If You Only Watch One Retirement Video, Make It This (Special Workshop Announcement)

Come to my LAST workshop of 2026 on October 9th!! → https://grow.rootfinancial.com/early-... FREE GUIDES ⬇️ 1. What issues should I consider before I retire? https://qatoi.share.hsforms.com/2oF4V... 2. 2026 IMPORTANT NUMBERS https://qatoi.share.hsforms.com/2SOEw... 3. How to pay 0% taxes https://qatoi.share.hsforms.com/2hEkE... 4. How to get healthcare coverage https://qatoi.share.hsforms.com/2fWkt... OR book a call with MoveHealth here and tell them I sent you: https://movehealth.io/book-a-call 5. Which account to withdraw from first in retirement? https://qatoi.share.hsforms.com/2IBxJ... 6. Should I do roth conversions? If so, when? https://qatoi.share.hsforms.com/2yq1P... Find out when you can retire early and run what-if scenarios ⬇️ → https://ari-taublieb.mykajabi.com/ear... Ari Taublieb, CFP®, MBA, is the Chief Growth Officer of Root Financial Partners and host of the Early Retirement Podcast. INSTAGRAM - Instagram: earlyretirementari What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Chief Growth Officer of Root Financial Partners and host of the Early Retirement Podcast. Viewer comments displayed in this video were posted publicly on Root's social media channels by individuals identified only by screen name. Root has not verified the identity of these commenters and does not know whether any given commenter is a current client, a former client, or a non-client of Root. No commenter shown received cash or non-cash compensation from Root in exchange for their comment. A material conflict of interest may exist to the extent any commenter is a current client of Root with an ongoing advisory relationship, or is otherwise affiliated with Root. The comments reflect the individual commenter's own views and experience, may not be representative of the views or experience of other clients or viewers, and are not a guarantee of future results or of the success of any advisory relationship. Root did not solicit these comments, and their display in this video should not be interpreted as a promise of specific outcomes for any viewer. Additional information about Root's conflicts of interest is disclosed in Root's Form ADV Part 2A, available at adviserinfo.sec.gov. ––––––––––––––––––––––––––––– Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.