All episodes
Retire NOW If You Answer "YES" to All 5 Questions
Once You Understand This, You'll Stop Working Past 55
How to Respond When Asked About Your Investment Philosophy
Think Twice Before You Retire at 65
Don't Let Early Retirement Backfire (9 Things You NEED To Know)
My Honest Advice To Anyone Retiring With $2 Million
How I'd Retire in 5 Years Starting With $1M (2026)
10 Really Good Reasons to File for Social Security at Age 62
$3M vs $2M in Retirement: Here’s What Changes
How To Invest Once You Retire
How Much Can You Spend With $2.5 Million In Retirement?
19 Unsexy Habits That Lead to a Great Retirement
Every Retirement Withdrawal Strategy RANKED (Worst to Best)
The ONLY 5 Tax Strategies You Need In Retirement
Why Everything Changes After You Save $1.44 Million in Retirement
I'm A Retirement Advisor: Here's What I Tell Every Client At 62
Don’t Retire If This Is You - 5 Warning Signs
Your Life When Retiring With $100K vs $1M vs $10M
Sell These 10 Things BEFORE You Retire
If You Only Watch One Retirement Video, Make it This
The Real Math of Working One More Year (It’s Not What You Think)
Why I Told My Client Not to Pay Off Their Mortgage Before Retiring
Taxes on a $3M Retirement Portfolio: What You'll Actually Owe Each Year
Here's What Happens to Your Social Security If You Retire at 60
$15M in Nvidia Stock Case Study | Don't Just "Diversify Everything"
The Real Question Behind When to Start Social Security (It’s Not 62 vs. 67 vs. 70)
You Don’t Need a Financial Advisor… Until You Do (Here’s When)
Stop Overfunding Your 401(k). Do This Instead
5 Mental Traps That Keep You From Retiring (Even When You’re Ready)
Stop Working for Money You’ll Never Spend
The $5 Million Trap: Why Wealthy People Are Scared to Retire
"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement
The Dark Truth About Retirement (No One Tells You This)
4 Retirement Income Strategies: Which One Wins with $1+ Million?
Why Retiring at 55 is Better than 65 (The "3x" Rule)
The Retirement Red Zone: Why the Final 5 Years Decide Everything
“The Biggest Retirement Lie: ‘I Can’t Retire Until Medicare’”
Why $5 Million is the Tax "Danger Zone"
Work at SpaceX? Watch This Before your IPO
You Need to Retire Early - Here's Why
You Can Retire… But You Might Not Like the Life You Built
I’ve Never Seen So Many Retirees Make This Same Mistake
This Is What a $10M Retirement Actually Looks Like
Retiring After 65? The Rules Change (Hint: You Can Spend More)
18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality
Here's the Most Unethical Thing Advisors Do
The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality
The Hidden Cost of Roth Conversions: Avoiding Surprise Medicare Charges
Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
Most Retirement Advice Fails Singles (Here’s What to Do Instead)
Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
Don’t Wait Until 70 for Social Security Unless You Hear This First
Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math
When Saving Becomes a Habit You Can’t Turn Off | Root Talks
The Wake-Up Call That Made Him Retire 10 Years Early | Retirement Reality
The Secret Cost of Claiming Social Security Too Early (or Too Late)
Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality
How to Maximize Social Security Spousal Benefits (Even if you Collect Your Benefit Early)
I Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)
The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity
3 Steps to Build a Retirement Paycheck That Lasts
Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
3 Investments That Should Never Go In Your Retirement Portfolio
We're 62 with $2M: Retire Now or Wait?
10 Ways Retirement Has Completely Changed in 30 Years
$10M+ Net Worth Case Study: What to Do First
The 3 Worst Retirement Mistakes I See All the Time
The BEST Retirement Advice (From 909 Real Retirees)
The Cliché Advice You Should Finally Pay Attention To
5 Signs You Should Fire Your Financial Advisor
Advice from Retirees: What They Wish They Knew in Their 50s
Roth vs. Traditional IRA – Which One Really Saves You More?
You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It)
How to Know You’ve Found the Right Financial Advisor │ Root Talks
What’s the Smartest Investment Mix for Retirees Right Now?
The Real Reason Most People Struggle in Retirement (It’s Not Money)
How Much Can I Spend In Retirement with a $2 Million Portfolio?
Top 5 Social Security Secrets Every 60-Year-Old Needs to Know
Retiring at 65 Might Be Too Late (Here’s Why)
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
How to Avoid the Widow’s Tax (Before It’s Too Late)
They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers
The Hidden Cost of Financial Optimization (And How to Avoid It)
When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring
Here's How Early Retirement Will Impact Your Social Security Benefit
Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
Can You Retire Without $1 Million? The Truth Might Surprise You
The #1 Way to Ruin Your Retirement (Most People Do This)
How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)
This Is Why Financially Ready People Struggle to Retire
What Should You Do With Your 401k When You Retire?
DIY vs. Financial Advisor: How to Know When It’s Time to Get Help │ Root Talks
5 Signs It’s Time to Retire - Right Now
Watch Me Stress Test a $1 Million Retirement Plan
Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
5 Things Retirees Regret - And What You Still Have Time to Get Right
Stop Worrying About Running Out of Money: Here's What You Need to Do
This Is What Financial Planning Really Changes