Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Here's 5 Portfolio Changes To Create More Income In Retirement
|
May 19, 2025 |
The Surprising Regrets of Wealthy Retirees | Root Talks
|
May 15, 2025 |
Why The Biggest Risk To Retiring Early Is Not What You Think
|
May 12, 2025 |
Avoid These 6 Common Mistakes When Retiring Early
|
May 05, 2025 |
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
|
May 01, 2025 |
Why More People Are Retiring Early Today Than Ever Before
|
Apr 28, 2025 |
4 Tax Strategies To Consider This Year
|
Apr 21, 2025 |
Root Talks: How Does The Advisory Team Structure Work at Root?
|
Apr 17, 2025 |
Why It's Natural To Be Worried To Retire (And What To Do About It)
|
Apr 14, 2025 |
Healthcare Analysis: How We Save Our Clients Thousands Before Medicare Begins
|
Apr 07, 2025 |
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
|
Apr 03, 2025 |
How Much Should I Have In Bonds/Cash/etc. In Retirement?
|
Mar 31, 2025 |
My Biggest Recommendation Before You Retire - Please Do This
|
Mar 24, 2025 |
Root Talks: How We Plan When Markets Are Volatile
|
Mar 20, 2025 |
How To Instill Financial Values In Children
|
Mar 17, 2025 |
The One Reason Everyone Delays Their Retirement
|
Mar 10, 2025 |
How To Plan For Big One-Time Expenses Before You Retire
|
Mar 06, 2025 |
How To Remove "Headtrash" and Spend In Retirement Without Worrying
|
Mar 05, 2025 |
Behind The Scenes At Root: How Do We Select Our Advisors?
|
Mar 05, 2025 |
5 Questions To Ask When Interviewing A Financial Advisor
|
Mar 03, 2025 |
Retire in Style: The 4 States That Offer the Best Bang for Your Buck
|
Feb 24, 2025 |
Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)
|
Feb 17, 2025 |
Step-by-Step Guide To Withdrawing Retirement Income
|
Feb 10, 2025 |
The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?)
|
Feb 03, 2025 |
How Do We Build The Best Team In The Financial Industry?
|
Jan 30, 2025 |
How Does Root Differ From Traditional Financial Firms?
|
Jan 30, 2025 |
Root's New Community Is Coming! (EXCITING UPDATE)
|
Jan 30, 2025 |
How Much Should I Be Saving To Retire Early?
|
Jan 27, 2025 |
A Complete Guide To Long-Term Care
|
Jan 20, 2025 |
You Don't Need A Tax Preparer. You Need A Tax Planner.
|
Jan 13, 2025 |
Behind The Scenes At Root: A Deep Dive Into Our Business
|
Jan 09, 2025 |
How Many Investment Firms Should I Split My Money Between?
|
Jan 09, 2025 |
Here's How To Live A Retirement Without Anxiety
|
Jan 09, 2025 |
7 Steps To Check Off Before Retiring Early
|
Jan 06, 2025 |
How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK!
|
Dec 30, 2024 |
You Won't Believe How This Couple Retired Early With $500k+
|
Dec 23, 2024 |
Here's How To Decide When To Turn On Social Security
|
Dec 19, 2024 |
How Do I Invest To Create The Most Income In Retirement?
|
Dec 16, 2024 |
How Do I Know When I Can Retire Early (Not Work Forever)?
|
Dec 12, 2024 |
Here's Why You Shouldn't Worry Regardless Of Who Is In Office
|
Dec 09, 2024 |
How Ari & James Met - Here's How Root Was Founded
|
Dec 04, 2024 |
3 Easy Steps For Happiness In Retirement
|
Dec 02, 2024 |
STOP! Consider THIS Before Doing a Roth Conversion
|
Nov 28, 2024 |
8 Tax Strategies To Consider Before Year-End
|
Nov 25, 2024 |
This Is The Danger Of Working One More Year: Goalpost Planning
|
Nov 21, 2024 |
5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have)
|
Nov 18, 2024 |
How To Discuss Inheritance With Your Parents (with James)
|
Nov 14, 2024 |
5 Fun Activities Often Overlooked In Retirement
|
Nov 11, 2024 |
Special Announcement - NEW SHOW!
|
Nov 07, 2024 |
How Much Do I Need To Spend $25k/Month In Retirement?
