Podcast Episodes
Back to SearchReady to Retire? Here's How to Tell Your Company │ Root Talks
Episode 289
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends …
9 months, 2 weeks ago
How Much Can We Expect to Spend in Retirement with a $4M Portfolio?
Episode 288
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their f…
9 months, 2 weeks ago
Social Security at 62 vs 67 vs 70: When should you start claiming your benefits?
Episode 287
Deciding when to start your Social Security benefits might be the single most consequential financial decision of your retirement journey. Should you…
9 months, 3 weeks ago
The Surprising Regrets of Wealthy Retirees | Root Talks
Episode 286
Retired with millions—but full of regret?
In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who…
10 months ago
We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?
Episode 285
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through…
10 months ago
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
Episode 284
Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk through what it lo…
10 months, 2 weeks ago
The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now
Episode 283
Health Savings Accounts (HSAs) don’t get much attention—but they should. With triple tax advantages (tax-free contributions, growth, and qualified wi…
10 months, 2 weeks ago
When is the Best Time to Realize Gains in my Investment Account?
Episode 282
If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I wa…
10 months, 3 weeks ago
Root Talks: How Does the Advisory Team Structure Work at Root?
Episode 282
What actually goes into creating a world-class client experience at Root? We're walking through the structure behind Root's advisory team—and how we …
10 months, 3 weeks ago
How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount)
Episode 281
Wondering if you can retire at 60 with $2 million? In this episode, I walk you through a simple, 3-step process to figure out exactly how much you ne…
11 months ago