Podcast Episodes
Back to SearchWhy 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 …
6 months, 3 weeks 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 he…
6 months, 3 weeks ago
How To Pay 0% Taxes On $120k+ Of Retirement Income
Episode 259
Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In th…
7 months ago
This Is What Financial Planning Really Changes
Episode 258
What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clie…
7 months, 1 week ago
Why $1.5M Is Enough To Retire If You Want To Spend Like This
Episode 257
You don’t need $2 to $3 million to retire unless your lifestyle truly requires it. In this episode, we break down why your retirement number should b…
7 months, 1 week ago
5 Expenses To Cut to Reach Financial Independence (and 3 NOT to)
Episode 256
Retiring early doesn’t mean cutting out everything you love, it means being intentional about what truly adds value to your life. In this episode of …
7 months, 2 weeks ago
Ready to Retire? Here's How to Tell Your Company │ Root Talks
Episode 255
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends …
7 months, 3 weeks ago
The 4% Rule: Is It Still the Key to Early Retirement in 2025?
Episode 254
The 4% withdrawal rule does not apply to early retirees since it's based on a 30-year timeline, not the 40+ years needed for early retirement. Guyton…
7 months, 3 weeks ago
Here's 5 Portfolio Changes To Create More Income In Retirement
Episode 253
Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and i…
8 months ago
The Surprising Regrets of Wealthy Retirees | Root Talks
Episode 252
Retired with millions—but full of regret?
In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who…
8 months ago