Special Honeymoon Episode & Early Retirement Workshop Announcement

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/c4f8d0 The most common regret Ari hears from retirees is not that they ran out of money. It is that they waited too long to start enjoying it. This video covers seven lessons drawn from client conversations, and most of them point to the same underlying problem: people build investment plans but not spending plans. Knowing how much you have is different from knowing how much you can...

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/e6f2e4 Vanguard's 2026 How America Saves report covers data from over five million retirement plan participants, and the numbers reveal something more useful than whether you are ahead or behind: they show what actually drives retirement outcomes. Ari walks through the key findings and what they mean for people trying to retire early. The average 401k balances by age are lower than ...

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/a60c21 Most retirement relocation conversations start and end with Florida, Arizona, or Texas. The states that actually deserve more attention tend to get skipped over because they are less obvious, not because they are less compelling. In this video, Ari covers four states that rarely appear at the top of retirement destination lists, each worth knowing about for different reasons ...

Ready to retire early? Start here ⬇️ → https://learn.rootfinancial.com/64e423 The tax difference between retiring in California and retiring in a state with no income tax can add up to a significant amount over a long retirement. For some people, that gap is large enough to change when they can stop working. For others, it is real money that still does not outweigh what they would be giving up. In this video, Ari walks through five tax-friendly states worth knowing about, alongside the rese...

Sometimes the math is the easy part. In this episode, Ari responds to a voicemail from a listener who, on paper, looks like a retirement planning success story. Strong income, a meaningful pension, a well-funded portfolio, and a clear sense of how much they want to spend. The numbers point in the right direction before anyone has done the math. But the more interesting questions are never the obvious ones. Ari starts where he always does, not with the account balance, but with the spending...