We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners Questions answered: What is a Monte Carlo Analysis and what is it used for?How does a …
[Read more...] about Why a Monte Carlo Analysis Is Not a Financial Plan
Our topic on this episode of the Ready for Retirement podcast is about the differences between investing in a tax-deferred annuity and a brokerage account. Questions answered: Should you invest in a tax-deferred annuity or a brokerage account? …
[Read more...] about Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
Our topic on this episode of the Ready for Retirement podcast is about the key planning points to consider when retiring before age 65. Questions answered: How can you make sure you're on track to retire before age 65? What strategies can you …
[Read more...] about Key Planning Points to Consider When Retiring Before 65
Our topic on this episode of the Ready for Retirement podcast is about how you can avoid the risk of working too long. Questions answered: How can I make sure I don’t work longer than I need to? What strategies can I implement to ensure I create …
[Read more...] about How to Avoid the Risk of Working Too Long
Our topic on this episode of the Ready for Retirement podcast is about everything you need to know about the Roth IRA 5-year rule. Questions answered: How does the Roth IRA 5-year rule impact my retirement strategy? What strategies can I implement …
[Read more...] about Everything You Need to Know About The Roth IRA 5-Year Rule
