Root Talks: How We Plan When Markets Are Volatile
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 583 Ratings
🗓️ 20 March 2025
⏱️ 15 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Hey, Ari, so we have our Root Collective now, which by the time people are listening |
| 0:04.3 | this has gone through a little bit of an evolution in terms of what it is, what it costs, |
| 0:07.8 | how it operates, and what this podcast is going to become, this specific podcast, you and me, |
| 0:13.5 | Root Talks, as we're calling it, which people can find on my podcast, your podcast, |
| 0:17.4 | our Root Financial YouTube channel. |
| 0:19.3 | We're going to start answering questions directly |
| 0:21.3 | from the community, from the collective here on this podcast. So a couple things. Number one, |
| 0:28.2 | if you're not already in the Root Collective, it is now free. It did not start that way, but we made |
| 0:31.8 | the decision to say, how do we make this as accessible and available to as many people as |
| 0:35.8 | possible? We make it free. So awesome traction |
| 0:39.3 | happening. Lots of great people joining. If you're listening and not already in there, |
| 0:43.1 | join the Root Collective. We'll have a link in the show notes here. And then secondly, |
| 0:47.1 | we're going to be pulling some of your questions. And once a week, we're going to address those |
| 0:50.1 | on this podcast here. So, Ari, what is our question pulled directly from the Root Collective for today? |
| 0:56.5 | So our question for today, and just as James said, there's going to be a root channel inside of the |
| 1:02.8 | collective. So if you're wondering, where do I go put my question or my comment? You'll be able to |
| 1:06.7 | click in there very easily, and you will see it right when you join if you're not already enrolled. |
| 1:10.4 | The question comes from, and this is an actual client who uses a pseudonym, goes by |
| 1:15.9 | George Darcy, and this was in relation to a post we put out talking about the intersection of |
| 1:21.7 | fun and service. We had a media day where James, our head of culture, Josh, and our amazing marketing team that |
| 1:29.4 | helps us do everything that we do. We are talking about, hey, we're going to do this as long as we're |
| 1:33.6 | having fun. And he said the following. Thank you for sharing this. Seeing the fun in our advisor is both a |
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