En iyi Personal Freedom podcastleri (2025)

1
Root Talks: How We Plan When Markets Are Volatile 14:57

19h ago14:57

14:57

James and Ari tackle a great question from the Root Collective: How do you keep things fun when markets—or life—get tough? They break down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise. James shares a personal story from the early Covid d…

1
Ep 110 | Boost Your Financial Security with a Personal Finance Audit 19:17

3d ago19:17

19:17

Submit your questions here! Feeling overwhelmed by where to start with your finances? In today’s episode, I’m breaking down how to conduct your own personal financial audit in a simple, actionable way. No complicated spreadsheets are required. Whether you’re looking for clarity, control, or just a starting point, this episode will provide you perso…

1
How To Instill Financial Values In Children 19:23

2d ago19:23

19:23

Financial literacy starts at home, but teaching kids can be challenging when they develop an abundance mindset and spend everything they make. We explore effective strategies for engaging young people with money concepts by connecting to their existing interests rather than lecturing them about financial terms. • Growing up around money doesn't aut…

1
Ep 109 | The Checkers and Chess of Wealth Building with Freddie Rappina 22:08

7d ago22:08

22:08

Submit your questions here! In this episode, Freddie Rappina, founder of Opta Financial, discusses the difference between two financial strategies: “checkers” and “chess.” He explains how traditional financial planning, which focuses on saving and debt reduction, is like playing checkers, while wealth-building through leveraging debt and investing …

1
Ep 108 | Get Retirement Ready With These Smart Moves 20:08

10d ago20:08

20:08

Submit your questions here! Feeling overwhelmed with retirement planning? This episode helps simplify the process by highlighting two key starting points. By focusing on these foundational pieces, you’ll gain clarity on where to begin and uncover the next steps to move forward with confidence. This episode breaks down retirement planning by focusin…

1
The One Reason Everyone Delays Their Retirement 17:11

7d ago17:11

17:11

Fear of retirement often arises from the head trash that clouds decision-making and prevents individuals from taking action. Understanding the valid concerns behind this fear is essential to dispel myths that delay retirement readiness. - Explaining the concept of head trash and its impact on retirement decisions - Real-life case study illustrating…

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Ep 107 | Advice For Elderly Parents Care From Guest Expert Asha Paulose 34:06

14d ago34:06

34:06

Submit your questions here! In this podcast episode, estate and elder law attorney Asha Paulose discusses important steps in planning for aging parents' long-term care and financial needs. She emphasizes the importance of early and continuous conversations with parents and outlines critical legal documents like healthcare proxies and powers of atto…

1
How To Plan For Big One-Time Expenses Before You Retire 18:06

15d ago18:06

18:06

This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security. • The impact of one-time expenses on portfolio sustainability • An…

1
Behind The Scenes At Root: How Do We Select Our Advisors? 25:27

15d ago25:27

25:27

Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Financial, highlighting our unique approach to hiring and training advisors to ensure consistent client experiences. • Discusses the importance of advisor alignment with client goals • Explores the internal…

1
How To Remove "Headtrash" and Spend In Retirement Without Worrying 24:22

15d ago24:22

24:22

The podcast explores the complexities of the scarcity mindset in individuals, specifically highlighting the challenges associated with spending even after achieving financial security. Through engaging storytelling and practical insights, we dissect how ingrained beliefs affect spending decisions. • Introduction of the scarcity mindset and its impa…

1
Ep 106 | How My Client Found Balance Between Debt Payoff and Saving 18:46

17d ago18:46

18:46

Submit your questions here! In today's episode, I’m sharing an inspiring success story of one of my amazing clients who transformed her financial life in just three months. She paid off $5,000 in debt, saved $2,500, and even started planning for travel. If you’ve ever felt stuck in the paycheck-to-paycheck cycle and unsure how to balance debt payof…

1
5 Questions To Ask When Interviewing A Financial Advisor 29:40

18d ago29:40

29:40

A clear understanding of how to select the right financial advisor can simplify your journey toward financial success. We discuss five essential questions that are key to uncovering an advisor's capabilities and compatibility with your needs, ensuring that you are well-informed before making a decision. • Importance of asking if the advisor is a CF…

