Root Talks: Spend Your Way To A Happier Retirement: 5 Pillars Of Better Spending Ready For Retirement podcast

Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ready For Retirement »
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending

2d ago 19:01

MP3•Episode home

Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk through what it looks like to use money with intention, not just someday, but now.
Prompted by a thoughtful note from a Root Collective member, we share stories—personal and client-based—about the small upgrades that matter: better experiences, more time, stronger health, and generosity that deepens relationships.
We also walk through five areas where spending often brings clarity and connection: experiences, time, giving, health, and environment.
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here

Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements.

Create Your Custom Strategy ⬇️

Get Started Here.
Join the new Root Collective HERE!

Chapters

1. Introduction to Saver's Mindset (00:00:00)

2. Five Pillars of Good Spending (00:04:35)

3. Avoiding Goalpost Planning (00:07:10)

4. Surfing Story: Making Time for Life (00:12:30)

5. Real Examples of Meaningful Splurges (00:14:20)

6. Conclusion and Call to Action (00:17:26)

285 episodes

#Trading #Business #Podcasting Education #James Conole, CFP® #James Conole #Retirement Planning #Investing #Tax Planning #Investment Planning #Retirement #Dividend Investing #Stock #Bond #Cash