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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Root Talks: How We Plan When Markets Are Volatile

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Real Estate Investing, Stock Investing, Careers, Save On Taxes, Retirement, Business, Personal Finance, Investing, How To Retire, Early Retirement, Retirement Planning, Entrepreneurship

4.7583 Ratings

🗓️ 20 March 2025

⏱️ 15 minutes

🧾️ Download transcript

Summary

James and Ari tackle a great question from the Root Collective: How do you keep things fun when markets—or life—get tough? They break down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise. James shares a personal story from the early Covid days, highlighting how mindset and self-care helped him show up for clients. The takeaway? A great advisor isn’t just there for the good times—they’...

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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