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Confused About How to Plan For Your Retirement?

Learn the step-by-step roadmap to create a clear path to a comfortable retirement. 

 

Are you ready to create the retirement you dream about?

Learn how to reduce taxes, invest better, and create more income in retirement.

GET STARTED

YOU'RE SO CLOSE...

You Can Create an Amazing Retirement

Learn my formula for building wealth and use it to:

→ Learn how to determine how much retirement will cost.

→ Retire on the highest amount of income possible.

→ Invest smarter to protect your portfolio and grow your future income.

→ Reduce taxes so you keep more of your hard-earned savings.

→ Live the retirement lifestyle life you’ve always dreamed of.

It's time to get the most out of life with your money!

In Retirement Planning Academy, you’ll learn how to finally take control of your financial future.

Hi, I'm James Conole

 

I'm the founder of Root Financial and the host of a biweekly Retirement podcast and YouTube channel called Ready for Retirement. I've worked with hundreds of clients to successfully create their retirement strategy. And over the years I've noticed patterns to what really drives a successful outcome.

I've distilled those patterns into the Retirement Planning Academy. In Retirement Planning Academy I will walk you through step-by-step what you need to know to create a successful retirement. Having this plan in place will allow you to get the most out of life with your money. 

This course is perfect for you if:

→ You enjoy handling your own financial planning but aren’t quite ready to work with an advisor.

→ You like managing your money and want a roadmap for maximizing the wealth you’re building.

→ You may not have millions yet but aim to one day, and you want to optimize your savings, retirement timing, tax strategies, and more.

GET STARTED TODAY!

Retirement Planning Academy

Payment Plan

$59/mo

6 EASY PAYMENTS

  • Access to the same software I use for my multi-million dollar clients.
  • Training videos and professional tips to learn how to plan for retirement.
  • Resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement
ENROLL NOW

Pay In Full

$297

BEST VALUE!

  • Access to the same software I use for my multi-million dollar clients.
  • Training videos and professional tips to learn how to plan for retirement.
  • Resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement
ENROLL NOW

Track in live time where you are in relation to your goals with the same software I use for clients (YES, that's right)!

Inside this program, you will get access to our software that will allow you to...

Run your own "what-if" scenarios.

 

A Retirement Analysis

Understand your probability of success to retire early with confidence (when would work become OPTIONAL?) 

A Retirement Analysis

Understand your probability of success to retire early with confidence (when would work become OPTIONAL?) 

Tax Planning

When you retire early, you have opportunities to maximize what you've worked so hard for. See below how you can run your own projections to add millions to your retirement, tax-free.

 

Tax Planning

When you retire early, you have opportunities to maximize what you've worked so hard for. See below how you can run your own projections to add millions to your retirement, tax-free.

 

Life Insurance

Bulletproof your Retirement Strategy

Life Insurance

Bulletproof your Retirement Strategy

Understand all the important aspects of your finances...

Withdraw Strategies, Optimal Social Security Strategy, and Estate Planning

 
GET STARTED TODAY!

Retirement Planning Academy

Payment Plan

$59/mo

6 EASY PAYMENTS

  • Access to the same software I use for my multi-million dollar clients.
  • Training videos and professional tips to learn how to plan for retirement.
  • Resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement
ENROLL NOW

Pay In Full

$297

BEST VALUE!

  • Access to the same software I use for my multi-million dollar clients.
  • Training videos and professional tips to learn how to plan for retirement.
  • Resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement
ENROLL NOW

I've helped hundreds of clients with the same strategies I'm sharing inside this Academy...

Watch me work with David →

 

We work through his biggest question...

"Can I retire early?"

Video Poster Image

Watch me work with David ↓

 

We work through his biggest question...

"Can I retire early?"

Video Poster Image

There's A LOT covered inside Retirement Planning Academy

Take a look at what you will learn 

GET STARTED TODAY!

Retirement Planning Academy

Payment Plan

$59/mo

6 EASY PAYMENTS

  • Access to the same software I use for my multi-million dollar clients.
  • Training videos and professional tips to learn how to plan for retirement.
  • Resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement
ENROLL NOW

Pay In Full

$297

BEST VALUE!

  • Access to the same software I use for my multi-million dollar clients.
  • Training videos and professional tips to learn how to plan for retirement.
  • Resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement
ENROLL NOW

FAQs