1
Ep | 105 Childfree Wealth Financial Planning with Jay Zigmont 26:19

21d ago26:19

26:19

Submit your questions here! Whether you’re childfree by choice or circumstance, guest Jay Zigmont shares the unique financial and life planning challenges for childfree individuals. He shares customized financial strategies that prioritize personal goals over traditional life scripts. Tune into this episode to understand the unique way to look at y…

1
Ep 104 | 5 Ways to Pay Off Debt Before Retirement 17:57

24d ago17:57

17:57

Submit your questions here! You’re ready to payoff debt and not sure if debt snowball or debt avalanche method is best. In this episode, I describe five (5) different strategies you could implement to become debt free. Listen in as I guide you through how to create your own debt payoff plan and be successful in becoming debt free before retirement.…

1
Retire in Style: The 4 States That Offer the Best Bang for Your Buck 16:13

25d ago16:13

16:13

This episode guides listeners through the process of selecting the ideal state for retirement, weighing financial incentives against personal happiness. The discussion centers on Florida, Arizona, Tennessee, and North Carolina, examining the pros and cons of each state, as well as critical financial considerations for future retirees. • Evaluating …

1
Ep 103 | What Is Generosity? A Conversation with Alison Patterson, Generosity Strategist 22:00

28d ago22:00

22:00

Submit your questions here! Being generous doesn’t have to be just about money, and Alison Patterson agrees. Working as a philanthropic advisor, she helps individuals choose their best form of generosity to support their time, energy, and money in retirement. Listen in to learn what is generosity, and how to explore opportunities for you that best …

1
Ep 102 | Redefining Your Debt Relationship and Taking Control For Retirement 19:47

1M ago19:47

19:47

Submit your questions here! Debt is a part of financial life, but it doesn’t have to define you. In this episode, I dive deep into the reasons we accumulate debt, the emotional and financial weight it carries, and how to take back control. Through real client scenarios, we’ll explore common debt challenges and practical solutions. You’ll walk away …

1
Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.) 17:42

1M ago17:42

17:42

The episode sheds light on the importance of personalized retirement planning, especially for those with guaranteed income sources like pensions. Listeners learn how risk tolerance, investment allocations, and tax strategies should align with their unique financial situations for optimal retirement success. • Emphasizing the role of guaranteed inco…

1
Ep 101 | Navigating Financial Conversations in Relationships with Lindsey Carnick 34:54

1M ago34:54

34:54

Submit your questions here! Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, I welcome therapist Lindsey Carnick to discuss managing stress, anxiety, and financial conversations within relationships. Lindsay, licensed in nine states and experienced in keynote sp…

1
Celebrating 100 Episodes: My Podcasting Journey and Top Episodes Revealed 19:05

1M ago19:05

19:05

Submit your questions here! Join the Savings Challenge Waitlist HERE In the milestone 100th episode, I share about my initial skepticism and gradual success, including reaching the top 5% globally in the education category. I further the most popular episodes, covering topics like cash flow management and retirement savings. Looking for support fro…

1
Step-by-Step Guide To Withdrawing Retirement Income 17:27

1M ago17:27

17:27

This episode explores essential strategies for effective retirement withdrawals, emphasizing the importance of minimizing tax liabilities while maximizing fund growth. Listeners gain valuable insights into withdrawal frameworks, tax implications, and the role of technology in planning for a secure retirement. • Understanding income and tax strategi…

1
Ep 99 | Creating Passive Income for Retirement with Private Lending 24:10

1M ago24:10

24:10

Submit your questions here! Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, my guest Jim Manning shares his journey from a Jesuit-educated insurance paperwork pusher to a mission-driven real estate investor. He shares his passion for transforming properties int…

1
Ep 98 | Retirement 101: Creating a Fulfilling Next Chapter, Your Retirement 21:40

1M ago21:40

21:40

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In the final part of the Retirement 101 series, the focus is on creating a fulfilling and meaningful retirement lifestyle. This episode includes practical advice on envisioning and planning great experienc…

1
The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?) 14:38

2M ago14:38

14:38

The episode explores the intersection of financial decisions and emotional well-being through personal stories. It addresses the dilemma between paying off a mortgage and investing extra capital while emphasizing the importance of confidence in navigating retirement planning. • The dentist's journey inspires a discussion on the importance of financ…

