Podcast Episodes
Back to SearchStep-by-Step Guide To Withdrawing Retirement Income
Episode 232
This episode explores essential strategies for effective retirement withdrawals, emphasizing the importance of minimizing tax liabilities while maxim…
11 months, 1 week ago
The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?)
Episode 231
The episode explores the intersection of financial decisions and emotional well-being through personal stories. It addresses the dilemma between payi…
11 months, 2 weeks ago
How Do We Build The Best Team In The Financial Industry?
Episode 229
Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the fi…
11 months, 2 weeks ago
How Does Root Differ From Traditional Financial Firms?
Episode 230
In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles lik…
11 months, 2 weeks ago
Root's New Community Is Coming! (EXCITING UPDATE)
Episode 228
Join the new Root Collective HERE!
Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new …
11 months, 2 weeks ago
How Much Should I Be Saving To Retire Early?
Episode 227
Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and inve…
11 months, 3 weeks ago
A Complete Guide To Long-Term Care
Episode 226
Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and con…
11 months, 4 weeks ago
You Don't Need A Tax Preparer. You Need A Tax Planner.
Episode 225
This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant…
1 year ago
Behind The Scenes At Root: A Deep Dive Into Our Business
Episode 224
We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for cli…
1 year ago
How Many Investment Firms Should I Split My Money Between?
Episode 225
This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts em…
1 year ago