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