Podcast Episodes
Back to SearchRetire in Style: The 4 States That Offer the Best Bang for Your Buck
Episode 235
This episode guides listeners through the process of selecting the ideal state for retirement, weighing financial incentives against personal happine…
1 year, 5 months ago
Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)
Episode 233
The episode sheds light on the importance of personalized retirement planning, especially for those with guaranteed income sources like pensions. Lis…
1 year, 6 months ago
Step-by-Step Guide To Withdrawing Retirement Income
Episode 232
This episode explores essential strategies for effective retirement withdrawals, emphasizing the importance of minimizing tax liabilities while maxim…
1 year, 6 months ago
The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?)
Episode 231
The episode explores the intersection of financial decisions and emotional well-being through personal stories. It addresses the dilemma between payi…
1 year, 6 months ago
How Do We Build The Best Team In The Financial Industry?
Episode 229
Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the fi…
1 year, 6 months ago
How Does Root Differ From Traditional Financial Firms?
Episode 230
In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles lik…
1 year, 6 months ago
Root's New Community Is Coming! (EXCITING UPDATE)
Episode 228
Join the new Root Collective HERE!
Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new …
1 year, 6 months ago
How Much Should I Be Saving To Retire Early?
Episode 227
Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and inve…
1 year, 6 months ago
A Complete Guide To Long-Term Care
Episode 226
Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and con…
1 year, 6 months ago
You Don't Need A Tax Preparer. You Need A Tax Planner.
Episode 225
This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant…
1 year, 7 months ago