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Ready For Retirement — 384 episodes
$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
How Much Do You Need to Retire on $10K a Month?
I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
Ready to Retire? Here's How to Tell Your Company │ Root Talks
How Much Can We Expect to Spend in Retirement with a $4M Portfolio?
Social Security at 62 vs 67 vs 70: When should you start claiming your benefits?
The Surprising Regrets of Wealthy Retirees | Root Talks
We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now
When is the Best Time to Realize Gains in my Investment Account?
Root Talks: How Does the Advisory Team Structure Work at Root?
How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount)
Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans
Why many retirees REGRET relying on Social Security Income
Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
9 Things To STOP DOING After 60
Your Roth IRA Could be Locked For 5 Years. Here's Why
Root Talks: How Do Smart Retirees Handle Big One-Time Expenses?
The Best Retirement Spending Stories I've Heard This Year
One Simple Tip to Make Spending Easy in Retirement
Root Talks: How to Overcome the Scarcity Mindset and Start Spending in Retirement
Retire Now If you Answer "Yes" to These 5 Questions
Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts?
The Most Important Thing You Can Do For Your Financial Plan
Root Talks: What Does Vanguard Say About Financial Advisors?
No Taxes on Social Security? Here’s What Trump’s Plan Means for You
Root Talks: Introducing the New Root Retirement Community
5 Advanced Social Security Strategies to Maximize Your Retirement Income
Root Talks: How Do We Approach Team Building?
Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO
Root Talks: What's the Difference Between Root Financial and Other Advisory Firms?
How Should You Invest $10M+? Most Underutilized Strategy Revealed
Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building
3 Simple Steps to Retire in 2025
Here's How to Avoid a Retirement Filled with Anxiety or Regret
How to Travel the Country and Start Living Before Actually Being Fully Retired
How Many Investment Firms Should I Split my Money Between?
5 Biggest Retirement Fears and How to Overcome Them
What If Social Security is Cut? Here's What it Means for Your Retirement
Why You Should Avoid Simplistic Monte Carlo Results and Create a Real Financial Plan Instead
Here's What Your Retirement Strategy Should Look Like with an $8M Portfolio
Top 5 Most Avoidable Retirement Mistakes
Root Financial's Backstory: How and Why the Company Was Founded
Unconventional Retirement Strategy: How to Save Less AND Retire with More
STOP! Why You Shouldn't Do a Roth Conversion
This is the Biggest Way People Waste Money in Retirement
The Downside of Working "Just One More Year"
How Soon Before Retirement Should You Adjust Your Portfolio?
Here's How To Discuss Money Effectively With Your Parents
7 Things You Need to Know About Roth IRAs to Maximize Tax-Free Income
3 Steps to Prepare for an Out-of-State Retirement
5 Things People Regret About Early Retirement
This Is the Single Most Important Thing You Can Do to Prepare for Retirement
The Complete Guide to Maximizing Your Social Security Benefit
Restricted Stock Units: The Basics of RSUs and How to Use Them
Should We Always Pull From our Brokerage Account First in Retirement? (Hint: No)
How to Overcome Fears of Spending in Retirement
Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
Unexpected Retirement: Finding Happiness and New Adventures
Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse
How to Thrive in Retirement by Embracing the Unknown
The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
Introducing the New Ready For Retirement
Am I Too Old for Roth Conversions? 3 Things to Consider
3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement
Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement
Social Security Demystified: Calculating Taxation, Provisional Income, and the Tax Torpedo
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)
How to Estimate Your Tax Bill in Retirement (And How to Pay it)
Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)
The Four Phases of Retirement with Dr. Riley Moynes
Planning for Large Costs in Retirement | Beyond the 4% Rule
Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies
Health Insurance Options for Early Retirement
Everything You Need to Know About Medicare: Q&A with a Medicare Expert
How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
3 Simple Steps to Determine If You Can Retire
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
At What Age Should I Work with a Financial Advisor?
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
Should I Fund my Retirement Needs by Purchasing an Annuity?
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
At What Point Should I Take the Tax Hit on Unrealized Gains?
Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?
Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule Mistakes
Secrets to a Happy Retirement: What the Research Shows
What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future?
How to Maximize Social Security Spousal Benefits
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
3 Ways to Protect Against Sequence of Return Risk in Retirement
Should We Sell Stocks to Make a Large Purchase?
Am I Crazy For Paying My Financial Advisor $25k/year?
When Should You Collect Social Security if Your Spouse is Much Older?
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
How to Teach Your Adult Children to Plan for Retirement
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
Does It Ever Make Sense to Purchase an Annuity?
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
Here's How a Pension Should Change Your Investment Strategy
Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness
How to Break Up with Your Financial Advisor
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
The Tax-Smart Way to Consolidate Your Retirement Accounts
The Retirement Portfolio Shift- How to Make the Transition Smoothly
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
What's the Best Way to Fund a Remodel During Retirement?
