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Roth conversions sound simple on the surface: move money, pay tax now, enjoy tax-free growth forever. That pitch feels hard to ...

After years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, ...

Most retirees worry far more about how to take money out of their accounts than they do about the size of their accounts, and that ...

Sue reveals her transition into an early retirement after a significant career. Sue shares how she finds fulfillment and purpose and ...

Retiring before 65 doesn't have to be a healthcare nightmare. A lot of people delay retirement—not because they love their job, ...

A lot of people assume they need to grind out a few more years at work “just to be safe,” even when the numbers already show ...

Roth conversions get talked about like they're the golden ticket of retirement planning. The charts look incredible, the projections ...

After 37 years with the same company, Lissa realized she didn't need to keep proving her productivity to live a meaningful life.

FREE eBook: Navigating Health Insurance Before 65 - https://rootfinancialpartners.com/health-insurance Get Started with Move ...

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same ...

Everyone talks about “how much you'll spend” in retirement—but almost no one actually spends the same amount every month.

After decades in IT production support, Darren didn't just retire — he escaped. At 54, the constant pings, midnight pages, and ...

Starting Social Security too early can quietly cost you hundreds of thousands in taxes. In this real-life case study, Ari walks through ...

Retirement doesn't come down to a magic number, it comes down to your number. In this episode, we walk through a simple, ...

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same ...

We hear it all the time: “You need $2 to $3 million to retire.” But that number doesn't reflect your life, it reflects a headline.

Feeling like healthcare makes early retirement impossible? It's a common belief, but often fixable with thoughtful income planning.

Having a required minimum distribution (RMD) issue? That usually means you've done a great job saving for retirement, but now ...

You've been told you always need an emergency fund, but does that still apply once you're retired? Let's break down why the old ...