Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will
Many individuals are hesitant to retire, even when financially prepared, due to uncertainty and a la
In this episode of Root Talks, James and Ari dive into the reality that retirement planning can be t
LJ and Kelly share their inspiring journey of embracing a retirement lifestyle before fully retiring
James and Ari discuss diversification and the nuances of managing investments. A client plans to spl
Retirement is an exciting milestone, but it often comes with common fears. With proper planning, the
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Secu
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this com
Here’s the thing: retirement isn’t just about hitting a magic number—it’s about understanding what y
James breaks down five common retirement mistakes and how to avoid them for a secure and fulfilling
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and a
Roth conversions are almost a buzzword today, with many people jumping into them like they’re a guar
Meet Sarah—a retiree with a multi-million-dollar portfolio, no mortgage, and all her income needs co
Are you delaying retirement, working for "just one more year" to feel ready? In this episo
In today’s episode of Ready for Retirement episode James covers when to adjust your portfolio as ret
Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we t
Roth IRAs offer great tax-free income benefits, but to make the most of them in retirement, here are
Have you thought about what moving to a new state might mean for your retirement budget and lifestyl
Many dream of retiring early, but you would be surprised to learn that many people who retire early