|
Nov 04, 2024 |
Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY)
|
Oct 28, 2024 |
3 Common Mistakes People Forget When Retiring Early
|
Oct 21, 2024 |
Do You Know How Much You Are Paying Your Advisor?
|
Oct 14, 2024 |
Here's How To Pay 0% In Taxes (ZERO Capital Gains)
|
Oct 07, 2024 |
3 Tips To Retire On Your Own Terms
|
Sep 30, 2024 |
Pension Decision - Lump Sum or Annuity?
|
Sep 23, 2024 |
Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show!
|
Sep 20, 2024 |
Don't Do Any Roth Conversions Before You Ask Yourself THIS
|
Sep 16, 2024 |
5 Ways An Advisor Can Change Your Retirement
|
Sep 09, 2024 |
The Complete Guide To Optimizing Healthcare Costs Before 65
|
Sep 02, 2024 |
The Complete Guide To Implementing Roth Conversions: Tax Strategy
|
Aug 26, 2024 |
Here's How To View Real Estate As Part Of Your Retirement Strategy
|
Aug 19, 2024 |
7 Surprising Regrets From My Clients Who Retired Early
|
Aug 12, 2024 |
5 Signs It’s Time To Consider Retiring Early
|
Aug 05, 2024 |
5 Easy Ways To Know If You Should Do Roth Conversions
|
Jul 29, 2024 |
How Do We Build Multi-Generational Wealth? [Estate Planning]
|
Jul 22, 2024 |
3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement
|
Jul 15, 2024 |
My Story | Why Do I Do This?
|
Jul 08, 2024 |
Where Should I Withdraw Money From First In Retirement?
|
Jul 01, 2024 |
How To Manage Cash Flow Before & Throughout Retirement
|
Jun 24, 2024 |
A Real-Life Story Of Investing Too Well For Retirement
|
Jun 17, 2024 |
Here’s How To Determine If You Should Keep Or Break Up With Your Advisor
|
Jun 10, 2024 |
How To Create An Anti-Cookie Cutter Investment Portfolio
|
Jun 03, 2024 |
How Much Should I Be Saving To Retire Early?
|
May 27, 2024 |
A Complete Guide To Inheriting Money (Tax Planning)
|
May 20, 2024 |
4 Steps To Determine When You Can Retire Early
|
May 13, 2024 |
Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.
|
May 06, 2024 |
How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early
|
Apr 29, 2024 |
5 Steps To Navigating Health Insurance When Retiring Before Age 65
|
Apr 22, 2024 |
3 Regrets From My Clients Who Retired Early
|
Apr 15, 2024 |
3 Classic Early Retirement Mistakes To Avoid
|
Apr 08, 2024 |
5 Situations When It Does NOT Make Sense To Implement Roth Conversions
|
Apr 01, 2024 |
Do We Have Enough To Retire (And Never Go Back To Work)?
|
Mar 25, 2024 |
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65
|
Mar 18, 2024 |
This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!
|
Mar 11, 2024 |
How To Protect Against Retiring, Getting Unlucky and Having To Work Again
|
Mar 04, 2024 |
A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)
|
Feb 26, 2024 |
Why Most People Pick The Wrong Asset Allocation For An Early Retirement
|
Feb 19, 2024 |
"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!
|
Feb 15, 2024 |
Here's How Social Security Gets Impacted When Retiring Early
|
Feb 05, 2024 |
This Is How To Retire Early Without Worrying About Running Out Of Money
|
Jan 29, 2024 |
5 Easy Steps To Know If You're On Track To Retire Early
|
Jan 22, 2024 |
3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work
|
Jan 15, 2024 |
(10 MISTAKES) When Retiring Early...
|
Jan 08, 2024 |
5 Tips From My Clients Who Retired Early Successfully
|
Jan 01, 2024 |
The 3 Levels Of An Early Retirement | What Level Are YOU At?
|
Dec 25, 2023 |
7 Things To Optimize Your Finances Before Year-End (Checklist)
|
Dec 18, 2023 |
4 Simple Tips To Retire Early
|
Dec 11, 2023 |
How Much Do You Need To Be Able To Spend $10k/month?
|
Dec 04, 2023 |
When Does It Actually Make Sense To Hire A Financial Advisor?
