James Conole, CFP® profile picture
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Predictions (2026)

No predictions for 2026

This author doesn't have any predictions for this year.

Videos (2026)

Video Title
Predictions
Published
Status
The Real Biggest Bill In Your Retirement
The Real Biggest Bill In Your Retirement
1 week ago 0
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The Real Biggest Bill In Your Retirement
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1 week ago
Pending
3 things you should know before working with a financial advisor...
3 things you should know before working with a financial advisor...
3 weeks ago 0
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3 things you should know before working with a financial advisor...
0
3 weeks ago
Pending
Which retirement account is actually the best?
Which retirement account is actually the best?
3 weeks ago 0
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Which retirement account is actually the best?
0
3 weeks ago
Pending
3 moves for your 50s to retire confidently in your 60s:
3 moves for your 50s to retire confidently in your 60s:
3 weeks ago 0
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3 moves for your 50s to retire confidently in your 60s:
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3 weeks ago
Pending
5 Mental Traps That Keep You From Retiring (Even When You’re Ready)
5 Mental Traps That Keep You From Retiring (Even When You’re Ready)
3 weeks ago 0
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5 Mental Traps That Keep You From Retiring (Even When You’re Ready)
0
3 weeks ago
Pending
Want to spend $10k a month in retirement?
Want to spend $10k a month in retirement?
4 weeks ago 0
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Want to spend $10k a month in retirement?
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4 weeks ago
Pending
Are You Planning For Inflation?
Are You Planning For Inflation?
1 month ago 0
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Are You Planning For Inflation?
0
1 month ago
Pending
Are you making any one of these 3 mistakes?
Are you making any one of these 3 mistakes?
1 month ago 0
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Are you making any one of these 3 mistakes?
0
1 month ago
Pending
Stop Working for Money You’ll Never Spend
Stop Working for Money You’ll Never Spend
1 month ago 0
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Stop Working for Money You’ll Never Spend
0
1 month ago
Pending
How to balance conservative assets and growth to protect your next 30 years
How to balance conservative assets and growth to protect your next 30 years
1 month ago 0
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How to balance conservative assets and growth to protect your next 30 years
0
1 month ago
Pending
Stop waiting for the 'perfect time' to travel. Your window is closing.
Stop waiting for the 'perfect time' to travel. Your window is closing.
1 month ago 0
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Stop waiting for the 'perfect time' to travel. Your window is closing.
0
1 month ago
Pending
Is your portfolio protecting you from risk...
Is your portfolio protecting you from risk...
1 month ago 0
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Is your portfolio protecting you from risk...
0
1 month ago
Pending
This 30-second math that could save you thousands in future taxes.
This 30-second math that could save you thousands in future taxes.
1 month ago 0
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This 30-second math that could save you thousands in future taxes.
0
1 month ago
Pending
No Amount of Money Will Give you Permission to Retire - But This Will
No Amount of Money Will Give you Permission to Retire - But This Will
1 month ago 0
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No Amount of Money Will Give you Permission to Retire - But This Will
0
1 month ago
Pending
Market downturns don't destroy retirements
Market downturns don't destroy retirements
1 month ago 0
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Market downturns don't destroy retirements
0
1 month ago
Pending
No amount of income can fix a spending mindset
No amount of income can fix a spending mindset
1 month ago 0
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No amount of income can fix a spending mindset
0
1 month ago
Pending
Control your money, or let the pension control you?
Control your money, or let the pension control you?
1 month ago 0
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Control your money, or let the pension control you?
0
1 month ago
Pending
"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement
"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement
1 month ago 0
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"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement
0
1 month ago
Pending
Retirement without purpose is just unemployment with savings
Retirement without purpose is just unemployment with savings
1 month ago 0
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Retirement without purpose is just unemployment with savings
0
1 month ago
Pending
The smartest way to spend your money at 65
The smartest way to spend your money at 65
1 month ago 0
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The smartest way to spend your money at 65
0
1 month ago
Pending
Is 5.5% the new 4%? The math on a safe retirement just changed.
