Podcast Episodes
Back to SearchHow to Avoid the Widow’s Tax (Before It’s Too Late)
Episode 310
When one spouse passes away, the survivor often faces what is known as the “widow’s tax.” It is not an official IRS tax, but the impact of moving fro…
6 months, 1 week ago
They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers
Episode 309
Redefining retirement with purpose and adventure
John and Bev retired at 55, sold almost everything, and traded their dream home for two backpacks, go…
6 months, 2 weeks ago
The Hidden Cost of Financial Optimization (And How to Avoid It)
Episode 308
What if the “financially optimal” choice doesn’t actually lead to your best life?
This conversation explores the balance between optimizing money and …
6 months, 3 weeks ago
When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring
Episode 307
When the numbers say you can retire, but you can’t step away.
Many people with the financial means to retire keep working, telling themselves one mor…
6 months, 3 weeks ago
Here's How Early Retirement Will Impact Your Social Security Benefit
Episode 306
Thinking about retiring early and worried it might hurt your Social Security benefits? Good news: it probably won’t.
A common myth is that you have to…
7 months ago
Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
Episode 305
Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and …
7 months, 1 week ago
Can You Retire Without $1 Million? The Truth Might Surprise You
Episode 304
Forget the myth that you need a million dollars to retire. What really matters is creating sustainable cash flow—not hitting a magic number.
Retiremen…
7 months, 1 week ago
The #1 Way to Ruin Your Retirement (Most People Do This)
Episode 303
Can a children’s poem change how you think about retirement? In this episode, we unpack the hidden wisdom in Shel Silverstein’s “Smart” and how it re…
7 months, 2 weeks ago
How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)
Episode 302
The hardest part of retirement isn’t always financial, it’s psychological. For many, stepping away from work isn’t a light switch, but a dimmer that …
7 months, 2 weeks ago
This Is Why Financially Ready People Struggle to Retire
Episode 300
Even with a strong financial plan in place, many professionals find themselves hesitating at the retirement decision—stuck in the cycle of “just one …
7 months, 3 weeks ago