In this episode of Ready for Retirement, James discusses how to implement (and do better than) the 4% rule.

Questions Answered: 

• How can you maximize your withdrawal strategy?
• What should you consider in terms of withdrawing funds from your investments?
• How can you ensure you reach your retirement goals?
  
  

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

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In this episode of Ready for Retirement, James discusses how to invest in different portfolio "buckets".

Questions Answered: 

• How can you best be invested for your goals?
• What should you consider in terms of withdrawing funds from your investments?
• How can you ensure you reach your retirement goals?
  
  

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!

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, James discusses how to be a better investor with guest, Chad Hufford, owner of Veritas Wealth Management in Anchorage, Alaska.

Questions Answered: 

• How can you become a better investor?
• What should you to become a better investor and set yourself up to reach your retirement goals?
• How can you ensure you reach your retirement goals?

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!

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

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Create Your Custom Strategy ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, James discusses how withdrawal rates should change if you don't have any legacy goals.

Questions Answered: 

• How can you plan most effectively for your legacy goals (or lack thereof)?
• What should you consider in terms of withdrawing funds and your goals?
• How can you ensure you reach your retirement goals?
  
  

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
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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 ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, James discusses how to get financially organized.

Questions Answered: 

• How can you be most organized financially?
• What should you consider when planning for financial organization?
• How can you ensure you don't outlive your money?
  
  

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
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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 ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, James discusses how to enjoy life today while also preparing for the future.

Questions Answered: 

• What can you do today to prepare for the future?
• What should you consider when planning your retirement?
• How can you ensure you don't outlive your money?
  
  

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 ⬇️

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Join the new Root Collective HERE!

In this episode of Ready for Retirement, James discusses the complete guide to Health Savings Accounts (HSA).

Questions Answered: 

• How can you use an HSA most effectively?
• What should you consider when planning your healthcare expenses?
• How can you ensure you don't outlive your money?
  
  

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!

In this episode of Ready for Retirement, James discusses the 3 most important mindset shifts to make going into retirement.

Questions Answered: 

• What are the mindset shifts to make going into retirement? 
• What should you consider when planning your retirement expenses?
• How can you ensure you optimize your money?

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!

In this episode of Ready for Retirement, James discusses how likely it is that you'll run out of money in retirement?

Questions Answered: 

• Is it likely that you will outlive your money in retirement? 
• What should you consider when planning your retirement expenses?
• How can you ensure you don't outlive your money?
  
  

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!

In this episode of Ready for Retirement, James discusses how to invest for longevity when there's a spousal age gap.

Questions Answered: 

• What would change if one spouse predeceased the other? 
• How would your income and portfolio be impacted? 
• What are the considerations when planning around one spouse predeceasing the other?
  
  

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!