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Why $5 Million is the Tax "Danger Zone"
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Work at SpaceX? Watch This Before your IPO
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You Need to Retire Early - Here's Why
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You Can Retire… But You Might Not Like the Life You Built
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I’ve Never Seen So Many Retirees Make This Same Mistake
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This Is What a $10M Retirement Actually Looks Like
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Retiring After 65? The Rules Change (Hint: You Can Spend More)
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18 Months Into Retirement, This is What Surprised Me Most | Retirement Reality
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Here's the Most Unethical Thing Advisors Do
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The Hardest Year of Retirement: What No One Warned Me About | Retirement Reality
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The Hidden Cost of Roth Conversions: Avoiding Surprise Medicare Charges
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Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
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Most Retirement Advice Fails Singles (Here’s What to Do Instead)
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Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
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Don’t Wait Until 70 for Social Security Unless You Hear This First
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Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math
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When Saving Becomes a Habit You Can’t Turn Off | Root Talks
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The Wake-Up Call That Made Him Retire 10 Years Early | Retirement Reality
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The Secret Cost of Claiming Social Security Too Early (or Too Late)
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Retiring at 54: Why Darren Says It Feels Surreal | Retirement Reality
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How to Maximize Social Security Spousal Benefits (Even if you Collect Your Benefit Early)
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I Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
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Retirement Benchmarks by Age: 40, 50, 60 (And What If You’re Behind?)
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The Unexpected Exit at 55 — Finding Freedom, Purpose, and Identity
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3 Steps to Build a Retirement Paycheck That Lasts
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Your Tax Planning Window Won’t Last Forever | Top 3 Strategies to Prioritize
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Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
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3 Investments That Should Never Go In Your Retirement Portfolio
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We're 62 with $2M: Retire Now or Wait?
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10 Ways Retirement Has Completely Changed in 30 Years
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$10M+ Net Worth Case Study: What to Do First
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The 3 Worst Retirement Mistakes I See All the Time
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The BEST Retirement Advice (From 909 Real Retirees)
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The Cliché Advice You Should Finally Pay Attention To
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5 Signs You Should Fire Your Financial Advisor
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Advice from Retirees: What They Wish They Knew in Their 50s
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Roth vs. Traditional IRA – Which One Really Saves You More?
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You Could Spend WAY More Than the 4% Rule Suggests (Says the Man Who Created It)
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How to Know You’ve Found the Right Financial Advisor │ Root Talks
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What’s the Smartest Investment Mix for Retirees Right Now?
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The Real Reason Most People Struggle in Retirement (It’s Not Money)
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How Much Can I Spend In Retirement with a $2 Million Portfolio?
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Top 5 Social Security Secrets Every 60-Year-Old Needs to Know
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Retiring at 65 Might Be Too Late (Here’s Why)
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Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
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How to Avoid the Widow’s Tax (Before It’s Too Late)
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They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted: The Retirement Travelers
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The Hidden Cost of Financial Optimization (And How to Avoid It)
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When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring
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Here's How Early Retirement Will Impact Your Social Security Benefit
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Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
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Can You Retire Without $1 Million? The Truth Might Surprise You
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The #1 Way to Ruin Your Retirement (Most People Do This)
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How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)
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This Is Why Financially Ready People Struggle to Retire
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What Should You Do With Your 401k When You Retire?
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DIY vs. Financial Advisor: How to Know When It’s Time to Get Help │ Root Talks
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5 Signs It’s Time to Retire - Right Now
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Watch Me Stress Test a $1 Million Retirement Plan
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Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
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5 Things Retirees Regret - And What You Still Have Time to Get Right
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Stop Worrying About Running Out of Money: Here's What You Need to Do
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This Is What Financial Planning Really Changes
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How Much Do You Need to Retire on $10K a Month?
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I've Helped Hundreds of People Retire Comfortably. Here's the Exact 7-Step Framework I Used.
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Ready to Retire? Here's How to Tell Your Company │ Root Talks
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How Much Can We Expect to Spend in Retirement with a $4M Portfolio?
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Social Security at 62 vs 67 vs 70: When should you start claiming your benefits?
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The Surprising Regrets of Wealthy Retirees | Root Talks
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We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?
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Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
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The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now
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When is the Best Time to Realize Gains in my Investment Account?
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Root Talks: How Does the Advisory Team Structure Work at Root?
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How Much Do I Need to Retire? (3 Simple Steps to Determine the Right Amount)
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Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account
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Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
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The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans
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Why many retirees REGRET relying on Social Security Income
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Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
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9 Things To STOP DOING After 60
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Your Roth IRA Could be Locked For 5 Years. Here's Why
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Root Talks: How Do Smart Retirees Handle Big One-Time Expenses?
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The Best Retirement Spending Stories I've Heard This Year
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One Simple Tip to Make Spending Easy in Retirement
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Root Talks: How to Overcome the Scarcity Mindset and Start Spending in Retirement
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Retire Now If you Answer "Yes" to These 5 Questions
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Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts?
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The Most Important Thing You Can Do For Your Financial Plan
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Root Talks: What Does Vanguard Say About Financial Advisors?
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No Taxes on Social Security? Here’s What Trump’s Plan Means for You
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Root Talks: Introducing the New Root Retirement Community
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5 Advanced Social Security Strategies to Maximize Your Retirement Income
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Root Talks: How Do We Approach Team Building?
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Major Social Security Bill Passed: $190B in New Benefits to be Paid After Eliminating WEP & GPO
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Root Talks: What's the Difference Between Root Financial and Other Advisory Firms?
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How Should You Invest $10M+? Most Underutilized Strategy Revealed
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Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building
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3 Simple Steps to Retire in 2025
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Here's How to Avoid a Retirement Filled with Anxiety or Regret
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