Podcast Episodes
Back to SearchHow Ari & James Met - Here's How Root Was Founded
Episode 114
Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special …
1 year, 8 months ago
3 Easy Steps For Happiness In Retirement
Episode 213
Could the key to a happy retirement be more than just financial security?
Discover the often-overlooked emotional and psychological dimensions of ear…
1 year, 8 months ago
STOP! Consider THIS Before Doing a Roth Conversion
Episode 212
Too many people think a Roth conversion will fix all of their problems.
Surgery can be great, but not always necessary.
Our conversation takes a deep…
1 year, 8 months ago
8 Tax Strategies To Consider Before Year-End
Episode 211
Tax Strategies Before Year-End -> Consider These 8!
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clie…
1 year, 8 months ago
This Is The Danger Of Working One More Year: Goalpost Planning
Episode 210
Have you ever told yourself:
"I'm going to retire, but just one more year because markets are notdoing well"
"Once I hit $2M I'll retire, I mean it”
"No…
1 year, 8 months ago
5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have)
Episode 209
Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped…
1 year, 9 months ago
How To Discuss Inheritance With Your Parents (with James)
Episode 208
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.…
1 year, 9 months ago
5 Fun Activities Often Overlooked In Retirement
Episode 207
What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly …
1 year, 9 months ago
Special Announcement - NEW SHOW!
Episode 206
New show starting November 14th with James Conole!
Option 1 - Early Retirement Academy
Option 2 - Email ari@rootfinancialpartners.com "Waitlist"
Option …
1 year, 9 months ago
How Much Do I Need To Spend $25k/Month In Retirement?
Episode 205
Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Ret…
1 year, 9 months ago