Joining the Root Family was the best decision my wife and I ever made. We had several other advisors, traditionally-minded, before coming to Root. You helped us retire about 10 years earlier than our other planners had us on track for! We got tired of losing large sums of money among the cracks between our estate planning attorneys, accountant, and traditional financial planner. It was like pulling teeth to get them to talk to one another. Absolutely LOVE getting more free time to live life, instead of stressing about the details and tax planning, my prior team seemed to be overlooking. Love you guys!!!!!!!!!!!!
The most authentic video in the financial service industry I have ever seen. Thank you Ari for your consistent high quality retirement planning/ management content.
Thanks for sharing your perspective. It is definitely work to do a good job yourself. I have spent hours educating myself through UA-cam videos by great people like you and James. You two are the best.
Many don’t need an advisor, but need discipline and proper guidance/education. And hopefully, we can access quick Q&A type of information if necessary! Love your academy, which gives us great info and tools. Nice topic!
The article that Ari mentioned says that discipline/guidance (Read: Don't sell when the market does poorly) is the largest added value that a CFP provides
I’m 40 and Manage my own money ( $1.1Million) until I have enough to hire you guys 😅 Think you all said $2Million no? Wife 37 and we plan to retire in 17 years
In 1998 I started working at a catholic school. The nun suggested a fidelity growth fund and a blue chip fund. The latter was $40 a share in 1998. Today it's over $200. Thank you Sistet! :)
Joining the Root Family was the best decision my wife and I ever made. We had several other advisors, traditionally-minded, before coming to Root. You helped us retire about 10 years earlier than our other planners had us on track for! We got tired of losing large sums of money among the cracks between our estate planning attorneys, accountant, and traditional financial planner. It was like pulling teeth to get them to talk to one another. Absolutely LOVE getting more free time to live life, instead of stressing about the details and tax planning, my prior team seemed to be overlooking. Love you guys!!!!!!!!!!!!
Thank you so much for sharing, Peter and Pheth. We love you guys!
Yep, I met with someone at Root several times and then they told me it wouldn’t add value if I worked with them. So much integrity.
Thanks for sharing, Karen. Wishing you the best!
The most authentic video in the financial service industry I have ever seen. Thank you Ari for your consistent high quality retirement planning/ management content.
Thank you!
Thanks for sharing your perspective. It is definitely work to do a good job yourself. I have spent hours educating myself through UA-cam videos by great people like you and James. You two are the best.
Thanks Janet ❤️
Many don’t need an advisor, but need discipline and proper guidance/education. And hopefully, we can access quick Q&A type of information if necessary! Love your academy, which gives us great info and tools. Nice topic!
The article that Ari mentioned says that discipline/guidance (Read: Don't sell when the market does poorly) is the largest added value that a CFP provides
Thank you! I should have read it before commenting, but glad that my gut feeling aligned with content :)
I’m 40 and Manage my own money ( $1.1Million) until I have enough to hire you guys 😅 Think you all said $2Million no? Wife 37 and we plan to retire in 17 years
In 1998 I started working at a catholic school. The nun suggested a fidelity growth fund and a blue chip fund. The latter was $40 a share in 1998. Today it's over $200. Thank you Sistet! :)
That’s 6.4% per year.
@@rdspamcold blooded
Thanks Ari for all you provide. Have you done a video on the importance of keeping a lower percentage of overlapping equity funds in ones portfolio?
Yes! ua-cam.com/video/2l5QY8XIdYg/v-deo.htmlsi=-K_SyPPyvFKQvFyt
Great piece of content....filled out the form, waiting for my turn in line. Talk to you soon....
Thank you!
do you have a video on inheritance and tax
Yes ua-cam.com/video/DcfBmgdpD_8/v-deo.htmlsi=xa21ghDPNCh_SkKz
@earlyretirementari is also doing a live video TOMORROW on inheritance!
I purchased your software back in July and would like to erase everything and start over with it, Is that possible?
Email me