Featured

Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make

Watch

Balancing financial planning and personal fulfillment in retirement.

The Negative Art of Bonds: Playing to Win or Playing Not to Lose?

Market Insights

Grandfather sharing a cupcake with his granddaughter at the kitchen table, symbolizing family moments supported by thoughtful retirement planning.

Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?

Here’s When to Stop Saving and Start Spending

Here’s When to Stop Saving and Start Spending

Topics

How Will Your Spending Change Throughout Retirement

The Ultimate ALT TO GO?

Market Insights

Here’s Why So Many People Regret Retiring at 65

LIVE Case Study ($4M+) with Ari Taublieb

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

ALT TO GO!

Market Insights

Root’s Investment Philosophy: Learn How We Invest For Clients

Investing

Roth Conversions: When Will You Actually Break Even?

LIVE – $5M+ Early Retirement Case Study: How Much Is Enough to Truly Enjoy Life?

Retirement

Retiring before social security? Read this.

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

Retirement

The Fear of the Unknown—Foolish? Or Innate?

Market Insights

How Much Can I Spend in Retirement with a $2M Portfolio

See how we can help you live your best life in retirement.

We'd love to meet you.