Podcast Episodes

How to Know You’ve Found the Right Financial Advisor │ Root Talks

Episode 277

What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, …

Published on 1 month, 2 weeks ago

This Is What The Average Retiree Spends In Retirement

Episode 276

Are you working longer than you need to because of a retirement planning mistake? One of the biggest misconceptions is assuming you will spend the same amount every year in retirement. The reality is…

Published on 1 month, 3 weeks ago

10 Questions To Ask Your Spouse So They Are Excited For Retirement

Episode 275

Struggling to get your spouse involved in retirement planning?

You are not alone. Many financially-minded partners lose their spouse’s attention by jumping straight into 401(k) allocations or tax stra…

Published on 1 month, 4 weeks ago

Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks

Episode 274

What happens when growth changes a company?

We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made …

Published on 2 months ago

What's The Average 401(k) Balance At My Age? Am I On Track?

Episode 273

Think you know how much people save for retirement?

The median American over 65 has just $100,000 saved, yet the average household spends $57,000 a year in retirement, with $20,000 going to housing al…

Published on 2 months ago

4 Massive Reasons You'll Wish You Retired Earlier

Episode 272

Early retirement is about more than money

Science shows there are compelling reasons to retire sooner than most people think. The UK’s Whitehall 2 study found that retiring at 60 lowers the risk of ch…

Published on 2 months, 1 week ago

The Hidden Cost of Financial Optimization (And How to Avoid It)

Episode 271

What if the “financially optimal” choice doesn’t actually lead to your best life?

This conversation explores the balance between optimizing money and optimizing happiness. We break down the Five Types…

Published on 2 months, 2 weeks ago

I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?

Episode 270

Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilling work that pays less, but adds purpose to their …

Published on 2 months, 2 weeks ago

FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools (Part 2)

Estate planning isn’t fun to think about, but skipping it can cost loved ones time, stress, and money. In this week's episode, Ari breaks down the essentials so you can take action with confidence.

Le…

Published on 2 months, 3 weeks ago

Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks

Episode 269

Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan i…

Published on 2 months, 4 weeks ago