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Root Talks — episodes
Behind the Scenes at Root Financial: How We Approach Team Building
What's the Difference Between Root Financial and Other Advisory Firms?
How Do We Approach Team Building?
Introducing the New Root Retirement Community
What Does Vanguard Say About Financial Advisors?
How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts?
How to Overcome the Scarcity Mindset and Start Spending in Retirement
How Do Smart Retirees Handle Big One-Time Expenses?
What Role Does "Fun" Play in an Advisory Relationship?
How to Get Past the Fear of Retiring Even When You Have Enough
How Does the Advisory Team Structure Work at Root?
Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
The Surprising Regrets of Wealthy Retirees
Ready to Retire? Here's How to Tell Your Company
DIY vs. Financial Advisor: How to Know When It’s Time to Get Help
Does Your Spouse Really Know the Financial Plan? Why That Matters
Inside Root’s Growth Plan (And the Promise Refuse to Break)
How to Know You’ve Found the Right Financial Advisor
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast)
I Threw the First Pitch at a Padres Game, Here’s the Real Lesson
When Saving Becomes a Habit You Can’t Turn Off