Featured

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

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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

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The Fruition of Bold Predictions

Market Insights

Market Update – LIVE Show with Ari Taublieb, CFP®, MBA

Investing

The 3 Biggest Tax Mistakes I See Retirees Make

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

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