Podcast Episodes
Back to SearchA 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…
10 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 …
10 months, 2 weeks ago
7 Benefits Of Brokerage Accounts (Superhero)
Episode 279
Forget everything you thought you knew about retirement planning. While 401(k)s and IRAs get most of the spotlight, brokerage accounts can be a power…
10 months, 2 weeks ago
6 Surprising Statistics About Wealthy Retirees
Episode 278
Retirement anxiety does not discriminate based on wealth. Even multi-million-dollar portfolios are not immune to the fear of running out of money. Th…
10 months, 3 weeks ago
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 buildi…
11 months 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 sa…
11 months 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 ju…
11 months, 1 week 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 lo…
11 months, 2 weeks 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 ye…
11 months, 2 weeks 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 stu…
11 months, 3 weeks ago