Our topic on this episode of the Ready for Retirement podcast is about why a Monte Carlo analysis is not a financial plan

Questions answered: What is a Monte Carlo analysis and how does it impact our retirement plan? What strategies can you implement to ensure you create your 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 differences between investing in a tax-deferred annuity and a brokerage account.

Questions answered: Should you invest in a tax-deferred annuity or a brokerage account? What strategies can you implement to ensure you create your 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 recent iBonds paying 7.12%.

Questions answered: Should you invest in iBonds paying 7.12%? What strategies can you implement to ensure you create your 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 key planning points to consider when retiring before age 65.

Questions answered: How can you make sure you're on track to retire before age 65? What strategies can you implement to ensure you create your 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 planning for varying withdrawal needs in retirement

Questions answered: Where should I pull funds from first and how does that 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create 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 Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!