Podcast Episodes
Back to SearchYour Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
Episode 331
Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari…
4 months, 2 weeks ago
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
Episode 330
What if the next 10 years bring just 3% returns from the S&P 500?
In this episode, we turn that forecast into a real-world retirement plan—not panic. …
4 months, 2 weeks ago
3 Investments That Should Never Go In Your Retirement Portfolio
Episode 329
Think your retirement’s safer with a little gold, a favorite stock, and a home full of equity? Time for a reality check. In this episode, we put thre…
4 months, 3 weeks ago
We're 62 with $2M: Retire Now or Wait?
Episode 328
The real question isn’t “Can we retire?”, it’s “On how much, and when do the big costs fade so our savings can breathe?”
In this episode, James walks …
4 months, 3 weeks ago
10 Ways Retirement Has Completely Changed in 30 Years
Episode 326
Forget the gold watch and glide path to the couch. Retirement has been rewritten. In this episode, James walks through the 10 biggest shifts redefini…
5 months ago
$10M+ Net Worth Case Study: What to Do First
Episode 325
What if the real financial risk isn’t running out of money, but running out of time to use it well? In this episode, listen as James and Ari unpack a…
5 months ago
The 3 Worst Retirement Mistakes I See All the Time
Episode 324
Think your tax bill disappears in retirement? Think again. It may drop for a few quiet years, until RMDs, Social Security taxation, and Medicare IRMA…
5 months, 1 week ago
The BEST Retirement Advice (From 909 Real Retirees)
Episode 323
What if the riskiest move isn’t retiring too early, but waiting so long your best years pass by? This episode unpacks the real regrets of 909 retiree…
5 months, 1 week ago
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 t…
5 months, 1 week 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 …
5 months, 2 weeks ago