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Ready For Retirement

Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will

Episodes

Total: 298

A seven-figure portfolio can feel like a green light for retirement—but the numbers don’t always tel

Retirement accounts like 401(k)s and IRAs often get all the attention, but there’s another tool that

After working with hundreds of people navigating retirement, we’ve seen a clear pattern: the biggest

The biggest question I hear from people planning for retirement is this: Am I going to run out of mo

What does it really mean to change someone’s life through financial advice? While we’re not saving l

If your goal is to spend $10,000 a month in retirement, how much do you really need saved? The answe

Retirement planning isn’t about chasing numbers, it’s about building a life with intention.The Sequo

In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, h

In this episode, we walk through a retirement planning scenario involving a couple in their early 60

Deciding when to start your Social Security benefits might be the single most consequential financia

Retired with millions—but full of regret?In this episode of Root Talks, James and Ari share the real

Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually sp

Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discip

Health Savings Accounts (HSAs) don’t get much attention—but they should. With triple tax advantages

If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth

What actually goes into creating a world-class client experience at Root? We're walking through

Wondering if you can retire at 60 with $2 million? In this episode, I walk you through a simple, 3-s

Want to pay less in taxes during retirement? You actually have more control over your tax rate than

Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready

Many retirees focus on achieving a high Monte Carlo “probability of success” in retirement—but is ch