Jonathan Root, Private Wealth Advisor in North Haven, CT
0:30
Jonathan Root, Private Wealth Advisor in North Haven, CT
Jan 27, 2025
ameripriseadvisors.com
How Would You Feel If You Knew You Could Retire Today? | Root Financial Partners
1:01
How Would You Feel If You Knew You Could Retire Today? | Root Fi…
20.6K viewsMay 6, 2021
YouTubeJames Conole, CFP®
Root Financial Partners' Conole On Driving Organic Growth
Root Financial Partners' Conole On Driving Organic Growth
May 20, 2022
riachannel.com
The Complete Guide To An Early Retirement : A Step-by-Step Process
17:23
The Complete Guide To An Early Retirement : A Step-by-Step Process
22.1K viewsJan 29, 2024
YouTubeAri Taublieb, CFP®
Financial Plan Sample | Root Financial Partners
6:35
Financial Plan Sample | Root Financial Partners
2.8K viewsOct 3, 2021
YouTubeJames Conole, CFP®
Root Financial Partners
0:26
Root Financial Partners
1.5K viewsNov 21, 2017
YouTubeJames Conole, CFP®
How To Implement Roth Conversions WITH A Pension (Case Study)
16:52
How To Implement Roth Conversions WITH A Pension (Ca…
17.5K views11 months ago
YouTubeAri Taublieb, CFP®
0:53
Inside a Retiree’s Life: The Reality
4 views2 months ago
YouTubeAri Taublieb, CFP®
18:36
Why Brokerage Accounts Might be the Most Underrated Tool in Your …
11.5K views6 months ago
YouTubeRoot Financial
17:08
How to Know If You’re Ready to Retire (Hint: It’s Not Just About M…
1.3K views6 months ago
YouTubeRoot Financial
0:57
Early Retiree Shares Tips on How to Retire Early
5.6K views3 months ago
YouTubeAri Taublieb, CFP®
Doug Root - Clarity Financial
Dec 13, 2022
theclarityfinancial.com
0:47
Early Retiree Shares the Key to Retiring Early
15.3K views4 months ago
YouTubeAri Taublieb, CFP®
0:40
Retiree Reveals What It’s Really Like
80 views3 months ago
YouTubeAri Taublieb, CFP®
0:35
Rating Retirement Purchases
9.7K views1 month ago
YouTubeAri Taublieb, CFP®
0:53
Early Retiree Shares How He Retired Early
1.1K views2 months ago
YouTubeAri Taublieb, CFP®
16:07
Roth Conversion Checklist: 5 Key Factors to Maximize Your Convers…
14.8K viewsJan 25, 2025
YouTubeJames Conole, CFP®
1:21:06
EXCLUSIVE INTERVIEW With James Conole (Founder of Root)
3.4K views7 months ago
YouTubeAri Taublieb, CFP®
9:59
What's A Safe Withdrawal Rate If I Want To Die With Zero? Root Drop…
5K views6 months ago
YouTubeRoot Financial
1:05
Inside a Retiree’s Life: The Reality
27 views3 months ago
YouTubeJames Conole, CFP®
41:55
I'm Single, 54 And Have $2M (401k). Can I Retire Early?
60.5K viewsFeb 12, 2025
YouTubeAri Taublieb, CFP®
16:22
Here’s How to Pay $0 Taxes on $100k Retirement Income
606.8K viewsMar 16, 2024
YouTubeJames Conole, CFP®
17:20
Roth Conversions or Healthcare Subsidies? [Case Study]
11.9K viewsJul 9, 2024
YouTubeAri Taublieb, CFP®
1:03:00
Root's Master Plan Webinar
16.3K viewsJun 12, 2024
YouTubeJames Conole, CFP®
0:46
Early Retiree Shares How He Retired Early
1.8K views3 months ago
YouTubeAri Taublieb, CFP®
19:53
Health Insurance For Early Retirement! (All You Need to Know)
218K viewsApr 22, 2024
YouTubeAri Taublieb, CFP®
28:15
The Rundown on ROK Financial's Partnerships
2.1K viewsJan 30, 2023
YouTubeROK Financial
21:32
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
39.2K viewsNov 7, 2023
YouTubeJames Conole, CFP®
0:50
Early Retiree Shares Why She Retired Early
3.2K views3 months ago
YouTubeAri Taublieb, CFP®
18:04
5 Situations When You Should NOT Implement ROTH Conversions!
17.7K viewsApr 2, 2024
YouTubeAri Taublieb, CFP®
See more videos
Static thumbnail place holder