Best James Conole Podcasts (2023)

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The Advisor Journey

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How optimizing YouTube led to $220M in AUM with James Conole 43:42

5d ago43:42

43:42

EPISODE SUMMARY: James Conole of Root Financial has built a successful practice by building a prominent online presence. His YouTube videos have amassed over 260,000 views with over 32.5K subscribers. In the episode, James will talk to us about how he built his YouTube channel, how it has contributed to his growth, and how you can do the same! ABOU…

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Ready For Retirement

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How to Manage Cash Reserves in Retirement 19:14

11h ago19:14

19:14

Managing your cash reserves in retirement can get complicated quickly between living expenses, multiple income streams, taxes owed, etc. James explains how you should manage your cash reserves based on your financial plan and answers a listener’s question. Questions Answered: How do you incorporate cash needs and short-term assets into your bigger-…

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Ready For Retirement

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5 Things You'll Wish You Knew Before You Retired 15:46

10d ago15:46

15:46

When you retire, there are surprising things you’ll wish you knew beforehand. Unlike social security, IRAs, or Medicare, most people don’t often plan for the emotional and personal matters of retirement. James discusses the five things people often regret not understanding before retirement. Questions Answered: What do people regret not knowing bef…

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Ready For Retirement

1
What's the Best Way to Sell Out of a Concentrated Stock Position? 27:31

17d ago27:31

27:31

James discusses a listener’s question about what to do with stock positions and single stock positions, explaining the pros and cons of holding a concentrated stock position. He highlights the importance of understanding tax implications and assessing your ability to handle financial and emotional implications. Questions Answered: What should you d…

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The Advisor Journey

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Nine things advisors wish they knew before starting their RIA with Jason Wenk and Dasarte Yarnway 33:18

19d ago33:18

33:18

EPISODE SUMMARY: Starting an RIA can be daunting. Client retention, paperwork, and the dreaded compliance can make starting your own financial advisory business feel overwhelming. A few months ago, we asked advisors what they wish they knew before starting their RIA. In this episode, Jason and Dasate discuss some of the answers, and each shares wha…

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Ready For Retirement

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6 Financial Rules of Thumb to Avoid 23:09

24d ago23:09

23:09

James debunks six popular rules of thumb that can actually do more harm than good when it comes to retirement planning. From the 100-minus-your-age stock allocation rule to the 70% to 80% income replacement myth, James breaks down why rules like these can be counterproductive and suggests alternative strategies that will help you create a personali…

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Ready For Retirement

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How Should I Invest Proceeds from Selling My Home? 33:32

29d ago33:32

33:32

In this episode, James tackles a listener’s question about investing a lump sum for his upcoming retirement. James analyzes one's situation and gives realistic insights on determining the right mix of stable and growth assets that will generate a rising income stream for the rest of your life. Tune in for tips on how to secure a comfortable retirem…

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The Advisor Journey

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How Twitter led to an additional $18k per month in just 14 months with Thomas Kopelman 43:14

1M ago43:14

43:14

EPISODE SUMMARY: Social media can feel very intimidating for advisors. The number of posts, algorithms, community building, and tracking can be an extra job that’s hard to find time for. Did you know that you can build an entire social media community that converts to clients in just under 5 hours per week? In this episode, Thomas Kopelman shares h…

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Ready For Retirement

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Plan Better: Financial Strategies vs Tactics 12:42

1M ago12:42

12:42

Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet when we do that, we can lose sight of the bigger picture. In this episode, we’ll discuss how the context in which you view your portfolio can steer your financial decisions for years to come. Questions answered: What’s the difference between financial…

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Ready For Retirement

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Avoid This Major Pitfall of Standard Withdrawal Strategies 23:24

1M ago23:24

23:24

You might be missing something if you're focusing only on your initial withdrawal rate... ...on today's episode, we'll cover what you might be missing, and how you can maximize your portfolio withdrawal strategy. Questions answered: What is the 4% rule and how does it apply to me? How should staggered income and expenses alter your withdrawal strat…

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The Advisor Journey

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The art and science of content marketing - Five strategies from Altruist's Head of Content 29:38

2M ago29:38

29:38

EPISODE SUMMARY: On this show we talk a lot about content marketing and how it can benefit advisors. Did you know there is an even simpler way to think about content to grow your RIA? In this episode, Altruist’s Head of Content Will Steiner explains the art and science behind content marketing and the five pillars that can help you scale your firm.…

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Ready For Retirement

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4 Reasons You SHOULDN'T do a Roth Conversion 19:48

