Podcast Episodes
Back to SearchWhy The Biggest Risk To Retiring Early Is Not What You Think
Episode 251
Even when the financial plan indicates you're on track, many people experience anxiety—especially between ages 50 and 65, before traditional retireme…
8 months, 1 week ago
Avoid These 6 Common Mistakes When Retiring Early
Episode 249
In this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long…
8 months, 2 weeks ago
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
Episode 250
Many great savers struggle to switch gears once they retire—unsure how to spend with confidence after decades of discipline. James and Ari reflect on…
8 months, 2 weeks ago
Why More People Are Retiring Early Today Than Ever Before
Episode 248
More Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning.
• COVID-19 acceler…
8 months, 3 weeks ago
4 Tax Strategies To Consider This Year
Episode 247
Tax strategy is the most overlooked aspect of financial planning, yet it could save you thousands over your lifetime by minimizing your total tax bur…
8 months, 4 weeks ago
Root Talks: How Does The Advisory Team Structure Work at Root?
Episode 246
What actually happens when you work with a financial advisor? At Root Financial, we've built a carefully structured team model to ensure every client…
9 months ago
Why It's Natural To Be Worried To Retire (And What To Do About It)
Episode 245
Retirement anxiety is normal and healthy, even for people with solid financial plans—it shows you're taking your future seriously and want to make th…
9 months ago
Healthcare Analysis: How We Save Our Clients Thousands Before Medicare Begins
Episode 244
Healthcare costs shouldn't stop you from retiring early, especially when strategic planning can reduce those expenses from $1,000+ to as little as $5…
9 months, 1 week ago
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
Episode 243
You've run the numbers. You have enough saved. Your spreadsheet says you can retire comfortably. So why can't you pull the trigger and leave your hig…
9 months, 2 weeks ago
How Much Should I Have In Bonds/Cash/etc. In Retirement?
Episode 242
We explore how much safe money you should maintain throughout retirement for financial security and peace of mind without sacrificing long-term growt…
9 months, 2 weeks ago