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3,012,229 results

Root Financial

4.14K subscribers

James Conole, CFP®

214K subscribers

Root Financial
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending

Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk ...

18:09
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending

1,945 views

1 year ago

Ari Taublieb, CFP®

87.3K subscribers

Root Financial
When Should I Stop Maxing Out My 401(k)? | Root Drops with Erin Varghese

In this episode of Root Drops, Ari and Erin tackle a surprising question many investors eventually face: When should you stop ...

7:46
When Should I Stop Maxing Out My 401(k)? | Root Drops with Erin Varghese

10,562 views

10 months ago

Root Financial
Why Brokerage Accounts Might be the Most Underrated Tool in Your Financial Plan | Root Talks

Retirement accounts like 401(k)s and IRAs often get all the attention, but there's another tool that can play a powerful role in your ...

18:36
Why Brokerage Accounts Might be the Most Underrated Tool in Your Financial Plan | Root Talks

12,996 views

1 year ago

Root Ready
The Why Behind Our Process: The Sequoia System Explained

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, ...

19:12
The Why Behind Our Process: The Sequoia System Explained

1,866 views

4 months ago

Root Financial
What to Expect When Working With Root

Hannah Lockard walks you through our process. Advisory services are offered through Root Financial Partners, LLC, an SEC ...

3:41
What to Expect When Working With Root

935 views

1 year ago

James Conole, CFP®
How To Invest Once You Retire

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, ...

17:04
How To Invest Once You Retire

99,480 views

6 days ago

Root Ready
How to Effectively Explain our Root Reserves Investment Strategy

In this episode, James walks through the framework Root Financial uses to design retiree portfolios — and more importantly, how ...

24:38
How to Effectively Explain our Root Reserves Investment Strategy

9,230 views

5 months ago

Root Financial
Root Talks: How Does the Advisory Team Structure Work at Root?

What actually goes into creating a world-class client experience at Root? We're walking through the structure behind Root's ...

23:51
Root Talks: How Does the Advisory Team Structure Work at Root?

559 views

1 year ago

Root Financial
Introducing Root Creator Studio

Some of the most honest, useful financial education out there doesn't come from institutions — it comes from independent creators ...

2:32
Introducing Root Creator Studio

5,896 views

1 month ago

Ari Taublieb, CFP®
3 Signs You Have Enough Money To Retire NOW

Ari Taublieb, CFP®, MBA, is the Chief Growth Officer of Root Financial Partners and host of the Early Retirement Podcast.

8:41
3 Signs You Have Enough Money To Retire NOW

38,923 views

8 months ago

Root Financial
Asset Rich, Cash Poor: The Hidden Retirement Trap

What good is a multimillion-dollar net worth if you can't actually access it when life calls? It's a question more high-net-worth ...

5:53
Asset Rich, Cash Poor: The Hidden Retirement Trap

421 views

11 days ago

Root Ready
The Logic Behind Our 5-Year Root Reserves Strategy

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, ...

23:38
The Logic Behind Our 5-Year Root Reserves Strategy

8,071 views

8 months ago

Root Financial
Root Financial's Backstory: How and Why the Company Was Founded

Welcome to Root Talks—a new podcast on a new channel for Root Financial, hosted by coworkers James Conole, MBA, CFP®, ...

30:02
Root Financial's Backstory: How and Why the Company Was Founded

1,898 views

1 year ago

James Conole, CFP®
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)

Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s -- Advisory services are offered through Root Financial ...

23:44
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)

108,122 views

2 years ago

Root Financial
Root Talks: Introducing the New Root Retirement Community

Join our NEW Collective (Community) here → https://ari-taublieb.mykajabi.com/the-root-collective Retirement isn't just about ...

14:56
Root Talks: Introducing the New Root Retirement Community

1,024 views

1 year ago

James Conole, CFP®
Why You Still Can’t Retire (Even If You Have Enough)

6:39 - Trap 5: The Fear of Uncertainty 7:51 - Final Thoughts & Disclaimer _ _ Advisory services are offered through Root Financial ...

8:24
Why You Still Can’t Retire (Even If You Have Enough)

5,436 views

4 months ago

Ari Taublieb, CFP®
Why Only 3% of US Retirees Have Over $1M (The SHOCKING Truth)

Ari Taublieb, CFP®, MBA, is the Chief Growth Officer of Root Financial Partners and host of the Early Retirement Podcast.

9:31
Why Only 3% of US Retirees Have Over $1M (The SHOCKING Truth)

38,272 views

10 months ago