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İçerik James Conole, CFP® and James Conole tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan James Conole, CFP® and James Conole veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Root Talks: Introducing the New Root Retirement Community

15:48
 
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Manage episode 463989601 series 3307298
İçerik James Conole, CFP® and James Conole tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan James Conole, CFP® and James Conole veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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 retirement fulfilling—connection, travel, health, and purpose.
Inside, you’ll be able to engage with like-minded peers, get expert insights, and explore ideas to shape the next chapter of your life. We’ll have guest speakers, live events, and interactive discussions to help you feel confident in your planning and inspired about what’s ahead.
Root clients get free access, and for everyone else, it’s $50 per month—early adopters can join for just $20. If you’re looking for more than just financial advice, we’d love for you to be part of it.
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - A new retirement community
2:56 - Sharing experiences, creating initiatives
4:22 - Goal: best possible retirement
5:36 - Who is this for?
7:07 - Why join?
10:17 - Pricing
12:13 - The power of community

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

  continue reading

Bölümler

1. Roots New Retirement Community Launch (00:00:00)

2. Financial Community for Retirement Planning (00:06:04)

3. Financial Disclaimer for Retirement Podcast (00:14:48)

270 bölüm

Artwork
iconPaylaş
 
Manage episode 463989601 series 3307298
İçerik James Conole, CFP® and James Conole tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan James Conole, CFP® and James Conole veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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 retirement fulfilling—connection, travel, health, and purpose.
Inside, you’ll be able to engage with like-minded peers, get expert insights, and explore ideas to shape the next chapter of your life. We’ll have guest speakers, live events, and interactive discussions to help you feel confident in your planning and inspired about what’s ahead.
Root clients get free access, and for everyone else, it’s $50 per month—early adopters can join for just $20. If you’re looking for more than just financial advice, we’d love for you to be part of it.
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - A new retirement community
2:56 - Sharing experiences, creating initiatives
4:22 - Goal: best possible retirement
5:36 - Who is this for?
7:07 - Why join?
10:17 - Pricing
12:13 - The power of community

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

  continue reading

Bölümler

1. Roots New Retirement Community Launch (00:00:00)

2. Financial Community for Retirement Planning (00:06:04)

3. Financial Disclaimer for Retirement Podcast (00:14:48)

270 bölüm

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