Is 5.5% the new 4%? The math on a safe retirement just changed.
1 month ago 0
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Is 5.5% the new 4%? The math on a safe retirement just changed.
0
1 month ago
Pending
You might actually need way less saved for retirement than you think
You might actually need way less saved for retirement than you think
1 month ago 0
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You might actually need way less saved for retirement than you think
0
1 month ago
Pending
The Dark Truth About Retirement (No One Tells You This)
The Dark Truth About Retirement (No One Tells You This)
1 month ago 0
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The Dark Truth About Retirement (No One Tells You This)
0
1 month ago
Pending
Is waiting until age 70 for a bigger check actually draining your net worth?
Is waiting until age 70 for a bigger check actually draining your net worth?
1 month ago 0
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Is waiting until age 70 for a bigger check actually draining your net worth?
0
1 month ago
Pending
The real reason you might want to stop working BEFORE you claim Social Security
The real reason you might want to stop working BEFORE you claim Social Security
1 month ago 0
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The real reason you might want to stop working BEFORE you claim Social Security
0
1 month ago
Pending
Social Security is good... but it's not the #1 source of retirement income
Social Security is good... but it's not the #1 source of retirement income
2 months ago 0
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Social Security is good... but it's not the #1 source of retirement income
0
2 months ago
Pending
4 Retirement Income Strategies: Which one Wins in 2026?
4 Retirement Income Strategies: Which one Wins in 2026?
2 months ago 0
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4 Retirement Income Strategies: Which one Wins in 2026?
0
2 months ago
Pending
The break-even age might surprise you...
The break-even age might surprise you...
2 months ago 0
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The break-even age might surprise you...
0
2 months ago
Pending
Are you really protecting your future… or just too scared to use what you’ve already earned?
Are you really protecting your future… or just too scared to use what you’ve already earned?
2 months ago 0
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Are you really protecting your future… or just too scared to use what you’ve already earned?
0
2 months ago
Pending
What’s the smartest purchase in retirement?
What’s the smartest purchase in retirement?
2 months ago 0
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What’s the smartest purchase in retirement?
0
2 months ago
Pending
Have you actually mapped out how much you could move at today’s lower rates?
Have you actually mapped out how much you could move at today’s lower rates?
2 months ago 0
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Have you actually mapped out how much you could move at today’s lower rates?
0
2 months ago
Pending
The best age to claim Social Security?
The best age to claim Social Security?
2 months ago 0
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The best age to claim Social Security?
0
2 months ago
Pending
Blind-ranking retirement splurges.
Blind-ranking retirement splurges.
2 months ago 0
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Blind-ranking retirement splurges.
0
2 months ago
Pending
My Playbook for High Performance | Root Performance Standards
My Playbook for High Performance | Root Performance Standards
2 months ago 0
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My Playbook for High Performance | Root Performance Standards
0
2 months ago
Pending
Collecting Social Security early while working? Watch this.
Collecting Social Security early while working? Watch this.
2 months ago 0
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Collecting Social Security early while working? Watch this.
0
2 months ago
Pending
The Retirement Red Zone: Why the Final 5 Years Decide Everything
The Retirement Red Zone: Why the Final 5 Years Decide Everything
2 months ago 0
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The Retirement Red Zone: Why the Final 5 Years Decide Everything
0
2 months ago
Pending
How much money do you actually need to retire?
How much money do you actually need to retire?
2 months ago 0
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How much money do you actually need to retire?
0
2 months ago
Pending
Are you sure your “tax deferral” isn’t just a tax bomb with a later date?
Are you sure your “tax deferral” isn’t just a tax bomb with a later date?
2 months ago 0
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Are you sure your “tax deferral” isn’t just a tax bomb with a later date?
0
2 months ago
Pending
1 in 5 Americans over 65 are still working. You don’t have to be.
1 in 5 Americans over 65 are still working. You don’t have to be.
2 months ago 0
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1 in 5 Americans over 65 are still working. You don’t have to be.
