Podcast Episodes

The Cliché Advice You Should Finally Pay Attention To

Episode 322

We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want.

Easy to dismiss, right? But the truth is, those sayings stick around for a reas…

Published on 1 month ago

5 Signs You Should Fire Your Financial Advisor

Episode 321

Most people stay with the wrong financial advisor far too long: out of loyalty, inertia, or fear of starting over. But the cost of sticking with the wrong person can be measured in dollars, stress, a…

Published on 1 month ago

Advice from Retirees: What They Wish They Knew in Their 50s

Episode 320

Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your …

Published on 1 month ago

Roth vs. Traditional IRA – Which One Really Saves You More?

Episode 319

Is a Roth IRA really better than a traditional IRA? The truth is... it depends on your tax situation. In this video, you’ll learn why your current tax bracket versus your retirement tax bracket shoul…

Published on 1 month, 1 week ago

You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It)

Episode 318

Financial planning’s most famous guideline just got an upgrade. In this exclusive interview, James speaks with Bill Bengen—the MIT-trained engineer turned financial advisor who created the 4% rule—ab…

Published on 1 month, 1 week ago

How to Know You’ve Found the Right Financial Advisor │ Root Talks

Episode 317

What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, …

Published on 1 month, 2 weeks ago

What’s the Smartest Investment Mix for Retirees Right Now?

Episode 316

Navigating market volatility in retirement requires more than the traditional 60/40 portfolio. This episode explores three critical risks every retiree must address to maintain financial security thr…

Published on 1 month, 2 weeks ago

The Real Reason Most People Struggle in Retirement (It’s Not Money)

Episode 315

Retirement planning is often framed as a numbers game where you can get lost in focusing on maximizing your 401(k), minimizing taxes, and chasing investment returns. But financial security alone does…

Published on 1 month, 2 weeks ago

How Much Can I Spend In Retirement with a $2 Million Portfolio?

Episode 314

A retirement story that challenges everything you thought you knew about what’s possible in your golden years.

Meet Michael and Lisa: a couple in their early sixties with $2 million saved who are worr…

Published on 1 month, 2 weeks ago

Top 5 Social Security Secrets Every 60-Year-Old Needs to Know

Episode 313

The hidden complexities of Social Security could cost retirees tens of thousands over a lifetime. While it may seem like a simple income source, the right strategy can dramatically improve your finan…

Published on 1 month, 3 weeks ago