Root's Master Plan Webinar

Рет қаралды 10,661

17 күн бұрын

Root has experienced rapid growth recently.
So, what’s next? What will we do with the platform we’ve created?
We have big plans, and we know you all are as much a part of this as we are.
In this live webinar, Root Founder & CEO James Conole explains the problem with the financial industry, why Root needs to be a part of the solution, and how we plan to disrupt the status quo.
James and Vice President Ari Taulieb finish off the discussion with a live Q&A session.
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Learn the tips & strategies to get the most out of life with your money.
Get started today → www.rootfinancialpartners.com/
Get access to the retirement software I use in this video and more → retirement-planning-academy.m...
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Пікірлер: 28

@toddw4733 15 күн бұрын

Would love for Root to offer pay for financial planning without the need to manage my money. I have the management part down...but need help with tax, RMD, social security and healthcare planning. Love your content...keep it up!

@RyanPageCFP 13 күн бұрын

I would challenge you to consider why hourly or project-based fees create headwinds to achieving outcomes? In my experience, client-advisor relationship engagement is significantly lower because subconsciously if the advisor thinks the conversation should be 90 minutes, half that time the client is thinking about the $500/hour being charged even though the value is way above and beyond that.

@hagakuru 4 күн бұрын

My CPA actually advises on many of those subjects and usually provides advice and suggestions to me off the clock (as long as I do my annual return with him). I pretty much use my CFP for investment advice and making my money work for me. But, for the most part, my CPA can tell me about RMDs, case scenarios about SS and more. See if your CPA can do the same.

@earlyretirementari 16 күн бұрын

Thank you all for attending. Special moment in Root’s history. We look forward to serving you all whether it’s working with us directly, watching our content, etc. Thank you, again.

@buckwildz 15 күн бұрын

Thanks for sharing all this publicly. After years of watching your show and now Ari's, if anyone can find a model down the road that serves more people, it's you. Dont forget that a lot of your viewers are DYIers. We have a different view towards what we think an advisor can help with or what we want help with. P.s. Not sure if you guys are using different mics today but you guys sound great, especially Ari.

@mgeverett 3 күн бұрын

Wish I had found you guys 5 or 6 years ago. My tax planning window is very short now and I have large capital gains and large future RMDs. Thanks for this transparency, admirable Master Plan. I will reach out to see if I can become a client but value that you stick to your mission and valuable goals.

@patslack6921 16 күн бұрын

Thanks for all you are doing in training us to know what we need to be doing and what to expect in looking for an advisor or even just doing this on our own. So very appreciated.

@daved2045 15 күн бұрын

Excellent webinar guys! I love what you’re doing and, as importantly, how you’re doing it!

@DougASAP 15 күн бұрын

Thanks for your videos, good luck on your successful growth!

@lucasdurham6830 16 күн бұрын

Super excited to get started!

@floginvids 16 күн бұрын

Good Info there. I'm kinda surprised that you did not mention the Early Retirement Academy.

@buyerclub2 16 күн бұрын

As my son is about your age, and also working on building his business, I guess all that I want to offer is "good luck". I do think your team's videos are first rate. (But I just cant see how any AUM firm would be useful for me.

@toddcurtis4292 10 күн бұрын

Best wishes as you grow the business…the right way. I too didn’t quite meet your current minimum but look forward to you potentially reaching back out to me in the near future. I sure do resonate with and appreciate the approach evidenced in your videos.

@Mightymursey 15 күн бұрын

I was denied but i have time to wait...thanks for the update and cant wait to become a future client.

@NiranjanBendre 15 күн бұрын

The golden words “at scale”! I want to be part of this… not sure how though!

@caregiver_life 13 күн бұрын

I purchased the software from you, and enjoy using it. Would love to see a community feature too.

@shawnakettell6564 15 күн бұрын

This was great, thank you. For the $2M minimum assets, what does that include? Cash, investments, real estate?

@70qq 16 күн бұрын

🤘

@troyfrei2962 15 күн бұрын

Please remember Required Minimum Distribution (RMD) when you do Calculations! Also keep in mind that tax on house is going up.

@rudy7023 15 күн бұрын

Are you taking on new clients, or are you on a"wait list " due to demand?

@michellesmith1171 11 күн бұрын

We were surprised when we reached out that we were not ideal customers. My perception is that Root ONLY wants to work with very wealthy clients ($10M+).

@christarotolo8225 5 күн бұрын

I’m a Root client and I don’t have 10M+. In the video he says the client minimum is 2 million.