Root Financial Partners

Are you paying more in retirement taxes than necessary?

You and your neighbor might have the same income in retirement—but if they’ve planned more strategically, they could be paying far less in taxes.

In this video, we’re walking through three common tax mistakes people make—and how to avoid them. These missteps are easy to fix, and a few smart moves could make a meaningful difference over time.

Watch the video to learn more: https://hubs.la/Q03gzy5c0

Retirement spending isn’t one-size-fits-all—and it doesn’t always move with inflation.

In this episode, James is joined by Erin from Erin Talks Money to unpack the three phases of retirement spending, why flexibility matters, how Social Security fits in, and what the 4% rule might be missing.

Whether retirement is around the corner or already here, this conversation will help you spend with confidence and invest with clarity.

🎧 Tune in now:
https://hubs.la/Q03fH1vW0

Root Collective history was made today! Members gathered in the Bay Area for the very first in-person meetup — and it didn’t disappoint.

From current jobs to future retirement dreams, the group shared their journeys, how they found Root, and the value of this growing community. While they aren't clients yet, they left feeling inspired, grateful, and excited to stay connected!

Here’s to deeper conversations, real connection, and more meetups to come 💬

The Root Collective is built for those nearing retirement who want more than just financial advice — it's a place to learn, grow, connect, and build a community to enjoy retirement with.

Inside the Collective, you’ll find exclusive shows you won’t see on YouTube, expert-led sessions, deep-dive case studies, and even a “Root Ready” section for those curious about working with us one day.

Learn more about the Collective here: https://ari-taublieb.mykajabi.com/the-root-collective