2M ago19:48

19:48

In this episode of Ready for Retirement, James discusses how 4 reasons to NOT do a Roth Conversion. Questions Answered: How to think through whether a Roth Conversion makes sense for you Understanding how to implement effective Roth Conversions How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:13 - Example 4:2…

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Ready For Retirement

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5 Reasons You Should Retire Now 17:35

2M ago17:35

17:35

In this episode of Ready for Retirement, James discusses how to protect your most important financial assets. Questions Answered: How should you think about protecting your most important financial assets? Understanding how to protect what's most important (your TIME) How can your overall retirement strategy be improved? Timestamps: 00:00 - Introdu…

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The Advisor Journey

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The ‘How-Tos’ of marketing funnels for expansive RIA growth with Emlen Miles-Mattingly 36:25

2M ago36:25

36:25

Building a marketing funnel is not easy. There are so many ways to build content as an advisor and tracking it back to your business can be a real challenge. Emlen of GenNext Wealth and Onxy Advisor Network has successfully built a growth-focused firm. He has credited much of his success to his ability to gain clients from marketing initiatives. In…

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Ready For Retirement

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How to Protect Your Most Important Financial Asset 20:28

2M ago20:28

20:28

In this episode of Ready for Retirement, James discusses how to protect your most important financial assets. Questions Answered: How should you think about protecting your most important financial assets? Understanding how to protect what's most important How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 1:30 -…

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Ready For Retirement

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How Much Umbrella Insurance Coverage Do You Need? 20:37

2M ago20:37

20:37

In this episode of Ready for Retirement, James discusses umbrella insurance coverage and how much you need. Questions Answered: How should I think about an Umbrella Insurance Policy (how much)? Understanding how much defense (risk management) is needed How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:30 - Umb…

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The Advisor Journey

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How Jason Wenk quadrupled AUM for his RIA businesses 46:16

3M ago46:16

46:16

In 2020, Micheal Kitces conducted a study that showed that advisors who have staff support generate significantly more revenue and income, especially amongst the top advisors. This study showed that one of the keys to growing and scaling your firm was to not only find help but find good help. In this episode, Dasarte and Jason converse in-depth abo…

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Ready For Retirement

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How to Supercharge Your Retirement with Deferred Comp Plans 30:29

3M ago30:29

30:29

In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy. Questions Answered: How should I think about Deferred Compensation in context of my overall plan? When does it make sense to defer compensation (and when does it NOT)? How can your overall retirement…

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Ready For Retirement

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Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement) 31:07

3M ago31:07

31:07

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series. Ari is the host of the Early …

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The Advisor Journey

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How breaking away quickly led to $65M in AUM with Becky Walsh 35:02

3M ago35:02

35:02

Becky Walsh is the founder of Oak Maple Finance in Burlington, Vermont. Becky recently took the leap of becoming a breakaway advisor and has acquired over $65M in AUM in just under seven months. In this episode, Becky shares with advisors how to decide to break away, the tech you need to get started, and how to prepare your colleagues for the trans…

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Ready For Retirement

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3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement) 26:43

3M ago26:43

26:43

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series. Ari is the host of the Early Retire…

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Real Personal Finance

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Final Episode - How To Stay In Touch With Us! 6:05

3M ago6:05

6:05

Scott and James thank all of the fans for years of support for listening to the podcast and review where you can find them if you're looking for customized advice when it comes to maximizing your finances. LET'S CONNECT! James YouTube | Website | Podcast Scott Facebook | Twitter | WebsiteBy Scott Frank and James Conole

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Ready For Retirement

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5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement) 24:59

3M ago24:59

24:59

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part one of a three-part series. Ari is the host of the Early Retire…

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The Advisor Journey

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Changing the Complexion of Wealth with Emlen Miles-Mattingly 26:11

4M ago26:11

26:11

In this special episode, Emlen Miles-Mattingly and Dasarte Yarnway share the importance of establishing wealth within minority communities by highlighting The Onyx Advisor Network, a platform they founded for underrepresented advisors. Their work is centered around changing the complexion of wealth and in this episode, they provide helpful insight …

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Real Personal Finance

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How to Balance a Home Purchase with Saving for Retirement? 15:09

4M ago15:09

15:09

Scott and James discuss how to balance a home purchase with saving for retirement. Listener Question: We want to stay in manhattan and want to be home owners but can’t make the math work. Our current rental 2 bed 2 bath just went up to $4400/mo. A comparable condo would sell around $1.3-$1.5m. That would put the mortgage at around $7,000 with anoth…

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Ready For Retirement

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How Much Do You Need to Retire? 24:52