|
Nov 27, 2023 |
The Tax-Efficient Way To Simplify Your Retirement
|
Nov 20, 2023 |
[Client Story] Why You Should Consider Retiring Earlier Than Planned
|
Nov 17, 2023 |
Why You Should Consider Renting In Retirement
|
Nov 13, 2023 |
How Much Is "Enough" To Retire Early?
|
Nov 06, 2023 |
[Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement
|
Oct 30, 2023 |
Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity
|
Oct 23, 2023 |
Please Ask Yourself This One Question Before You Actually Retire Early
|
Oct 16, 2023 |
Don't Die The Richest Person At Your Funeral with Dr. Donatello
|
Oct 09, 2023 |
Balancing Emotion and Finance: The Impact of Investing Well For Retirement
|
Oct 09, 2023 |
How To Avoid Having A GOOD Financial Plan And BAD Early Retirement
|
Oct 02, 2023 |
How To Diversify One Stock With Massive Gains (Tax Tip)
|
Sep 25, 2023 |
An Advanced Guide To Minimizing Future RMDs
|
Sep 18, 2023 |
Case Study Announcement: Early Retirement (YouTube ONLY)
|
Sep 15, 2023 |
How Much Safe Money Do I Need On Hand Once I'm Retired?
|
Sep 11, 2023 |
I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?
|
Sep 04, 2023 |
The Complete Guide To Minimizing Taxes With An Early Retirement
|
Aug 28, 2023 |
3 Tips For A Successful Early Retirement (Story)
|
Aug 21, 2023 |
A Complete Guide To Insurance Protection (What You Need and DON'T Need)
|
Aug 14, 2023 |
Why You Should Consider To STOP Saving For Retirement *(not a typo)
|
Aug 07, 2023 |
5 Tips So You Only Retire Early ONCE!
|
Jul 31, 2023 |
5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)
|
Jul 24, 2023 |
How To Increase Returns With Strategic Asset Location (And What To Avoid)
|
Jul 17, 2023 |
How to Create a Holistic Financial Strategy
|
Jul 10, 2023 |
What To Do With Your 401(k) Once You Retire / Leave Employment?
|
Jul 03, 2023 |
5 Reasons To Consider Retiring EARLY Today (from my clients)
|
Jun 26, 2023 |
How To Balance Health & Wealth For An Early Retirement (Special Guest)
|
Jun 23, 2023 |
Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes
|
Jun 19, 2023 |
Announcement: NEW eBook is live! Health Insurance for An Early Retirement
|
Jun 13, 2023 |
30+ Reasons To Retire Early (as if you needed more..)
|
Jun 12, 2023 |
3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!
|
Jun 05, 2023 |
"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"
|
May 29, 2023 |
4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well
|
May 22, 2023 |
To Roth Conversion or To NOT Roth Conversion..
|
May 15, 2023 |
3 Habits To Avoid When Considering An Early Retirement
|
May 08, 2023 |
5 Misconceptions About Retiring Early To Please AVOID
|
May 01, 2023 |
Should You Self-Insure or Buy Long-Term Care Insurance?
|
Apr 24, 2023 |
How To Invest Your "Bridge" Account To Retire Early Like A Pro
|
Apr 17, 2023 |
5 Strategies To Reduce Required Minimum Distributions
|
Apr 10, 2023 |
How To Make Sure Your Money Is Safe
|
Apr 03, 2023 |
How Much Money Is Needed To Retire Early?
|
Mar 27, 2023 |
Should I Pay Off My Mortgage Early or Invest?
|
Mar 20, 2023 |
*EXTRA Episode* - 10 Minutes for the Next 50 Years Of Retirement (Story)
|
Mar 16, 2023 |
3 Tips On Perspective When Investing To Retire Early
|
Mar 13, 2023 |
How To Create The Perfect Asset Allocation
|
Mar 06, 2023 |
How To Plan When There Is A Significant Age Gap Between Spouses
|
Feb 27, 2023 |
5 Tips From My Wealthiest Clients On How They Retired Early
|
Feb 20, 2023 |
How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions
|
Feb 13, 2023 |
Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions
|
Feb 06, 2023 |
A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)
|
Jan 30, 2023 |
Top 5 Options for Health Insurance If You Retire Early
|
Jan 23, 2023 |
3 Tips To Retire Early And Not Run Out of Money
|
Jan 16, 2023 |
A Complete Guide To A Successful Retirement (Client Stories)
|
Jan 09, 2023 |
8 Key Considerations in 2023 (and what to AVOID)
|
Jan 02, 2023 |
7 Tips To Optimize Your Money Before Year-End (Checklist)
|
Dec 26, 2022 |
How To Avoid The #1 Retirement Mistake & Create True Financial Freedom
|
Dec 19, 2022 |
How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
|
Dec 12, 2022 |
A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)
|
Dec 05, 2022 |
How Much "Safe" Money Do You Need At All Times?
