Income Planning Archives - 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.

Submit a question
How Much Do I Need to Spend $10k/month in Retirement?

How Much Do I Need to Spend $10k/month in Retirement?

This Simple Budgeting Trick Changed Everything For Me

How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring

How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring

4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)

4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)

I’m Single with $1M How Much Can I Spend in Retirement?

I’m Single with $1M. How Much Can I Spend in Retirement?

3 Different Ways You Can Crete $10k/mo in Retirement

3 Different Ways You Can Create $10/k/mo in Retirement

I’m Single with $1.5 Million. How Much Can I Spend in Retirement?

I’m Single with $1.5 Million. How Much Can I Spend in Retirement?

How Much Can I Expect to Spend in Retirement with a $2.5 Million Portfolio?

How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio

3 Simple Steps to Ensure Your Portfolio Can Support Your Retirement

How to Save $595k In Taxes In Retirement

3 Common Habits That Are Preventing You From Retiring

5 Really Good Reasons to File for Social Security at Age 62