James Conole, CFP®

Collecting Social Security early while working? Watch this.

5 days ago • 0 • P

Collecting Social Security early while working? Watch this.

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5 days ago

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The Retirement Red Zone: Why the Final 5 Years Decide Everything

1 week ago • 0 • P

The Retirement Red Zone: Why the Final 5 Years Decide Everything

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1 week ago

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How much money do you actually need to retire?

1 week ago • 0 • P

How much money do you actually need to retire?

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1 week ago

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Are you sure your “tax deferral” isn’t just a tax bomb with a later date?

1 week ago • 0 • P

Are you sure your “tax deferral” isn’t just a tax bomb with a later date?

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1 week ago

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1 in 5 Americans over 65 are still working. You don’t have to be.

1 week ago • 0 • P

1 in 5 Americans over 65 are still working. You don’t have to be.

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1 week ago

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Should you retire before claiming Social Security?

1 week ago • 0 • P

Should you retire before claiming Social Security?

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1 week ago

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The Biggest Retirement Lie: "I Can’t Retire Until Medicare"

2 weeks ago • 0 • P

The Biggest Retirement Lie: "I Can’t Retire Until Medicare"

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2 weeks ago

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Many retirees are shocked when they realize their Social Security is taxable.

2 weeks ago • 0 • P

Many retirees are shocked when they realize their Social Security is taxable.

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2 weeks ago

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Blind ranking the best places to retire!

2 weeks ago • 0 • P

Blind ranking the best places to retire!

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2 weeks ago

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Should your mortgage be paid off before retirement?

2 weeks ago • 0 • P

Should your mortgage be paid off before retirement?

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2 weeks ago

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Why $5 Million is the Tax "Danger Zone"

3 weeks ago • 0 • P

Why $5 Million is the Tax "Danger Zone"

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3 weeks ago

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The 5 accounts you need working together to retire rich in 60 seconds.

3 weeks ago • 0 • P

The 5 accounts you need working together to retire rich in 60 seconds.

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3 weeks ago

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When should you start doing Roth conversions?

3 weeks ago • 0 • P

When should you start doing Roth conversions?

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3 weeks ago

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What are you really buying with “one more year”?

3 weeks ago • 0 • P

What are you really buying with “one more year”?

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3 weeks ago

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Is Social Security going to run out?

3 weeks ago • 0 • P

Is Social Security going to run out?

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3 weeks ago

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Work at SpaceX? Watch This Before your IPO

4 weeks ago • 0 • P

Work at SpaceX? Watch This Before your IPO

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4 weeks ago

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Did you know this?

4 weeks ago • 0 • P

Did you know this?

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4 weeks ago

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Smart withdrawals can save you thousands!

1 month ago • 0 • P

Smart withdrawals can save you thousands!

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1 month ago

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Which accounts do you have?

1 month ago • 0 • P

Which accounts do you have?

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1 month ago

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You Need to Retire Early - Here's Why

1 month ago • 0 • P

You Need to Retire Early - Here's Why

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1 month ago

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Will you collect at 62, 70, or somewhere in between?

1 month ago • 0 • P

Will you collect at 62, 70, or somewhere in between?

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1 month ago

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Plan for today's retirement, not yesterday's...

1 month ago • 0 • P

Plan for today's retirement, not yesterday's...

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1 month ago

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If profit is your only goal, you’ll miss the best parts of the journey.

1 month ago • 0 • P

If profit is your only goal, you’ll miss the best parts of the journey.

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1 month ago

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I don’t think there are trillions of dollars forgotten in 401ks...

1 month ago • 0 • P

I don’t think there are trillions of dollars forgotten in 401ks...

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1 month ago

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You Can Retire… But You Might Not Like the Life You Built

1 month ago • 0 • P

You Can Retire… But You Might Not Like the Life You Built

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1 month ago

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Root is an expression of the work I love doing!

1 month ago • 0 • P

Root is an expression of the work I love doing!

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1 month ago

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Are your investments in tax-efficient locations?

1 month ago • 0 • P

Are your investments in tax-efficient locations?

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1 month ago

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Three simple levers can reduce future RMD stress...

1 month ago • 0 • P

Three simple levers can reduce future RMD stress...

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1 month ago

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I’ve Never Seen So Many Retirees Make This Same Mistake

1 month ago • 0 • P

I’ve Never Seen So Many Retirees Make This Same Mistake

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1 month ago

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How many non-work friends do you have?

1 month ago • 0 • P

How many non-work friends do you have?

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1 month ago

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Smart planning today could mean more tax-free income later.

1 month ago • 0 • P

Smart planning today could mean more tax-free income later.

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1 month ago

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Blind ranking retirement accounts.

1 month ago • 0 • P

Blind ranking retirement accounts.

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1 month ago

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What's your Tuesday plan?

1 month ago • 0 • P

What's your Tuesday plan?

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1 month ago

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This Is What a $10M Retirement Actually Looks Like

1 month ago • 0 • P

This Is What a $10M Retirement Actually Looks Like

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1 month ago

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01 03 26 JRF JC GV5 BJ11 44RF SHRT

1 month ago • 0 • P

01 03 26 JRF JC GV5 BJ11 44RF SHRT

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1 month ago

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What percentage are you holding in cash right now?

1 month ago • 0 • P

What percentage are you holding in cash right now?

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1 month ago

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Blind-ranking retirement splurges.

3 days ago • 0 • No captions

Blind-ranking retirement splurges.

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3 days ago

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My Playbook for High Performance | Root Performance Standards

4 days ago • 0 • No captions

My Playbook for High Performance | Root Performance Standards

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4 days ago

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