Inside a Retiree’s Life: The Reality
0:55
Inside a Retiree’s Life: The Reality
3.1K views6 months ago
YouTubeJames Conole, CFP®
Inside a Retiree’s Life: The Reality
1:05
Inside a Retiree’s Life: The Reality
2.6K views6 months ago
YouTubeJames Conole, CFP®
Inside a Retiree’s Life: The Reality
1:01
Inside a Retiree’s Life: The Reality
3.2K views6 months ago
YouTubeJames Conole, CFP®
Inside a Retiree’s Life: The Reality
0:50
Inside a Retiree’s Life: The Reality
4K views6 months ago
YouTubeJames Conole, CFP®
Retiree Reveals What It’s Really Like
0:56
Retiree Reveals What It’s Really Like
3.2K views6 months ago
YouTubeJames Conole, CFP®
Retiree Reveals What It’s Really Like
0:52
Retiree Reveals What It’s Really Like
1.7K views6 months ago
YouTubeJames Conole, CFP®
How to Effectively Explain our Root Reserves Investment Strategy
24:38
How to Effectively Explain our Root Reserves Investment Strategy
7.3K views1 month ago
YouTubeRoot Ready
1:08
The Truth About Retirement No One Tells You
2K views6 months ago
YouTubeJames Conole, CFP®
0:55
The Truth About Retirement No One Tells You
2.3K views6 months ago
YouTubeJames Conole, CFP®
1:00
The Truth About Retirement No One Tells You
4.7K views6 months ago
YouTubeJames Conole, CFP®
1:10
Live More | The Root Financial Manifesto
4.7K views10 months ago
YouTubeRoot Financial
14:56
Root Talks: Introducing the New Root Retirement Community
1K viewsJan 30, 2025
YouTubeRoot Financial
25:09
How Great Advisors Help Clients Face the Fear of Retirement | Root Ready
650 views9 months ago
YouTubeRoot Financial
3:41
The Goal Isn’t Retirement. It’s Freedom to Live Fully.
5K views10 months ago
YouTubeJames Conole, CFP®
7:46
When Should I Stop Maxing Out My 401(k)? | Root Drops with Erin Varghese
9.7K views7 months ago
YouTubeRoot Financial
21:58
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?
78K viewsMay 3, 2025
YouTubeJames Conole, CFP®
23:59
Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building
855 viewsJan 9, 2025
YouTubeRoot Financial
18:19
How to Know You’ve Found the Right Financial Advisor │ Root Talks
635 views8 months ago
YouTubeRoot Financial
17:44
The Hidden Cost of Financial Optimization (And How to Avoid It) | Root Talks
1.4K views8 months ago
YouTubeRoot Financial
16:13
SECURE Act 2.0 | 7 Important Changes That You Need to Know
154.7K viewsJan 7, 2023
YouTubeJames Conole, CFP®
3:32
Root Financial Introduction
2.1K viewsDec 6, 2024
YouTubeRoot Financial
6:35
Financial Plan Sample | Root Financial Partners
2.9K viewsOct 3, 2021
YouTubeJames Conole, CFP®
3:18
From Goldman Sachs & BlackRock To Starting My Own Firm: Why I Started True Root Financial
2 views1 month ago
YouTubeTrue Root Financial
5:26
What's A Good Probability Of Success To Plan For? | Root Drops with Caleb Vering
757 views9 months ago
YouTubeRoot Financial
7:58
How I Got to Throw the First Pitch for the Padres
2.1K views7 months ago
YouTubeJames Conole, CFP®
15:52
What Are the Pros and Cons of Mega Backdoor Roth Conversions?
32.4K viewsNov 22, 2022
YouTubeJames Conole, CFP®
17:07
Make Sure You Use This Withdrawal Strategy As Soon As You Retire
93K viewsJun 11, 2022
YouTubeJames Conole, CFP®
12:17
Costly Roth Conversion Mistakes and How to Avoid Them
31.6K viewsFeb 25, 2023
YouTubeJames Conole, CFP®
22:42
This Simple Budgeting Trick Changed Everything For Me
151.8K viewsJun 8, 2024
YouTubeJames Conole, CFP®
See more