Podcast Episodes
Back to SearchMy Biggest Recommendation Before You Retire - Please Do This
Episode 241
Dreaming big and being intentional about planning for retirement can be the difference between merely surviving and truly thriving in your post-work …
9 months, 3 weeks ago
Root Talks: How We Plan When Markets Are Volatile
James and Ari tackle a great question from the Root Collective: How do you keep things fun when markets—or life—get tough? They break down why “fun” …
9 months, 4 weeks ago
How To Instill Financial Values In Children
Episode 241
Financial literacy starts at home, but teaching kids can be challenging when they develop an abundance mindset and spend everything they make. We exp…
10 months ago
The One Reason Everyone Delays Their Retirement
Episode 240
Fear of retirement often arises from the head trash that clouds decision-making and prevents individuals from taking action. Understanding the valid …
10 months, 1 week ago
How To Plan For Big One-Time Expenses Before You Retire
Episode 239
This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. …
10 months, 1 week ago
How To Remove "Headtrash" and Spend In Retirement Without Worrying
Episode 237
The podcast explores the complexities of the scarcity mindset in individuals, specifically highlighting the challenges associated with spending even …
10 months, 2 weeks ago
Behind The Scenes At Root: How Do We Select Our Advisors?
Episode 238
Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Finan…
10 months, 2 weeks ago
5 Questions To Ask When Interviewing A Financial Advisor
Episode 236
A clear understanding of how to select the right financial advisor can simplify your journey toward financial success. We discuss five essential ques…
10 months, 2 weeks ago
Retire in Style: The 4 States That Offer the Best Bang for Your Buck
Episode 235
This episode guides listeners through the process of selecting the ideal state for retirement, weighing financial incentives against personal happine…
10 months, 3 weeks ago
Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)
Episode 233
The episode sheds light on the importance of personalized retirement planning, especially for those with guaranteed income sources like pensions. Lis…
11 months ago