4M ago24:52

24:52

In this episode of Ready for Retirement, James discusses how much you need to retire. Questions Answered: How much do I need (financially)? How do I prepare (mentally)? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:30 - How much is ENOUGH? 3:25 - Retirement Expenses 5:04 - Assigning Your Dollars 8:50 - Fir…

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Real Personal Finance

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What Should You Do If You Make Too Much To Contribute To a Roth IRA? 12:57

4M ago12:57

12:57

Scott and James discuss what to do if you make too much to contribute to a Roth IRA. Listener Question: I am currently 33 years old, single, and am nearing a $129,000 annual salary. I have been investing in a Roth IRA and realize the phaseout limits for single taxpayers are from $129k - $144k. My question is, how do I lower my income, besides contr…

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Ready For Retirement

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Where Should I Invest Extra Income After Maxing My 401k? 25:08

4M ago25:08

25:08

In this episode of Ready for Retirement, James discusses what you should do with extra income after you max out your 401(k). Questions Answered: What are the best accounts to invest in after your 401(k)? Should you invest in a brokerage/Roth/IRA/etc? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 1:00 - Key B…

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The Advisor Journey

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Maximizing the power of UMAs with Altruist's Adam Grealish 20:13

4M ago20:13

20:13

Unified Managed Accounts (UMAs) are a powerful tool for advisors. UMAs offer fiercely independent advisors more personalized and customizable models to help elevate their business. In this episode, Altruist's Head of Investments will share strategies on how to leverage Unified Managed Accounts so that you can create fully customizable portfolios, s…

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Real Personal Finance

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The Truth About an MBA - Is It Worth It? 14:41

4M ago14:41

14:41

Scott and James discuss whether or not an MBA is worth it. Planning Points Discussed Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 2:30 - Listener Quesiton 5:30 - Why MBA? 7:46 - Pros/Cons of MBAs 8:30 - Debt v. Investing 16:05 - Aligning Your Financial Goals LET'S…

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Ready For Retirement

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What Should You Do With Your 401k When You Retire? 28:00

4M ago28:00

28:00

In this episode of Ready for Retirement, James discusses what you should do with your 401(k) when you retire. Questions Answered: What are the best ways to reduce fees in a 401(k)? Should you move your 401(k) elsewhere? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 1:45 - Listener Question 3:23 - 401(k) Hidd…

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Real Personal Finance

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How Are Different Types of Investment Withdrawals Taxed? 17:05

4M ago17:05

17:05

Scott and James discuss the tax implications of withdrawing income from various accounts in retirement. Listener Question: Can you talk about how some of the main retirement accounts are taxed upon withdrawal? Example topic: Are withdrawals just subject to Federal taxes, or FICA taxes as well? And how / if withdrawing from retirement accounts affec…

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Ready For Retirement

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5 Steps To Create A Meaningful Retirement with Cyn Meyer 28:20

4M ago28:20

28:20

In this episode of Ready for Retirement, James discusses with retirement life coach Cyn Meyer how to create the most meaningful retirement. Guest: Cyn Meyer is a Retirement Life Coach and founder of Second Wind Movement. She has free resources here on her website available to all of you. Cyn also offers a free workshop here. Questions Answered: Wha…

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The Advisor Journey

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How building a brand led to over 50 years of business with David Hicks 47:36

4M ago47:36

47:36

EPISODE SUMMARY: David Hicks is a Partner and Investment Advisor at Oakmont Advisory. Oakmont has been serving the retirement community in New Mexico for over fifty years, David credits a large part of their success to developing a recognizable and authentic brand. In this episode, David shares the keys to developing a brand and how this can set yo…

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Real Personal Finance

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How Can I Reduce Costs Inside Of My Company's 401(k)? 21:30

4M ago21:30

21:30

Scott and James discuss how to reduce costs inside of your company's 401(k). Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: What is a good expense ratio for a retirement account? Is this something you can control with an employer sponsored plan? I want to make sure my money is working fo…

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Ready For Retirement

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How to Use Roth Conversions to Protect Your Spouse's Future 22:18

5M ago22:18

22:18

In this episode of Ready for Retirement, James how to use Roth Conversions to protect your spouse's future. Questions Answered: What are the best ways to implement Roth Conversions? What are the best strategies to implement tax planning for your spouse? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 1:45 - Ro…

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Real Personal Finance

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How Should Real Estate Factor In My Retirement Plan? 23:45

5M ago23:45

23:45

Scott and James discuss how real estate should factor into your retirement plan. Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: Me and my wife enjoy doing live and flip rentals and are planning on the cash flow to be part of our retirement funds. We are planning to move in a year and wou…

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Ready For Retirement

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When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income? 21:55

