Root Financial

Retiring before claiming Social Security means your portfolio needs a key adjustment. In this video, we walk through a step-by-step strategy using Becky’s case study—retiring at 62 with $1M and claiming Social Security at 67. That five-year gap is where many retirees slip up. Learn how to structure your portfolio to maintain stability, avoid selling stocks at a loss, and make your money last. Watch now to get it right 👉 https://hubs.la/Q039CvwX0

It’s moments like these that we live for at Root!📸 Huge shoutout to Quince for providing us with the best retreat gear. These weren’t just shirts—they brought the team together in all the unspoken ways. And let’s be real, the Root Olympics wouldn’t have been the same without them! 🏅 Thank you to the Quince team, especially Patrick Kunkel and Matthew Gonzales, for taking a chance and making our vision come alive with these shirts. At Root, we’re all about service and showing up for each other, and this retreat was proof of that! Here’s to good times, great teams, and even better shirts. 👏 #RootRetreat #RootFinancialPartners #Root

"Grow more, grow faster!" We hear it all the time—and trust us, we want to help as many people as possible. But growth at the cost of service? That’s not an option. Over the past year, we've expanded from a team of 13 to 40, and while we’re scaling quickly, we’re doing it sustainably. We prioritize bringing on the right people, investing in their development, and ensuring that our clients continue to receive the same high-quality experience. Growth isn’t just about speed—it’s about doing it right. 📈 Learn more about the Starfish Method here: https://lnkd.in/gqgKidT6 #RootFinancialPartners #Root #RootFinancial #Growth

Some of our favorite moments from the Root Retreat! The team split up for an unforgettable day—hiking through the beauty of Joshua Tree, taking swings on the golf course, and going all in for a heated pickleball tournament. A little friendly competition, a lot of good vibes, and memories we won’t forget. 🏔️🏌️♀️🏅 Casino Night kept the energy high, bringing plenty of laughter (and maybe some lucky streaks). 🎲♠️ We started the days in flow, moving, breathing, and grounding ourselves with a morning yoga session. 🧘♂️ The perfect way to set the tone for a day of connection, growth, and renewed energy. All in all, the Root Retreat was a success—one for the books! Until next time. 🌱 #RootFinancialPartners #WorkRetreat

Are You Saving Too Much for Retirement? John and Sarah have done everything right—they’ve worked hard, saved diligently, and built a solid retirement portfolio. But now, they’re wondering: Can we actually enjoy our money without running out? From travel dreams to classic cars, they want to make the most of retirement—but they’re unsure how much they can safely spend. In this video, James breaks down their retirement plan, exploring income sources, spending goals, and key strategies to help them retire with confidence. Watch now! https://hubs.ly/Q038gp4T0

The way we show up for our clients begins with how we show up for ourselves. At Root, we’re committed to empowering our team to lead with confidence—both in and out of the office. 💪 As our team grows, we remain committed to investing in our people and helping them reach their full potential. Grateful to Nicole Pappas Esq. from Blanchard for equipping us with invaluable tools in today’s coaching session! #RootFinancialPartners #Root #GrowingRoots #Retreat

Here’s a message from James Conole, CFP® to kickoff the Root Retreat! 🌴💪 Let’s get it started! What are you most excited to see? #RootFinancialPartners #Root #WorkRetreat

Our team is what makes Root special. Thank you Ari for highlighting this special moment of the journey! As our team continues to grow, our mission remains the same: to help people create a life they love to live. 🌱 There is more to come for the Root Retreat... Are you ready? #RootFinancialPartners #Retreat

Thinking about a Roth conversion? Don’t miss this costly mistake! Filling up lower tax brackets seems smart—until IRMAA surcharges push your Medicare premiums higher, costing you thousands. Bob and Sally’s plan saved them $485K in tax-adjusted assets, but a $47K Medicare surprise wiped out a chunk of their savings. With a smarter approach—factoring in IRMAA, Social Security taxes, capital gains, and heirs’ tax brackets—they boosted their savings to nearly $760K! Before you convert, make sure you’re factoring in these five key tax considerations. Watch now: https://hubs.la/Q037sWQq0

Retirement planning is about more than just saving—it's about making the right moves at the right time. Watch how Jenny increased her retirement success chance from 24% to 85% by following five key steps. Smart planning can make your retirement path clearer and more achievable. https://hubs.la/Q036jkPS0