0
2 months ago
Pending
Should you retire before claiming Social Security?
Should you retire before claiming Social Security?
2 months ago 0
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Should you retire before claiming Social Security?
0
2 months ago
Pending
The Biggest Retirement Lie: "I Can’t Retire Until Medicare"
The Biggest Retirement Lie: "I Can’t Retire Until Medicare"
2 months ago 0
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The Biggest Retirement Lie: "I Can’t Retire Until Medicare"
0
2 months ago
Pending
Many retirees are shocked when they realize their Social Security is taxable.
Many retirees are shocked when they realize their Social Security is taxable.
2 months ago 0
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Many retirees are shocked when they realize their Social Security is taxable.
0
2 months ago
Pending
Blind ranking the best places to retire!
Blind ranking the best places to retire!
2 months ago 0
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Blind ranking the best places to retire!
0
2 months ago
Pending
Should your mortgage be paid off before retirement?
Should your mortgage be paid off before retirement?
2 months ago 0
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Should your mortgage be paid off before retirement?
0
2 months ago
Pending
Why $5 Million is the Tax "Danger Zone"
Why $5 Million is the Tax "Danger Zone"
2 months ago 0
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Why $5 Million is the Tax "Danger Zone"
0
2 months ago
Pending
The 5 accounts you need working together to retire rich in 60 seconds.
The 5 accounts you need working together to retire rich in 60 seconds.
2 months ago 0
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The 5 accounts you need working together to retire rich in 60 seconds.
0
2 months ago
Pending
When should you start doing Roth conversions?
When should you start doing Roth conversions?
3 months ago 0
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When should you start doing Roth conversions?
0
3 months ago
Pending
What are you really buying with “one more year”?
What are you really buying with “one more year”?
3 months ago 0
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What are you really buying with “one more year”?
0
3 months ago
Pending
Is Social Security going to run out?
Is Social Security going to run out?
3 months ago 0
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Is Social Security going to run out?
0
3 months ago
Pending
Work at SpaceX? Watch This Before your IPO
Work at SpaceX? Watch This Before your IPO
3 months ago 0
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Work at SpaceX? Watch This Before your IPO
0
3 months ago
Pending
Did you know this?
Did you know this?
3 months ago 0
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Did you know this?
0
3 months ago
Pending
Smart withdrawals can save you thousands!
Smart withdrawals can save you thousands!
3 months ago 0
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Smart withdrawals can save you thousands!
0
3 months ago
Pending
Which accounts do you have?
Which accounts do you have?
3 months ago 0
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Which accounts do you have?
0
3 months ago
Pending
You Need to Retire Early - Here's Why
You Need to Retire Early - Here's Why
3 months ago 0
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You Need to Retire Early - Here's Why
0
3 months ago
Pending
Will you collect at 62, 70, or somewhere in between?
Will you collect at 62, 70, or somewhere in between?
3 months ago 0
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Will you collect at 62, 70, or somewhere in between?
0
3 months ago
Pending
Plan for today's retirement, not yesterday's...
Plan for today's retirement, not yesterday's...
3 months ago 0
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Plan for today's retirement, not yesterday's...
0
3 months ago
Pending
If profit is your only goal, you’ll miss the best parts of the journey.
If profit is your only goal, you’ll miss the best parts of the journey.
3 months ago 0
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If profit is your only goal, you’ll miss the best parts of the journey.
0
3 months ago
Pending
I don’t think there are trillions of dollars forgotten in 401ks...
I don’t think there are trillions of dollars forgotten in 401ks...
3 months ago 0
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I don’t think there are trillions of dollars forgotten in 401ks...
0
3 months ago
Pending
You Can Retire… But You Might Not Like the Life You Built
You Can Retire… But You Might Not Like the Life You Built
3 months ago 0
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You Can Retire… But You Might Not Like the Life You Built
0
3 months ago
Pending
Root is an expression of the work I love doing!
Root is an expression of the work I love doing!
3 months ago 0
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Root is an expression of the work I love doing!
0
3 months ago
Pending
Are your investments in tax-efficient locations?
