Podcast Episodes
Back to SearchAdvice 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: t…
5 months, 2 weeks 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 ta…
5 months, 2 weeks 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 t…
5 months, 3 weeks 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 buildi…
5 months, 3 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 retir…
5 months, 3 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 inv…
6 months 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 thei…
6 months 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 …
6 months ago
Retiring at 65 Might Be Too Late (Here’s Why)
Episode 312
Most retirement plans focus on money alone, but the equation is incomplete without factoring in healthspan. Lifespan is how long someone lives, but h…
6 months, 1 week ago
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
Episode 311
What happens when growth changes a company?
We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lo…
6 months, 1 week ago