Blog - Root Financial
Hosted by James Conole, CFP©

Ready for Retirement

Weekly videos, podcasts, and articles to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

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Topics

How Much Can I Spend if I Retire at 60 with $2M?

Retirement Revolution: The Paradigm Shift That’s Changing Everything

The Fruition of Bold Predictions

The 3 Biggest Tax Mistakes I See Retirees Make

How Will Your Spending Change Throughout Retirement

The Ultimate ALT TO GO?

Here’s Why So Many People Regret Retiring at 65

Here’s How to Pay Zero Taxes on a $100k Retirement Income (Easier Than You Think)

ALT TO GO!

Roth Conversions: When Will You Actually Break Even?

Retiring before social security? Read this.

Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

The Fear of the Unknown—Foolish? Or Innate?