5M ago21:55

21:55

In this episode of Ready for Retirement, James discusses when you should start withdrawing cash instead of stocks for retirement income? Questions Answered: What is the best way to optimize withdrawals? What are the best strategies to optimize pulling funds from cash vs. stocks? How can your overall retirement strategy be improved? Timestamps: 00:0…

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The Advisor Journey

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How millennials added to over $100M in AUM with Tyler Purcell 36:52

5M ago36:52

36:52

Kiplinger Wealth Advisors, founded in 1999 by Brad Kiplinger, eclipsed $100m in AUM in 2021. The firm has steadily added $10-12m per year for the past 4 years and lead flow is showing no sign of slowing down. While the firm does serve a wide array of clients, Tyler Purcell has a focus on a less traditional niche; millennials. In this episode, Tyler…

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Real Personal Finance

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How to Best Diversify a Concentrated Stock Holding 26:06

5M ago26:06

26:06

Scott and James discuss how to best diversify a concentrated stock holding. Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: How do I exit a concentrated stock position? I’m an employee at a large tech company and I’ve vested RSUs over the last 4 years. Some of my stock has appreciated 4x …

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Ready For Retirement

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8 Important Planning Opportunities From the SECURE Act 2.0 34:09

5M ago34:09

34:09

In this episode of Ready for Retirement, James discusses 8 important planning opportunities from the SECURE Act 2.0 Questions Answered: What are the major changes from the SECURE Act 2.0? What are the best strategies to implement from the SECURE Act 2.0? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 3:14 - S…

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Real Personal Finance

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5 Steps to Get Your Finances Right in the New Year 35:13

5M ago35:13

35:13

Scott and James discuss how 5 things to start the new year right with your finances. Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Planning Points Discussed Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 2:30 - We're on Yo…

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Ready For Retirement

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3 Steps to Make 2023 Your Best Year Yet 24:07

5M ago24:07

24:07

In this episode of Ready for Retirement, James discusses 3 steps to make 2023 your best year yet. Questions Answered: What is the best way to get your "money right"? What are the best strategies to optimize your money choices? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 2:46 - Examples of Prudent Financial…

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Real Personal Finance

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How Should You Choose Survivor Benefits Options For Your Pension? 19:42

5M ago19:42

19:42

Scott and James discuss how you should choose your survivor benefits options for your pension. Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: I'm not sure if this can be a whole show but I was wondering if you guys can go over how to think about choosing between the Survivor Benefit Plan…

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Ready For Retirement

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5 Wrong Assumptions People Make About Retirement 22:03

5M ago22:03

22:03

In this episode of Ready for Retirement, James discusses 5 assumptions that you shouldn't make in retirement. Questions Answered: What are the best practices when making assumptions in retirement? What are the best strategies to create income in retirement? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 4:22 …

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Real Personal Finance

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Misleading Financial Rules That You Should Avoid 18:58

6M ago18:58

18:58

Scott and James discuss misleading financial rules to avoid. Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: How do you both think about the common wisdom that you should have a certain multiple of your income saved by a specific age (e.g. save at least 1x your salary by 30, 3x by 40, 6x …

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Ready For Retirement

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Is a Reverse Mortgage a Good "Plan B"? 16:31

6M ago16:31

16:31

In this episode of Ready for Retirement, James discusses if a reverse mortgage is a good "Plan B". Questions Answered: What are the best practices when using a reverse mortgage? What are the best strategies to create income in retirement? How can your overall retirement strategy be improved? Timestamps: 00:00 - Introduction 5:05 - Reverse Mortgage …

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The Advisor Journey

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2022 Year End: The State of the Industry with Jason Wenk 28:52

6M ago28:52

28:52

The end of the year is a common time to think about life, resolutions, commitments, and deliverables. It is also the time for advisors to think about the industry as a whole and what can be done to improve the following year. In this episode, Jason chats with Yohance Harrison to discuss the industry's current state, disruptive trends, and the three…

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Real Personal Finance

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[BIG ANNOUNCEMENT!] How to Find the Right Solution For Your Financial Needs 43:09

6M ago43:09

43:09

Scott and James discuss annuities and announce Real Personal Finance NATION! Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: I've met with multiple financial advisors and all of them have 2 things in common. 1. They all say they are Fiduciary. 2. They all try and pitch me on various types…

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Ready For Retirement

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When Does it Make Sense to Work with a Financial Advisor? 29:25

6M ago29:25

29:25

In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner. Questions Answered: When does it make most sense to consider working with a financial advisor? What are the main benefits you can expect from working with a financial advisor? How can your overall retirement strategy be i…

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