Are your investments in tax-efficient locations?
3 months ago 0
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Are your investments in tax-efficient locations?
0
3 months ago
Pending
Three simple levers can reduce future RMD stress...
Three simple levers can reduce future RMD stress...
3 months ago 0
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Three simple levers can reduce future RMD stress...
0
3 months ago
Pending
I’ve Never Seen So Many Retirees Make This Same Mistake
I’ve Never Seen So Many Retirees Make This Same Mistake
3 months ago 0
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I’ve Never Seen So Many Retirees Make This Same Mistake
0
3 months ago
Pending
How many non-work friends do you have?
How many non-work friends do you have?
3 months ago 0
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How many non-work friends do you have?
0
3 months ago
Pending
Smart planning today could mean more tax-free income later.
Smart planning today could mean more tax-free income later.
3 months ago 0
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Smart planning today could mean more tax-free income later.
0
3 months ago
Pending
Blind ranking retirement accounts.
Blind ranking retirement accounts.
4 months ago 0
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Blind ranking retirement accounts.
0
4 months ago
Pending
What's your Tuesday plan?
What's your Tuesday plan?
4 months ago 0
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What's your Tuesday plan?
0
4 months ago
Pending
This Is What a $10M Retirement Actually Looks Like
This Is What a $10M Retirement Actually Looks Like
4 months ago 0
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This Is What a $10M Retirement Actually Looks Like
0
4 months ago
Pending
01 03 26   JRF   JC GV5 BJ11 44RF SHRT
01 03 26 JRF JC GV5 BJ11 44RF SHRT
4 months ago 0
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01 03 26 JRF JC GV5 BJ11 44RF SHRT
0
4 months ago
Pending
What percentage are you holding in cash right now?
What percentage are you holding in cash right now?
4 months ago 0
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What percentage are you holding in cash right now?
0
4 months ago
Pending
How much do you need to spend 10,000 a month in retirement?
How much do you need to spend 10,000 a month in retirement?
1 week ago 0 No captions
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How much do you need to spend 10,000 a month in retirement?
0
1 week ago
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The Most Dangerous Day Of Your Retirement
The Most Dangerous Day Of Your Retirement
1 week ago 0 No captions
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The Most Dangerous Day Of Your Retirement
0
1 week ago
No captions
You Don’t Need a Financial Advisor… Until You Do (Here’s When)
You Don’t Need a Financial Advisor… Until You Do (Here’s When)
1 week ago 0 No captions
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You Don’t Need a Financial Advisor… Until You Do (Here’s When)
0
1 week ago
No captions
What's The Best State to Retire In?
What's The Best State to Retire In?
1 week ago 0 No captions
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What's The Best State to Retire In?
0
1 week ago
No captions
You Don't Have 30 Years Of Retirement
You Don't Have 30 Years Of Retirement
2 weeks ago 0 No captions
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You Don't Have 30 Years Of Retirement
0
2 weeks ago
No captions
Are you using the right accounts in retirement?
Are you using the right accounts in retirement?
2 weeks ago 0 No captions
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Are you using the right accounts in retirement?
0
2 weeks ago
No captions
Your HSA is the most powerful tax account you have...
Your HSA is the most powerful tax account you have...
2 weeks ago 0 No captions
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Your HSA is the most powerful tax account you have...
0
2 weeks ago
No captions
Stop Overfunding Your 401(k). Do This Instead
Stop Overfunding Your 401(k). Do This Instead
2 weeks ago 0 No captions
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Stop Overfunding Your 401(k). Do This Instead
0
2 weeks ago
No captions
Where to pull from first in retirement.
Where to pull from first in retirement.
2 weeks ago 0 No captions
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Where to pull from first in retirement.
0
2 weeks ago
No captions
Why Retiring at 55 is Better than 65 (The "3x" Rule)
Why Retiring at 55 is Better than 65 (The "3x" Rule)
2 months ago 0 No captions
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Why Retiring at 55 is Better than 65 (The "3x" Rule)
0
2 months ago
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