Podcast Episodes
Back to SearchWhat Should You Do With Your 401k When You Retire?
Episode 299
Your 401(k) is likely your largest retirement asset—so the decisions made about it can have a lasting impact. This episode explores the pros and cons…
8 months ago
DIY vs. Financial Advisor: How to Know When It’s Time to Get Help │ Root Talks
Episode 298
If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons…
8 months ago
5 Signs It’s Time to Retire - Right Now
Episode 297
At 90 years old, will you remember that final bonus or the time you didn’t spend with the people you love? This powerful question reframes how we thi…
8 months, 1 week ago
Watch Me Stress Test a $1 Million Retirement Plan
Episode 296
A seven-figure portfolio can feel like a green light for retirement—but the numbers don’t always tell the full story. In one case study, a couple wit…
8 months, 2 weeks ago
Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
Episode 295
Retirement accounts like 401(k)s and IRAs often get all the attention, but there’s another tool that can play a powerful role in your long-term strat…
8 months, 2 weeks ago
5 Things Retirees Regret - And What You Still Have Time to Get Right
Episode 294
After working with hundreds of people navigating retirement, we’ve seen a clear pattern: the biggest regrets aren’t about money. They’re about meanin…
8 months, 2 weeks ago
Stop Worrying About Running Out of Money: Here's What You Need to Do
Episode 293
The biggest question I hear from people planning for retirement is this: Am I going to run out of money before I run out of life? But here’s the thin…
8 months, 3 weeks ago
This Is What Financial Planning Really Changes
Episode 292
What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clie…
9 months ago
How Much Do You Need to Retire on $10K a Month?
Episode 291
If your goal is to spend $10,000 a month in retirement, how much do you really need saved? The answer isn’t as simple—or as overwhelming—as it might …
9 months ago
I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
Episode 290
Retirement planning isn’t about chasing numbers, it’s about building a life with intention.
The Sequoia System helps you get clear on what matters mos…
9 months, 1 week ago