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The 5 things you'll wish you knew before retiring.

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Ready for Retirement

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

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Introducing a New Root Financial

  • Investing

5 Things Wealthy People Do With Their Money (That Most People Don’t)

  • Income Planning
  • Investing

Worried About Retirement? Take a Blank Page and Do This

  • Retirement

Topics

What You Pay Is What You Get

  • Investing

President Trump’s Tax Plan: How it Impacts You

  • Taxes

How to Protect Yourself Against One Huge Financial Risk

  • Investing

7 Changes to Make in Your 30s That Will Set You Up for Lifelong Success

  • Income Planning
  • Investing

Tune Out the Noise

  • Investing

Tired of Not Knowing How Your Financial Advisor Makes Money? I’ll Explain it All Here

  • Income Planning
  • Retirement

How Expecting Average Leads to Failure

  • Investing

Estate Planning Basics: 7 Things Everyone Should Do

  • Retirement

Mind Over Model

  • Investing

What To Do With Market Uncertainty

  • Investing

The January Effect – What Does it Mean for the Rest of the Year?

  • Investing

How to Lower Taxes and Increase Savings

  • Income Planning
  • Investing
  • Taxes

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