Hi Ari. Nice work. I just discovered your channel recently and it’s very obvious that you live and breathe this stuff and really like what you do. You mentioned that you have clients with 500k to 50m. Does that mean that Root will now work with folks who have less than 2 million? My guess is the answer is no, but I thought I would ask. Thanks!
Thanks, Tony. We have clients that work with us from before we instituted the $2M minimum (which is just in place until we have more amazing team members) so we hope to decrease this in the future but it is unfortunately the case today - which kills me. But the priority must always be quality service first and I don’t want to expand too quickly and have service suffer.
@@earlyretirementari Is there a way to calculate medical including Tricare and Tricare For Life for retired military? I don't see it in the Root tool but maybe it's not obvious where to put that?
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
Hi Ari, I have noticed most of the video are looking at people close to 55 looking to retire. Can you please do a video on someone around 35 or 40 looking to retire on 10k a month.
I have 3 kids and don’t have a legacy goal for them. Am i selfish? I think i justify this bc their dad ( who screwed me in our divorce, including didn’t keep his life insurance which he was supposed to ) died and left all his money to them. So i feel like now my $ is my money! Course I’ll help them with their weddings but that’s all! Hahaha
In the last 24 hours we've launched the new "Root Collective" -> check it out here: ari-taublieb.mykajabi.com/the-root-collective A new type of community where you can interact unlike anything else you've ever seen in the financial industry!
“The Lucky Sperm & Egg Club” 😂 Love it, Ari!
@@MissLauraSquared 🤣🤣🤣
Hi Ari. Nice work. I just discovered your channel recently and it’s very obvious that you live and breathe this stuff and really like what you do. You mentioned that you have clients with 500k to 50m. Does that mean that Root will now work with folks who have less than 2 million? My guess is the answer is no, but I thought I would ask. Thanks!
Thanks, Tony. We have clients that work with us from before we instituted the $2M minimum (which is just in place until we have more amazing team members) so we hope to decrease this in the future but it is unfortunately the case today - which kills me. But the priority must always be quality service first and I don’t want to expand too quickly and have service suffer.
Thanks Ari, love your content. Retiring at 60, they would need to pay for healthcare too which is so expensive.
You’re right! Good thing they watched this: th-cam.com/video/BykvoxJEWGo/w-d-xo.htmlsi=aavFWFa_OeMktVX4
@@earlyretirementari Is there a way to calculate medical including Tricare and Tricare For Life for retired military? I don't see it in the Root tool but maybe it's not obvious where to put that?
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
pls how can I reach this expert, I need someone to help me manage my portfolio
Lisa Grace Myer is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Hi Ari, please, definitely announce when you will be accepting lower threshold portfolio. Thank you
@@HaNguyen-dy6xq will don
Do!
Hi Ari, I have noticed most of the video are looking at people close to 55 looking to retire. Can you please do a video on someone around 35 or 40 looking to retire on 10k a month.
I have 3 kids and don’t have a legacy goal for them. Am i selfish? I think i justify this bc their dad ( who screwed me in our divorce, including didn’t keep his life insurance which he was supposed to ) died and left all his money to them. So i feel like now my $ is my money! Course I’ll help them with their weddings but that’s all! Hahaha
@@fooled_twice4668 not selfish. Live your life.
No $5,000 if you're single leaving $800.00 per month in the bank for savings.... The rest is whatever......
In the last 24 hours we've launched the new "Root Collective" -> check it out here: ari-taublieb.mykajabi.com/the-root-collective
A new type of community where you can interact unlike anything else you've ever seen in the financial industry!