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Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/9593a2

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I've watched people with plenty of money retire and spend the first two years second-guessing everything.

So before I tell any client they're ready, I ask them five questions. If you can honestly say yes to all five, you might b...


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Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/7a0f48 

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Every time you add one more year to your retirement projection, the numbers get better. The math is right. But it only measures one part of your wealth.

Your health, your time and your relationships don't show up anywhere on th...


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Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a

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You saved well. You invested well. You built $2 million or more.

But the habits that got you here aren't the ones that will carry you through retirement. After 15 years of building plans for retirees at this exact level, I've wa...


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