conole, CFP®
27K views • 5 days ago
10:23
5 Reasons to Retire as Soon as You Can
James Conole, CFP®
47K views • 8 days ago
30:33
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
James Conole, CFP®
24K views • 12 days ago
12:21
4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)
James Conole, CFP®
30K views • 2 weeks ago
20:29
3 Simple Steps to Determine If You Can Retire
James Conole, CFP®
59K views • 2 weeks ago
24:33
I’m Single with $1M How Much Can I Spend in Retirement?
James Conole, CFP®
22K views • 3 weeks ago
21:04
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
James Conole, CFP®
9.6K views • 3 weeks ago
16:52
3 Different Ways You Can Create $10k/mo in Retirement
James Conole, CFP®
39K views • 4 weeks ago
16:53
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
James Conole, CFP®
8.9K views • 1 month ago
30:59
How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement
James Conole, CFP®
76K views • 1 month ago
23:11
At What Age Should I Work with a Financial Advisor?
James Conole, CFP®
10K views • 1 month ago
11:33
These Will be Your 5 Biggest Regrets at the End of Retirement
James Conole, CFP®
19K views • 1 month ago
23:57
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
James Conole, CFP®
46K views • 1 month ago
26:29
I’m Single with $1.5 Million. How Much Can I Spend in Retirement?
James Conole, CFP®
27K views • 1 month ago
34:04
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
James Conole, CFP®
22K views • 1 month ago
17:08
How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio?
James Conole, CFP®
135K views • 1 month 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®
237K 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®
70K views • 2 months ago
18:26
Should I Fund my Retirement Needs by Purchasing an Annuity?
James Conole, CFP®
38K views • 2 months ago
18:36
See How Roth Conversions Saved Them $595k in Taxes In Retirement
James Conole, CFP®
57K views • 2 months ago
25:10
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
James Conole, CFP®
27K views • 2 months ago
9:47
3 Common Habits That Are Preventing You From Retiring
James Conole, CFP®
13K views • 2 months ago
30:16
At What Point Should I Take the Tax Hit on Unrealized Gains?
James Conole, CFP®
18K views • 2 months ago
15:32
Avoid This Portfolio Withdrawal Mistake Most People Make in Retirement
James Conole, CFP®
45K views • 3 months ago
31:18
Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?
James Conole, CFP®
93K views • 3 months ago
10:55
5 Really Good Reasons to File for Social Security at Age 62
James Conole, CFP®
312K views • 3 months ago
19:09
Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule Mistakes
James Conole, CFP®
60K views • 3 months ago
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