|
Nov 28, 2022 |
How To Build A Customized All-Weather Investment Portfolio
|
Nov 21, 2022 |
Top 5 Retirement Mistakes To Avoid (From My Clients)!
|
Nov 14, 2022 |
Everything You Need To Know To Retire Before Age 65
|
Nov 07, 2022 |
How To Use Your IRA To Take Advantage Of This Market Downturn
|
Oct 31, 2022 |
Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)
|
Oct 24, 2022 |
3 Ways To Create Tax-Free Income (Yes, 0% Taxes)
|
Oct 17, 2022 |
This Is Why You Shouldn't Only Own The S&P 500 Index
|
Oct 10, 2022 |
What No One Tells You About Creating Financial Freedom
|
Oct 03, 2022 |
How To Know When To Stop Working
|
Sep 26, 2022 |
Where To Pull Income From When You Retire Early
|
Sep 19, 2022 |
5 Most Important Parts Of A Successful Financial Plan
|
Sep 12, 2022 |
When You Should & Should NOT Hire A Financial Advisor
|
Sep 05, 2022 |
How To Determine How Much You Want To Spend In Retirement
|
Aug 29, 2022 |
5 Tips To Prepare for Retirement (While You're Working)
|
Aug 22, 2022 |
Why Should You Consider An Early Retirement? A Real-Life Story
|
Aug 15, 2022 |
Retirement 101 - What Are The Primary Issues To Consider Before I Retire?
|
Aug 08, 2022 |
Retire Sooner - How To Know When You Should Stop Working
|
Aug 01, 2022 |
The #1 Retirement Secret - When To Stop Saving For Retirement
|
Jul 25, 2022 |
Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement
|
Jul 18, 2022 |
Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement
|
Jul 11, 2022 |
Social Security Benefits - How To Optimize Your Retirement Income
|
Jul 04, 2022 |
A Complete Guide To Surviving Bear Markets
|
Jun 27, 2022 |
Special Announcement - I'm Featured on the Ready for Retirement Podcast!
|
Jun 21, 2022 |
Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year
|
Jun 20, 2022 |
Personal Finance in Retirement - How To Maximize Your Retirement Finances
|
Jun 13, 2022 |
Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?
|
Jun 06, 2022 |
Retirement Portfolio - Why & How You Should Rebalance Your Portfolio
|
May 30, 2022 |
5 Things I Wish I Knew About Money When I Was Younger
|
May 23, 2022 |
Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire
|
May 16, 2022 |
Retirement Income - How To Optimize Your Finances In Retirement
|
May 09, 2022 |
Financial Freedom - How Much Money Do You Need To Be "Money Free"?
|
May 02, 2022 |
Bear Markets in Retirement - A New Way To Think About Market Downturns
|
Apr 25, 2022 |
Retirement Investing - 5 Tips To Know
|
Apr 18, 2022 |
Early Retirement - 3 Key Rules To Retire Early
|
Apr 11, 2022 |
Retirement Annuities: Should I Buy An Annuity For Guaranteed Income?
|
Apr 04, 2022 |
Investing Strategy Tip - Should I Just Buy & Hold My Investments?
|
Mar 28, 2022 |
Retirement Goals - How To Prioritize Your Financial Goals
|
Mar 21, 2022 |
Tax Planning In Retirement - How To Save On Taxes
|
Mar 14, 2022 |
Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes
|
Mar 07, 2022 |
Retirement Tips - 5 Tips To Retire Early
|
Feb 28, 2022 |
Investing Tips - A Complete Guide To Investing in Retirement
|
Feb 21, 2022 |
Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio?
|
Feb 14, 2022 |
How I Invest My Own Money
|
Feb 07, 2022 |
How Much Cash Do I Need On Hand?
|
Jan 31, 2022 |
5 Tips To Become Financially Free
|
Jan 24, 2022 |
Where Should I Save For A Down Payment?
|
Jan 17, 2022 |
Should I Be In A 100% Stock Portfolio?
