Podcast Episodes
Back to SearchMaximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account
Episode 280
Want to pay less in taxes during retirement? You actually have more control over your tax rate than you might think. James breaks down how different …
11 months, 1 week ago
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
Episode 279
Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready to leave behind the structure, identity, and comf…
11 months, 1 week ago
The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans
Episode 278
Many retirees focus on achieving a high Monte Carlo “probability of success” in retirement—but is chasing a 99% success rate always the best move? In…
11 months, 2 weeks ago
Why many retirees REGRET relying on Social Security Income
Episode 277
Relying too much on Social Security? You’re not alone—over 40% of retirees count on it for at least half their income. But that safety net has some m…
11 months, 2 weeks ago
Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
Episode 276
How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being…
11 months, 3 weeks ago
9 Things To STOP DOING After 60
Episode 275
If you're over 60, it's time to stop certain habits that may be holding you back from fully enjoying your retirement. In this video, I’ll share key l…
11 months, 3 weeks ago
Your Roth IRA Could be Locked For 5 Years. Here's Why
Episode 274
Roth IRAs are a great way to build tax-free retirement income—but the withdrawal rules can be tricky. In this video, I’ll break down the five-year ru…
1 year ago
Root Talks: How Do Smart Retirees Handle Big One-Time Expenses?
Episode 273
Root Collective member Gary asks how to fund a $40K home remodel before retiring—should he use a taxable brokerage account, tax-deferred 401(k), Roth…
1 year ago
The Best Retirement Spending Stories I've Heard This Year
Episode 272
Are You Spending Your Money on What Truly Matters?
A few weeks ago, I challenged you to do the most important thing you can with your money this year—…
1 year ago
One Simple Tip to Make Spending Easy in Retirement
Episode 271
One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money i…
1 year ago