Here's the Right Way to Determine How Much Individual Stock to Hold
Ask Yourself This Question to Transform Your Retirement
What Age Should I Collect Social Security If I Don’t Need It?
Is It Possible to Have Too Much in Roth IRAs?
Do We Have Enough for Retirement? [Plus Bonus Worksheet]
Here's When It Makes Sense to Rent In Retirement
Everything You Need to Know About RMDs (Required Minimum Distributions)
[Case Study] How to Prepare for Early Retirement
Here’s How You Can Tell If a Roth Conversion Is Right For You
How to Manage Cash Reserves in Retirement
5 Things You'll Wish You Knew Before You Retired
What's the Best Way to Sell Out of a Concentrated Stock Position?
6 Financial Rules of Thumb to Avoid
How Should I Invest Proceeds from Selling My Home?
Plan Better: Financial Strategies vs Tactics
Avoid This Major Pitfall of Standard Withdrawal Strategies
4 Reasons You SHOULDN'T do a Roth Conversion
5 Reasons You Should Retire Now
How to Protect Your Most Important Financial Asset
How Much Umbrella Insurance Coverage Do You Need?
How to Supercharge Your Retirement with Deferred Comp Plans
Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
How Much Do You Need to Retire?
Where Should I Invest Extra Income After Maxing My 401k?
What Should You Do With Your 401k When You Retire?
5 Steps To Create A Meaningful Retirement with Cyn Meyer
How to Use Roth Conversions to Protect Your Spouse's Future
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
8 Important Planning Opportunities From the SECURE Act 2.0
3 Steps to Make 2023 Your Best Year Yet
5 Wrong Assumptions People Make About Retirement
Is a Reverse Mortgage a Good "Plan B"?
When Does it Make Sense to Work with a Financial Advisor?
What Investments Should I Own in My Retirement Portfolio?
Are Withdrawal Rate Rules Still Applicable in Today's Markets?
What Are the Pros and Cons of Mega Backdoor Roth Conversions?
Should You Get a 15 or 30 Year Mortgage?
How Should You Invest Your Bridge Account?
How to Plan Differently When Spouses Retire at Different Times
Why Are Bond Prices Falling & What to Do About It
5 Steps To Prepare For Retirement Today with Ari Taublieb
How Do You Know if You Have Enough to Retire?
Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
A Story of What You Are Actually Investing In
What's the Best Way to Help My Kid Buy a Home?
How to Best Align Your Portfolio with Other Income Sources
Should Gold Be Part of Your Investment Portfolio?
What Are the Best Strategies for Reducing Required Minimum Distributions?
Avoid These Pitfalls of Asset Location
What's the Best Way to Teach Kids About Money and Investing?
What Return Should You Expect for a 60/40 Portfolio Going Forward?
How do State Taxes Impact Roth v. Traditional Considerations?
How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
How to Use Individual Stocks for Better Tax-Planning
How to Most Effectively Pull Funds Out of Your College Savings Account
How to Turn Real Estate Equity Into Income in Retirement?
Is Rental Real Estate a Good Idea in Retirement?
4 Steps to an Early Retirement with Ari Taublieb
How to Implement (And Do Better Than) the 4% Rule
How to Invest Different Portfolio "Buckets"
How to Become a Better Investor with Chad Hufford
How Should Withdrawal Rates Change if You Don't Have Any Legacy Goals?
How to Get Financially Organized
How to Enjoy Life Today While Also Preparing for the Future
The Complete Guide to Health Savings Accounts (HSA)
The 3 Most Important Mindset Shifts to Make Going Into Retirement
How Likely is it That You'll Run Out of Money in Retirement?
Investing for Longevity When There's a Spousal Age Gap
How Do Roth Conversions Impact Inheritance/Legacy?
Where Should You Pull Income in the First Year of Retirement?
4 Steps to Navigating Down Markets
What's the Best Way to Rebalance Your Portfolio?
How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
The 5 Most Important Parts of a Successful Financial Strategy
Should I Take My Pension as an Annuity or Lump Sum Rollover?
Should I Prioritize Health Insurance Subsidies or Roth Conversions?
How to Manage Roth Conversions Before Taxes Increase
How Do I Know if I Should Purchase Long-Term Care Insurance?
Why a Monte Carlo Analysis Is Not a Financial Plan
Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
Should I Invest in iBonds Paying 7.12%?
Key Planning Points to Consider When Retiring Before 65
How to Plan For Varying Withdrawal Needs In Retirement
How to Avoid the Risk of Working Too Long
Everything You Need to Know About The Roth IRA 5-Year Rule
How To Best Plan for Retirement Income Gap Years
How to Prioritize "Competing" Retirement Strategies
How Do I Invest My Own Personal Money?
