The Surprising Regrets of Wealthy Retirees | Root Talks

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

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13d ago 16:05

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Retired with millions—but full of regret?
In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else’s version of success, these lessons are emotional, practical, and essential.
What you’ll learn:
Common regrets wealthy retirees confess after leaving work
Why financial freedom means nothing without health, time, or joy
How to avoid estate planning mistakes that burden your spouse or family
Why intentional living matters more than chasing a number
Simple, high-impact ways to prepare for retirement now
If you're building wealth, nearing retirement, or want to live more meaningfully today—this conversation is for you

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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Chapters

1. Introduction (00:00:00)

2. The Saver's Mindset Challenge (00:02:12)

3. Balance Between Personal and Financial Goals (00:05:46)

4. Paying for Peace of Mind (00:07:13)

5. Set Your Family Up for Success (00:09:47)

6. Making Time for What Matters (00:10:41)

7. Living Your Best Life While You Can (00:12:11)

8. Strategies For Best Spending & Closing Thoughts (00:13:38)

262 episodes

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The Surprising Regrets of Wealthy Retirees | Root Talks

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

18 subscribers

published 13d ago

MP3•Episode home