Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
Have you ever told yourself:
"I'll only work one more year, I mean it this time"
"Once I get this bonus, I'm finally retiring"
"I would retire in the coming years, but I'm too worried about (NAME ANYTHING)"
Here's the danger of working one more year: https://www.youtube.com/watch?v=gsC4e...
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Who doesn't love paying $0 in taxes? Check this out: https://www.youtube.com/watch?v=8pvqC...
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Are you a natural saver or spender?
We discussed how to spend with confidence in retirement at last nights live event.
Enjoy: youtube.com/live/A3pTpR_n68s?si=my3HaeM3OJkrVwFn
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Should you pay off your mortgage or invest more?
Should you invest into your traditional or Roth 401k?
Check our latest form of content with our informal, educational, and fun style here:
LIVE RECORDING:
youtube.com/live/_c5_CeDeb3Y?feature=share
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Have you heard of a wealth psychologist?
Sounds odd - I know.
It’s a real thing!
People who have created massive wealth feel guilt, an identity crisis, and don’t want to mess up the wealth in their possession.
They often feel poorly if not used to the greatest extent.
My most recent video doesn’t touch on this topic specifically, but the financial issues around having $20M+ -
We have $20 Million But We're Still Worried | REAL Case Study - PART 1
We have $20 Million But We're Still Worried | REAL Case Study - PART 1
There are lessons to be learned whether you have $1 or $50,000,000.
Video here:
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My birthday is tomorrow and I only have one request.
No gifts or presents, please.
I’d just love to hear if I’ve helped you feel more confident in any way when it comes to your retirement.
Thank you in advance for sharing your thoughts below in the comments.
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Health > wealth.
Check out our latest episode here to understand everything you need to know regarding preparing for retirement health and happiness: https://youtu.be/PFMa6YQoY-Y?si=Ee4Pj...
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It was a big week for Root.
We hosted our Master Plan so all of you are on the journey with us and understand why we do what we do.
We now manage over $500M+ in assets for our amazing clients.
If you haven't seen it yet - my partner @earlyretirementari and I have posted this here available now: https://www.youtube.com/watch?v=p94Ui...
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Hi. I'm James 👋 … Certified Financial Planner® and founder of Root Financial. Each week I release videos to teach you about investing, spending and saving, tax strategies, and more to help you get the most out of life with your money.
But getting the most out of life is about more than your finances. I also cover topics that help you think more deeply about your life's purpose and how your money fits into it.
My advisory firm, Root Financial, works with people like yourself with retirement, investing, and financial planning. If you'd like to learn more and schedule a time to meet with an advisor, visit us at rootfinancialpartners.com.
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Root Financial Partners, LLC is a RIA (Registered Investment Advisor). All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.