James Conole, CFP®
Hi, I'm James 👋 — a CERTIFIED FINANCIAL PLANNER™ and founder of Root Financial. Each week, I share videos to help you make smart decisions about saving, investing, spending, and tax strategies — all to help you get the most out of life with your money. But true fulfillment goes beyond finances, so I also explore how your values and money align to support the life you want to live.
At Root, we help clients with retirement, investing, and financial planning. Learn more or schedule a call at rootfinancial.com.
Root Financial Partners, LLC (“Root”) is a Registered Investment Adviser. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.
Неожиданный уход в 55 лет — обретение свободы, цели и идентичности | Реальность выхода на пенсию
Retirement Income Strategy Explained — How to Pay Yourself for Life
Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
Три инвестиции, которые никогда не следует включать в ваш пенсионный портфель
Эта пенсионная математика может изменить ваши временные рамки (пример)
10 способов кардинально изменить выход на пенсию за 30 лет
$10M+ Net Worth Case Study: What to Do First
Три худшие ошибки при выходе на пенсию, которые я вижу постоянно
ЛУЧШИЕ советы по выходу на пенсию (от 909 реальных пенсионеров)
5 признаков того, что вам следует уволить своего финансового консультанта
Как мне удалось сделать первый бросок за «Падрес»
Советы пенсионеров: что они хотели бы знать в свои 50 лет
Roth vs. Traditional IRA – Which One Really Saves You More?
You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It)
What’s the Smartest Investment Mix for Retirees Right Now?
The Real Reason Most People Struggle in Retirement (It’s Not Money)
How Much Can I Spend In Retirement with a $2 Million Portfolio?
Top 5 Social Security Secrets Every 60-Year-Old Needs to Know
Root's State of the Union | What We’ve Done and Where We’re Headed
Retiring at 65 Might Be Too Late (Here’s Why)
How to Avoid the Widow’s Tax (Before It’s Too Late)
They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted
When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring
Here's How Early Retirement Will Impact Your Social Security Benefit
Can You Retire Without $1 Million? The Truth Might Surprise You
The #1 Way to Ruin Your Retirement (Most People Do This)
This Is Why Financially Ready People Struggle to Retire
What Should You Do With Your 401k When You Retire?
5 Signs It’s Time to Retire - Right Now
The Goal Isn’t Retirement. It’s Freedom to Live Fully.