Podcast Episodes
Back to SearchBehind The Scenes At Root: A Deep Dive Into Our Business
Episode 224
We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for cli…
1 year, 7 months ago
How Many Investment Firms Should I Split My Money Between?
Episode 225
This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts em…
1 year, 7 months ago
Here's How To Live A Retirement Without Anxiety
Episode 226
Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore …
1 year, 7 months ago
7 Steps To Check Off Before Retiring Early
Episode 223
Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From u…
1 year, 7 months ago
How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK!
Episode 221
Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire c…
1 year, 7 months ago
You Won't Believe How This Couple Retired Early With $500k+
Episode 219
Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being…
1 year, 7 months ago
Here's How To Decide When To Turn On Social Security
Episode 218
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductio…
1 year, 7 months ago
How Do I Invest To Create The Most Income In Retirement?
Episode 217
When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirem…
1 year, 8 months ago
How Do I Know When I Can Retire Early (Not Work Forever)?
Episode 216
Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY!
Join us as we unpack t…
1 year, 8 months ago
Here's Why You Shouldn't Worry Regardless Of Who Is In Office
Episode 215
This episode should decrease your worries - using statistics (not opinions).
Join me as we tackle common worries related to politics and retirement pl…
1 year, 8 months ago