Podcast Episodes
Back to SearchHere's What Your Retirement Strategy Should Look Like with an $8M Portfolio
Episode 250
Here’s the thing: retirement isn’t just about hitting a magic number—it’s about understanding what you actually want out of your life once work is no…
1 year, 3 months ago
Top 5 Most Avoidable Retirement Mistakes
Episode 249
James breaks down five common retirement mistakes and how to avoid them for a secure and fulfilling future:
Spending Wrong: Overspending risks running…1 year, 3 months ago
Root Financial's Backstory: How and Why the Company Was Founded
Episode 248
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginni…
1 year, 3 months ago
Unconventional Retirement Strategy: How to Save Less AND Retire with More
Episode 247
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing f…
1 year, 3 months ago
STOP! Why You Shouldn't Do a Roth Conversion
Episode 246
Roth conversions are almost a buzzword today, with many people jumping into them like they’re a guaranteed fix for tax worries—much like rushing into…
1 year, 3 months ago
This is the Biggest Way People Waste Money in Retirement
Episode 245
Meet Sarah—a retiree with a multi-million-dollar portfolio, no mortgage, and all her income needs covered by Social Security. Yet, she hesitates to f…
1 year, 3 months ago
The Downside of Working "Just One More Year"
Episode 244
Are you delaying retirement, working for "just one more year" to feel ready? In this episode, Ari and James dive into goalpost planning—the tendency …
1 year, 3 months ago
How Soon Before Retirement Should You Adjust Your Portfolio?
Episode 243
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as retirement nears—a crucial step for balancing growth…
1 year, 3 months ago
Here's How To Discuss Money Effectively With Your Parents
Episode 242
Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast ser…
1 year, 4 months ago
7 Things You Need to Know About Roth IRAs to Maximize Tax-Free Income
Episode 241
Roth IRAs offer great tax-free income benefits, but to make the most of them in retirement, here are seven things you need to know:
1 year, 4 months ago