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Why I Started Root Financial Partners | Root Financial Partners
1:24
Why I Started Root Financial Partners | Root Financial Partners
3.3K viewsApr 27, 2021
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
Investing From First Principles | Root's Approach
57:17
Investing From First Principles | Root's Approach
849 views11 months ago
YouTubeRoot Financial
How To Implement Roth Conversions WITH A Pension (Case Study)
16:52
How To Implement Roth Conversions WITH A Pension (Ca…
18.3K viewsMar 2, 2025
YouTubeAri Taublieb, CFP®
How to Know You’ve Found the Right Financial Advisor │ Root Talks
18:19
How to Know You’ve Found the Right Financial Advisor │ Root Talks
635 views8 months ago
YouTubeRoot Financial
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
18:09
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Be…
1.8K viewsMay 1, 2025
YouTubeRoot Financial
Retiring early? The 4% rule might fail you.
1:29
Retiring early? The 4% rule might fail you.
2.1K views2 months ago
YouTubeAri Taublieb, CFP®
22:58
Why Root Advisors Wait Until the Third Meeting to Talk About Invest…
364 views6 months ago
YouTubeRoot Ready
26:49
Root Talks: What's the Difference Between Root Financial and Othe…
1.1K viewsJan 16, 2025
YouTubeRoot Financial
9:29
How Do I Build A Custom Asset Allocation For My Retirement?│ R…
1.1K views8 months ago
YouTubeRoot Financial
6:28
How Do I Find My True Purpose In Retirement?│Root Drops with Roc…
497 views9 months ago
YouTubeRoot Financial
9:59
What's A Safe Withdrawal Rate If I Want To Die With Zero? Root Drop…
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YouTubeRoot Financial
18:36
Why Brokerage Accounts Might be the Most Underrated Tool in Your …
12.1K views9 months ago
YouTubeRoot Financial
0:59
Ranking the best retirement Accounts
1.7K views5 months ago
YouTubeAri Taublieb, CFP®
17:08
How to Know If You’re Ready to Retire (Hint: It’s Not Just About M…
1.3K views10 months ago
YouTubeRoot Financial
17:44
The Hidden Cost of Financial Optimization (And How to Avoid It…
1.4K views9 months ago
YouTubeRoot Financial
5:26
What's A Good Probability Of Success To Plan For? | Root Drop…
768 views9 months ago
YouTubeRoot Financial
1:49
Do you plan on doing Roth Conversions?
320 views1 month ago
YouTubeAri Taublieb, CFP®
2:36
Can They (38/40) Retire At 55?
5 hours ago
YouTubeAri Taublieb, CFP®
2:36
Can They (38/40) Retire At 55?
5 hours ago
YouTubeDiary Of A Retiree with Ari Taublieb, ​CFP®
0:47
Early Retiree Shares the Key to Retiring Early
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YouTubeAri Taublieb, CFP®
0:40
Retiree Reveals What It’s Really Like
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YouTubeAri Taublieb, CFP®
2:44
Do They Have Enough To Retire In 3 Years?
406 views1 week ago
YouTubeDiary Of A Retiree with Ari Taublieb, ​CFP®
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Root Financial Introduction
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YouTubeRoot Financial
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How Great Advisors Help Clients Face the Fear of Retirement | Roo…
650 views10 months ago
YouTubeRoot Financial
7:28
How Long Should I Plan To Live For In Retirement?│Root Drops with J…
1K views7 months ago
YouTubeRoot Financial
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Want to Be a Better Advisor? Learn to Frame Wealth the Right Way | R…
373 views10 months ago
YouTubeRoot Financial
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How Do I Handle The Emotions Of Actually Retiring?│Root Drops wit…
726 views8 months ago
YouTubeRoot Financial
0:58
Who We Are - Root Financial Partners
2.3K viewsApr 21, 2021
YouTubeJames Conole, CFP®
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