Podcast Episodes
Back to SearchRoot Talks: How to Overcome the Scarcity Mindset and Start Spending in Retirement
Episode 270
You’ve worked hard, built wealth, and reached financial security… so why is it still so hard to spend? In this episode, we dive into the unexpected c…
1 year ago
Retire Now If you Answer "Yes" to These 5 Questions
Episode 269
Retirement isn’t just about the numbers—it’s about time, health, and the life you want to live. Too many people delay retirement, chasing "one more b…
1 year ago
Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts?
Episode 268
In this episode, we're talking about the importance of a strategic withdrawal plan in retirement to keep taxes in check and set you up for long-term …
1 year, 1 month ago
The Most Important Thing You Can Do For Your Financial Plan
Episode 267
James challenges the idea that financial security comes from always having more—more savings, more income, more investments. Studies show that no mat…
1 year, 1 month ago
Root Talks: What Does Vanguard Say About Financial Advisors?
Episode 266
Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, …
1 year, 1 month ago
No Taxes on Social Security? Here’s What Trump’s Plan Means for You
Episode 265
For nearly 50 years after Social Security's inception in 1935, benefits were not subject to federal income taxes. That changed in 1983 when Congress …
1 year, 1 month ago
Root Talks: Introducing the New Root Retirement Community
Episode 264
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 …
1 year, 1 month ago
5 Advanced Social Security Strategies to Maximize Your Retirement Income
Episode 263
To maximize your Social Security benefits in retirement, it’s essential to understand five key limits and thresholds:
✅ Earnings Limit: If you start S…
1 year, 1 month ago
Root Talks: How Do We Approach Team Building?
Episode 262
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…
1 year, 1 month ago
Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO
Episode 261
The Social Security Fairness Act, signed into law on January 5 by former President Joe Biden, repeals the Windfall Elimination Provision (WEP) and Go…
1 year, 1 month ago