Root Financial Partners

What goals are you saving/investing for? A great post from @thefinancialmotto.

How to go From a Saving Mindset to a Spending Mindset | Ready for Retirement Podcast

Consistency is key. What helps you stay consistent when trying to reach your goals? #financialfreedom #financialliteracy #financialindependence #investing

Should I Purchase an Annuity With Part of My Portfolio?

Who else thinks budgeting can feel stressful? Here’s a new way to think about budgeting. Check out Episode 60 of Ready for Retirement for the full episode Here’s How I Do My Budget And Why Most Budgeting Doesn’t Work. #budgeting #investing #financialfreedom #financialindependence #financialliteracy #financialeducation

New episode 4 Common Investment Mistakes to Avoid drops tomorrow morning! Here’s a sneak peek. #readyforretirement #financialindependence #financialfreedom #financialliteracy #financialplanning

Thanks for the reminder, Henry. Happy Hump Day to you all! #readyforretirement #financialindependence #financialfreedom #personalfinance

Attention San Diego taxpayers! New tax rules could be coming in 2022. Download this FREE guide to take advantage of the current rules and help make sure you’re making the most of these opportunities to lower your taxes before April 15. Worried about what’s going on and want advice now? Call 760-452-0720 to get your questions answered in a complimentary 1-on-1 phone appointment.

We’re not in control of markets, the economy, or the pandemic. But we are in control of more than we think. Learn how to tidy up your financial life in this month’s Visual Insights Newsletter!

Growth stocks have been all the talk the last 10 years! But, what about historically? Should I have growth stocks and value stocks? Should I have value stocks more heavily weighted than gross stocks? What’s best for my individual portfolio based on my financial goals? Listen to Ep. 42 5 Steps To Design The Optimal Portfolio at the link in the bio to find out! ... #finance #financialindependence #readyforretirement #personalfinance

It’s hard watching aging parents and loved ones gradually lose their self-sufficiency. Nowadays, it’s more important than ever to plan ahead for our own needs. This guide breaks down what you need to know in a quick read.

Episode 44 - What’s the Best Way to Save for a Short-Term Goal? available now at the link in bio. Here’s a preview! #financialfreedom #financialliteracy #financialindependence #retirement #retirementplanning #retirementgoals

Opportunity & Preparation. Thanks for the reminder, Mr. Edison. #financialindependence #readyforretirement

Think we're too smart to get caught up in a scam? Might be surprised at how savvy they are! Check out these money scams and how to avoid them!

Concerned about how to create reliable retirement income when the world is so uncertain? Read this FREE guide to learn the 3 fundamentals of a reliable income strategy. Some steps are time-sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Call 760-452-0720 to get your questions answered in a complimentary 1-on-1 phone appointment.

One of the most challenging parts of financial planning is knowing what goals you should even be investing for. I walk you through what the most common goals are and how they impact the way you should invest on the latest episode of the podcast.

Friends in San Diego, a lot of folks are suffering in the 2020 recession, including those who got ugly surprises when they checked their portfolio balances. While markets came back quickly, it’s not going to be smooth sailing ahead. Your portfolio’s Check Engine Light could be flashing and the time to get it checked out is before it leaves you stranded on the side of the road. I’m offering a FREE Financial Diagnostic to help folks assess their investments and determine what (if anything) they need to do to adapt. It’s at no-cost or obligation. Don’t wait to get the problems diagnosed. We’re experiencing a once-in-a-generation situation and I want you to be prepared.

Facing retirement (or already within the fragile decade)? Today’s uncertainty means extra challenges. But it doesn’t have to steal your comfortable retirement away. Learn how to adapt by reading the Retiring in Uncertain Times Guide. (It’s FREE!)

Your adult children flew the nest years ago. But what if you brought the nest a little closer? If you’re considering moving closer to your kids (or, let’s face it, grandkids), there are some important costs you should consider first.

San Diego friends, scams are on the rise this year and even super smart people are getting snagged. Click here to learn about common money scams and how to avoid them.

Your retirement should be a fulfilling and enjoyable experience. But for many retirees, the transition can be more difficult than they ever imagined. If you’re worried about feeling the post-retirement blues (or curious why it happens so commonly), here's everything you need to know now - including 6 tips that could make a big difference in your post-work world.... Give it a read, let us know below your #1 top tip to staying happy and healthy in retirement

San Diego retirees and those facing retirement soon, the pandemic and economic crisis mean historic levels of uncertainty. Worried about creating steady income when markets are wobbly and unreliable? Download this FREE guide and learn the 3 fundamentals of creating steady income. Need advice now? I save a few appointments each week grab one by calling 760-452-0720.

Is your portfolio’s Check Engine Light flashing? Warning signs that you need to get it checked out could be: worry about performance, bad or no advice about what to do next, and fear that you’re taking too much risk. I’m offering a FREE Financial Diagnostic to help them assess their current investments and determine what they need to fix or update.

The more you pay in taxes, the less you have to live on in retirement. And, really... who wants to pay more in taxes than they have to? There are 4 important tax tips every retiree should be thinking about throughout the year - not just when tax season rolls around.... Give them a read, and let us know which you find most beneficial to protecting your own retirement income in the comments below.

Retirees (and those retiring soon) are facing extraordinary challenges in these uncertain times. But the crisis and economic downturn don’t have to rob you of your retirement dreams. This FREE guide to retirement contains the essential steps to creating a retirement plan for uncertainty.

Market psychology is simple: Stock values rise: Stock values drop: ... It’s the natural reaction you have towards your investments because, well, you’re human. But in some cases, following your emotions can be detrimental to your portfolio. Even the most disciplined investor can fall victim to his or her emotions, which is why you (and your portfolio) could benefit greatly from following these 3 tips.