Podcast Episodes
Back to SearchYou Want To Retire By 55. Here's 5 Things You Need To Know.
Episode 290
Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last pay…
2 months ago
The Shocking Reason Most People Work Past 60
Episode 289
Retirement doesn’t come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when …
2 months, 1 week ago
James Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
Episode 288
What if the “smart” money choice isn’t the choice that builds your best life?
This Root Talks episode starts with a bucket-list moment for James—throw…
2 months, 1 week ago
Why Only 3% of US Retirees Have Over $1M
Episode 287
Most headlines shout that you need millions to retire comfortably. The truth? It depends on you.
Ari breaks down what “enough” really means, and how …
2 months, 2 weeks ago
Here's How Your Spending Will Change Throughout Retirement (The Retirement Smile)
Episode 286
Feeling like “flat” retirement spending plans don’t match real life? You’re not imagining it. Spending typically follows a retirement smile: higher i…
2 months, 3 weeks ago
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
Episode 285
What if the next 10 years bring just 3% returns from the S&P 500?
In this episode, we turn that forecast into a real-world retirement plan—not panic. …
2 months, 3 weeks ago
How To Save On Healthcare In 2026 (If Retired)
Episode 284
Feeling like healthcare makes early retirement impossible? It’s a common belief, but often fixable with thoughtful income planning. Premium tax credi…
2 months, 4 weeks ago
Here's Exactly How To Withdraw From A 401(k)/IRA To Live In Retirement
Episode 282
Feeling anxious about taking money from your retirement accounts? You’re not alone. That first withdrawal feels odd after decades of saving, but a cl…
3 months ago
A Beginner's Guide To Roth Conversions
Episode 281
Are you overthinking your Roth conversion strategy? While Roth conversions can be powerful, not every retiree needs them. In this video, you’ll learn…
3 months, 1 week ago
The Cliché Advice You Should Finally Pay Attention To
Episode 280
We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want. Easy to dismiss, right? But …
3 months, 2 weeks ago