Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will
Relying too much on Social Security? You’re not alone—over 40% of retirees count on it for at least
How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t
If you're over 60, it's time to stop certain habits that may be holding you back from full
Roth IRAs are a great way to build tax-free retirement income—but the withdrawal rules can be tricky
Root Collective member Gary asks how to fund a $40K home remodel before retiring—should he use a tax
Are You Spending Your Money on What Truly Matters?A few weeks ago, I challenged you to do the most i
One of the biggest ironies in retirement is that the people who save and invest the most often strug
You’ve worked hard, built wealth, and reached financial security… so why is it still so hard to spen
Retirement isn’t just about the numbers—it’s about time, health, and the life you want to live. Too
In this episode, we're talking about the importance of a strategic withdrawal plan in retiremen
James challenges the idea that financial security comes from always having more—more savings, more i
Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3%
For nearly 50 years after Social Security's inception in 1935, benefits were not subject to fed
Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re l
To maximize your Social Security benefits in retirement, it’s essential to understand five key limit
Root Financial is redefining what it means to serve clients by putting team culture front and center
The Social Security Fairness Act, signed into law on January 5 by former President Joe Biden, repeal
In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advis
Direct indexing, an advanced investment strategy, allows investors to own individual stocks within a
James and Ari provide a behind-the-scenes look at Root Financial, shifting from typical financial st