|
Jan 10, 2022 |
When Should I Hire A Financial Planner?
|
Jan 03, 2022 |
How To Beat Inflation
|
Dec 28, 2021 |
4 Tips For Young Investors
|
Dec 20, 2021 |
When Should I Buy A Home?
|
Dec 13, 2021 |
The Ultimate Investor Cheat Sheet (Lessons & Stories)
|
Dec 06, 2021 |
4 Easy Ways To Save On Taxes
|
Nov 29, 2021 |
Why I Love Roth IRAs
|
Nov 22, 2021 |
Should I Pay Off My Mortgage or Invest?
|
Nov 15, 2021 |
When Do I Need Life Insurance?
|
Nov 08, 2021 |
10 Things You Shouldn't Focus On (Financially)
|
Nov 01, 2021 |
The Most Important Investment Decision You'll Likely Ever Make
|
Oct 25, 2021 |
Should I Invest All At Once or Periodically?
|
Oct 18, 2021 |
The 3 Levels of Wealth
|
Oct 11, 2021 |
If You're Still Worried, You Aren't Wealthy
|
Oct 04, 2021 |
Is The Stock Market Overvalued? (And Why You Don't Need To Worry)
|
Sep 27, 2021 |
NFTs (Non-Fungible Tokens): How They Work & Should You Buy One?
|
Sep 20, 2021 |
I Just Received $100k, What Should I Do?
|
Sep 13, 2021 |
How Does The Stock Market Work?
|
Sep 06, 2021 |
What Are Capital Gains? (And How To Keep More Of What You Make)
|
Aug 30, 2021 |
Should I Hire A Financial Planner?
|
Aug 23, 2021 |
How To View Your Taxes If You’re Self-Employed
|
Aug 16, 2021 |
When Should I Start Saving For Retirement?
|
Aug 09, 2021 |
Should I Just Invest In The S&P 500 Index?
|
Aug 02, 2021 |
15 Year v. 30 Year Mortgage - Which Should I Do?
|
Jul 26, 2021 |
Should I Invest In Bitcoin?
|
Jul 19, 2021 |
Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners?
|
Jul 12, 2021 |
How Risky Is The Stock Market?
|
Jul 05, 2021 |
How Much Cash Is Too Much Cash?
|
Jun 28, 2021 |
Professional Athletes: Here's How To Manage Your Finances
|
Jun 21, 2021 |
Should I Invest In Individual Stocks?
|
Jun 14, 2021 |
Health Savings Account v. Flexible Savings Account
|
Jun 07, 2021 |
Should I Invest When Saving For A Home?
|
May 31, 2021 |
Employee Benefits (Part 2): Important Questions to ask HR Dept.
|
May 24, 2021 |
Employee Benefits (Part 1): Investment Questions to ask your HR Dept.
|
May 17, 2021 |
401(k) v. Roth 401(k): Which Should I Use?
|
May 10, 2021 |
Earned Income v. Passive Income
|
May 03, 2021 |
Renting vs. Buying: What Should I Do?
|
Apr 26, 2021 |
10 Common Investment Questions Answered
|
Apr 19, 2021 |
Roth IRA Benefits for Graduate Medical Students
|
Apr 12, 2021 |
Tax-Loss Harvesting vs. Tax-Gain Harvesting
|
Apr 05, 2021 |
How To Make Your Money Work For You
|
Mar 29, 2021 |
The Power Of Saving $20/month
|
Mar 22, 2021 |
Roth IRA vs. Traditional IRA: Which Should I Use?
|
Mar 15, 2021 |
Good Debt vs. Bad Debt
|
Mar 08, 2021 |
What Is An Index Fund?
|
Mar 01, 2021 |
Stock Options: What Are They And How Do They Work?
|
Feb 22, 2021 |
Tax Basics: What School Didn't Teach You
|
Feb 15, 2021 |
Should I Invest In Real Estate?
|
Feb 08, 2021 |
How I Invest My Own Money
|
Feb 01, 2021 |
How To Save For A Big Purchase
|
Jan 25, 2021 |
How Do I Teach Kids About Money?
|
Jan 18, 2021 |
The Rule of 72
|
Jan 11, 2021 |
How To Start Taking Control Of Your Financial Future
|
Jan 04, 2021 |
The Pros & Cons of Investing
|
Dec 24, 2020 |
Introduction to Personal Finance Redefined
|
Dec 17, 2020 |