Ready For Retirement

Our topic on this episode of the Ready for Retirement podcast is about how you can avoid the risk of working too long.Questions answered: How can I make sure I don’t work longer than I need to? What strategies can I implement to ensure I create my ideal retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about everything you need to know about the Roth IRA 5-year rule.Questions answered: How does the Roth IRA 5-year rule impact my retirement strategy? What strategies can I implement to maximize my income in retirement? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about how to best plan for the retirement income gap years.Questions answered: What is the best strategy to prepare for years without income? What can I do to increase income before I can access my retirement accounts? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about how to prioritize competing retirement strategies.Questions answered: What are the benefits of having one comprehensive strategy? What are the risks of having multiple strategies? What is the best strategy for your individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about the framework behind how I invest my own money.Questions answered: How do I invest my own money? What are the strategies I’ve learned when it comes to creating an investment portfolio? My goal is to give a framework as to how I think about money.  Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about the top 5 avoidable retirement mistakes (and how you can avoid them).Questions answered: What are the most common retirement mistakes? How can I ensure I have a secure retirement? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding if you should collect Social Security early and invest it.Questions answered: What are the benefits of collecting Social Security early? What are the benefits of delaying Social Security? Should I collect Social Security and invest it to attempt to achieve a higher return? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding how you can best choose what’s best for you when provided with multiple pension and annuity options.Questions answered: When might electing a lump-sum option make more sense than an annuity? Are there certain annuity options that make more sense than others? What are the best strategies when it comes to deciding between all of my options? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding how you should invest to take advantage of the 4% Rule.Questions answered: What is the 4% rule and how does it impact my ability to retire? What are the best strategies when it comes to investing to take advantage of the 4% rule? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Our topic on this episode of the Ready for Retirement podcast is about understanding how to prepare for a career change (or lifestyle change) before retirement.Questions answered: What should I take into consideration before I change my career (prior to retirement)? What are the best strategies when it comes to preparing for a career change (or lifestyle)? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!