Podcast Episodes
Back to SearchThe Hidden Cost of Financial Optimization (And How to Avoid It)
Episode 271
What if the “financially optimal” choice doesn’t actually lead to your best life?
This conversation explores the balance between optimizing money and …
11 months, 4 weeks ago
I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?
Episode 270
Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilli…
1 year ago
FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools (Part 2)
Estate planning isn’t fun to think about, but skipping it can cost loved ones time, stress, and money. In this week's episode, Ari breaks down the es…
1 year ago
Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
Episode 269
Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and …
1 year ago
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…
1 year 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 learn…
1 year 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 …
1 year 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…
1 year 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 re…
1 year, 1 month 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…
1 year, 1 month ago