Podcast Episodes
Back to SearchHere's 5 Portfolio Changes To Create More Income In Retirement
Episode 253
Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and i…
1 year, 2 months ago
The Surprising Regrets of Wealthy Retirees | Root Talks
Episode 252
Retired with millions—but full of regret?
In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who…
1 year, 3 months ago
Why 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…
1 year, 3 months 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…
1 year, 3 months 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…
1 year, 3 months 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…
1 year, 3 months 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…
1 year, 3 months 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…
1 year, 4 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…
1 year, 4 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…
1 year, 4 months ago