1
Ep 97 | Understanding Behaviors for Investing and Financial Success 30:23

2M ago30:23

30:23

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, we dive into the fascinating world of behavioral investing with Rick, a financial advisor from Dallas who specializes in helping people make smarter money decisions. But forget boring investment talk - this ep…

1
How Does Root Differ From Traditional Financial Firms? 27:41

2M ago27:41

27:41

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture pri…

1
How Do We Build The Best Team In The Financial Industry? 24:48

2M ago24:48

24:48

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the p…

1
Root's New Community Is Coming! (EXCITING UPDATE) 15:49

2M ago15:49

15:49

Join the new Root Collective HERE! Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make reti…

1
Ep 96 | Retirement 101: The Essential Steps to Estimate Your Retirement Budget 21:36

2M ago21:36

21:36

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing…

1
How Much Should I Be Saving To Retire Early? 15:30

2M ago15:30

15:30

Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and investment strategies. By utilizing tools like the time value of money calculator, you can explore different scenarios to assess how to optimize your financial plan for retirement. • The importance of the …

1
Ep 95 | Proven Strategies for Financial Independence with Steve Selengut 26:55

2M ago26:55

26:55

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance…

1
Ep 94 | Retirement 101: Navigating Financial Fears, Debt, and Planning with Confidence 21:31

2M ago21:31

21:31

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling hig…

1
A Complete Guide To Long-Term Care 15:05

2M ago15:05

15:05

Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…

1
Ep 93 | Medicare Made Simple With David Kerlin 26:04

2M ago26:04

26:04

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor. David shares his personal health transformation an…

1
Ep 92 | Retirement 101: Building the Financial Foundations 23:03

2M ago23:03

23:03

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I kick off a four-part series focused on building a successful retirement plan. This episode dives into the first steps of laying a solid foundation. Key topics include tracking expenses, …

1
You Don't Need A Tax Preparer. You Need A Tax Planner. 15:42

2M ago15:42

15:42

This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to…

1
Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein 33:16

2M ago33:16

33:16

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we ov…

1
Behind The Scenes At Root: A Deep Dive Into Our Business 23:19

2M ago23:19

23:19

We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally. • Discussing…

1
How Many Investment Firms Should I Split My Money Between? 21:31

2M ago21:31

21:31

This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration. • Discussing the importance of und…

1
Here's How To Live A Retirement Without Anxiety 22:13

2M ago22:13

22:13

Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore the fears surrounding financial security, the mental impacts of excessive frugality, and the regret people feel for not experiencing life fully as they transition into retirement. • Understanding fears…

1
Ep 90 | How I Made Retirement Possible at 50 [Re-Release] 24:18

2M ago24:18

24:18

Submit your questions here! Join the Financial Freedom Accelerator and create your roadmap to financial freedom! This episode is a re-release of episode 001 My Story & How I Was Able to Retire Early at 50. In this episode, I share my personal money journey about how I was able to retire at the age of 50 and eventually became a financial coach. My j…

1
7 Steps To Check Off Before Retiring Early 16:29

2M ago16:29

16:29

Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations. • Evaluating how much money you truly need for retirement • Contem…

1
Ep 89 | How Gen X Can Reflect, Plan, and Prepare for Retirement 21:50

3M ago21:50

21:50

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflectin…

1
How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 14:53

3M ago14:53

14:53

Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic…

1
Ep 88 | Clear Your Space, Clear Your Mind: Holistic Decluttering with Noelle Fowler 32:37

3M ago32:37

32:37

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest is Noelle Fowler, a holistic declutter coach. She specializes in helping busy women simplify their lives by addressing the root causes of clutter. She shares her journey fro…

1
You Won't Believe How This Couple Retired Early With $500k+ 14:39

3M ago14:39

14:39

Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…

1
Here's How To Decide When To Turn On Social Security 24:10

3M ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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Ep 87 | Day Trading 101: A Beginner’s Guide to Financial Growth with Erin Thompson 28:59

3M ago28:59

28:59

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson, a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits. E…

1
How Do I Invest To Create The Most Income In Retirement? 15:55

3M ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

1
How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

3M ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

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