Podcast Episodes
Back to SearchRoot Talks: How to Get Past the Fear of Retiring Even When You Have Enough
Episode 243
You've run the numbers. You have enough saved. Your spreadsheet says you can retire comfortably. So why can't you pull the trigger and leave your hig…
1 year, 4 months ago
How Much Should I Have In Bonds/Cash/etc. In Retirement?
Episode 242
We explore how much safe money you should maintain throughout retirement for financial security and peace of mind without sacrificing long-term growt…
1 year, 4 months ago
My Biggest Recommendation Before You Retire - Please Do This
Episode 241
Dreaming big and being intentional about planning for retirement can be the difference between merely surviving and truly thriving in your post-work …
1 year, 4 months ago
Root Talks: How We Plan When Markets Are Volatile
James and Ari tackle a great question from the Root Collective: How do you keep things fun when markets—or life—get tough? They break down why “fun” …
1 year, 4 months ago
How To Instill Financial Values In Children
Episode 241
Financial literacy starts at home, but teaching kids can be challenging when they develop an abundance mindset and spend everything they make. We exp…
1 year, 5 months ago
The One Reason Everyone Delays Their Retirement
Episode 240
Fear of retirement often arises from the head trash that clouds decision-making and prevents individuals from taking action. Understanding the valid …
1 year, 5 months ago
How To Plan For Big One-Time Expenses Before You Retire
Episode 239
This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. …
1 year, 5 months ago
How To Remove "Headtrash" and Spend In Retirement Without Worrying
Episode 237
The podcast explores the complexities of the scarcity mindset in individuals, specifically highlighting the challenges associated with spending even …
1 year, 5 months ago
Behind The Scenes At Root: How Do We Select Our Advisors?
Episode 238
Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Finan…
1 year, 5 months ago
5 Questions To Ask When Interviewing A Financial Advisor
Episode 236
A clear understanding of how to select the right financial advisor can simplify your journey toward financial success. We discuss five essential ques…
1 year, 5 months ago