Podcast Episodes

Here's When A Will Is Sufficient And Trust Isn't Necessary (Part 1)

Episode 269

Estate planning doesn’t have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of min…

Published on 3 months ago

Why I Love Retirement Planning At 29 Years Old

Episode 268

What does soccer have to do with retirement? A lot more than you'd think. As a 5'5" former college soccer player turned financial advisor, I’ve learned it’s not about brute strength. It’s about smart…

Published on 3 months, 1 week ago

How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)

Episode 267

The hardest part of retirement isn’t always financial, it’s psychological. For many, stepping away from work isn’t a light switch, but a dimmer that adjusts over time. This episode of Root Talks unpa…

Published on 3 months, 1 week ago

5 Surprising Statistics That Will Make You Want To Retire Early

Episode 266

Ready to feel more motivated about retiring early? These five research-backed stats reveal how early retirement can positively impact everything from health to relationships—and might be the nudge yo…

Published on 3 months, 2 weeks ago

Here's How To Plan For Social Security If You Retire Early

Episode 265

Too many people delay retirement just to boost their Social Security benefits, often at the cost of time, energy, and joy. But at Root, we believe retirement planning should be about more than just m…

Published on 3 months, 3 weeks ago

DIY vs. Financial Advisor: How to Know When It’s Time to Get Help

Episode 264

If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why the decisi…

Published on 3 months, 3 weeks ago

The Not-So-Obvious Reason To Retire Early

Episode 263

We often focus on the fear of running out of money in retirement—but what if the bigger risk is running out of health before you can enjoy it? After watching The Amazing Race, I was reminded of a cli…

Published on 3 months, 4 weeks ago

Why Retire Early? History Of The Podcast

Episode 262

What if work became a choice, not a requirement?

The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Wh…

Published on 4 months, 1 week ago

Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan

Episode 261

You’ve probably heard that maxing out your 401(k) and IRA is the smartest move you can make. But for many investors, that strategy alone may lead to a surprising challenge: becoming "qualified rich, …

Published on 4 months, 1 week ago

How to Calculate Your EXACT Early Retirement Number (Simple Formula)

Episode 260

Retirement doesn’t come down to a magic number, it comes down to your number. In this episode, we walk through a simple, personalized framework to help you understand when you can truly retire, based…

Published on 4 months, 2 weeks ago