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Root Financial Partners

16:22

Here’s How to Pay $0 Taxes on $100k Retirement Income

James Conole, CFP®

321K views

17:38

When Should You Work with a Financial Advisor?

James Conole, CFP®

13K views

29:30

Am I Crazy For Paying My Financial Advisor $25k/year?

James Conole, CFP®

126K views

15:25

Where Should I Pull Funds From First In Retirement?

James Conole, CFP®

68K views

31:18

Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?

James Conole, CFP®

105K views

19:43

The Social Security Trap: When Waiting Until 70 Becomes a Huge Mistake

James Conole, CFP®

518K views

10:25

Why Living Off Portfolio Interest No Longer Works in 2023

James Conole, CFP®

80K views

6:35

Financial Plan Sample | Root Financial Partners

James Conole, CFP®

2.2K views

14:11

5 Things Wealthy People Do with Their Money (That Most People Don’t)

James Conole, CFP®

28K views

12:02

10 Money Tips That Changed My Life

James Conole, CFP®

20K views

1:24

Why I Started Root Financial Partners | Root Financial Partners

James Conole, CFP®

2.9K views

17:08

How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio?

James Conole, CFP®

139K views

18:36

See How Roth Conversions Saved Them $595k in Taxes In Retirement

James Conole, CFP®

60K views

20:07

The 3 Big Tax Mistakes EVERY Retiree Makes (Real World Examples)

James Conole, CFP®

577K views

14:29

When should I start living on cash instead of investments?

James Conole, CFP®

50K views

13:31

Retirement Regrets: 5 Retirement Purchases You’ll Wish You Didn’t Make

James Conole, CFP®

65K views

28:32

The New Retirement Strategy That’s Changing the Game

James Conole, CFP®

367K views

12:45

The 5 Most Common Misconceptions People Have About Retirement

James Conole, CFP®

17K views