Top 5 Avoidable Retirement Mistakes
Should I Collect Social Security Early and Invest It?
How to Choose Between Multiple Pension and Annuity Options
How Should You Invest to Take Advantage of The 4% Rule?
How to Prepare for a Career Change Before Retirement
Is it Time to Give Up on International Investments?
Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds
When Should I Stop Saving For Retirement?
How to Combine Retirement Planning with Legacy Planning
How to Manage Asset Allocation and Asset Location Leading Up to Retirement
Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment
Inflation Concerns: How Do We Protect Against Looming Inflation?
What Makes ETFs More Tax-Efficient Than Mutual Funds (Plus a Hidden Benefit of Tax Efficiency)?
How Do I Plan for Longevity Without Sacrificing the "Good Years"?
When Does it Make Sense to Work with a Financial Planner?
How to Consolidate Accounts Without "Putting All Your Eggs in One Basket"
Should I Switch From Pre-tax to Roth 401(k)?
How Much Do People Actually Spend in Retirement?
Lessons Learned From History's Greatest Investors
5 Things You'll Wish You Knew Before You Retired
Pros and Cons of Dividend Investing
Here's the Mindset Shift People Struggle to Make in Retirement
Should I Purchase an Annuity With Part of My Portfolio?
[Case Study] How to Make the Right Decision With All of My Retirement Options?
How Should You Invest Once You Have More Than "Enough" to Retire?
Here's How I Do My Budget And Why Most Budgeting Doesn't Work
Financial Tune Up - What to Look For When Reviewing Your Estate Plan
Financial Tune Up - What to Look For When Reviewing Insurance Policies
Financial Tune Up - What to Look For When Reviewing Your Investments
Financial Tune Up - How to Review Your 2020 Tax Return
How to Navigate Required Minimum Distributions (RMDs)
At What Point Should I Consider Making Roth Conversions?
Should I Pay Off My Mortgage or Invest?
How to Create Purpose and Meaning in Retirement
The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
How to Use Roth Conversions to Save Huge Amounts in Taxes
Can Capital Gains Push Me Into a Higher Tax Bracket?
Should I Invest a Lump Sum All at Once or Over Time?
What You Need to Know Before Coming Into a Large Sum of Money
How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)
4 Common Investment Mistakes to Avoid
What's the Best Way to Save for a Short-Term Goal?
Understanding Social Security and How You Can Maximize Your Benefit
5 Steps to Design the Optimal Portfolio
Should I Just Own the S&P 500 Index?
4 Steps to an Early Retirement
Where Should I Pull Funds From First in Retirement?
How Should I Determine When to Collect Social Security If I'm Single?
What Would Biden's New Tax Plan Mean for You?
How to Invest at Stock Market All-Time Highs
6 "Hidden" Tax Savings Opportunities Before Year End
Don't Focus on These 5 Wrong Things
Should You Have a 100% Stock Portfolio in Retirement?
Where Should I Keep My Emergency Fund with Interest Rates so Low?
What's Better - Roth or Traditional 401k (or IRA)?
What Goals Should You Invest For?
Should You Use a Target Date Fund in Your 401k Plan?
How Soon Before Retirement Should I Begin Adjusting My Portfolio?
How Much Can I Safely Spend in Retirement?
Open Enrollment: How to Navigate Medicare Options?
5 Retirement Mistakes to Avoid Amidst Coronavirus
Retirement Uses for your Health Savings Account (HSA)
7 Ways to Plan Better with Roth IRAs
Should I Invest In Gold?
What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
How Will the Presidential Election Impact the Stock Market?
What are the Best Retirement Plan Options for the Self-Employed?
What Issues Do You Need to Consider For Aging Parents?
[Case Study] How to Turn Charitable Giving Into $100k+ Tax Deductions
What Issues Should You Consider Before Retiring?
Countdown to Retirement: Is Your Spouse Ready For You to Retire?
Countdown to Retirement: Do You Know What You'll Do When You Retire?
Countdown to Retirement: Have You Had Enough Work?
Countdown to Retirement: Do You Have Enough Money?
Is It Better to Pay Off Debt or Invest Going Into Retirement?
Will COVID-19 Cause Social Security to Run Out of Money?
How "Safe" is Too Safe For Your Retirement Portfolio?
Should I Take a Small Mortgage Into Retirement?
How Much Will It Cost For Me To Retire?
Should You Collect Social Security As Soon As You Retire?
What Should You Expect Taxes to Be in Retirement?
Lump Sum vs Annuity - Which Pension Option Should You Choose?
How Will This Bear Market Impact Your Retirement?
4 Easy Ways to Reduce Taxes In Retirement
Ready For Retirement Intro Episode