All episodes
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?