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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:

→ Estimate how much retirement may cost.

→ Work toward maximizing retirement income given your goals.

→ Invest thoughtfully to protect your portfolio and seek future growth.

→ Plan tax strategies so you can keep more of what you’ve saved, under current law.

→ Explore what retirement lifestyle might look like for you.

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

$76/mo

6 EASY PAYMENTS and no ongoing fee.

  • 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

$399

One-time fee of $399 for instant access. No ongoing fee.

  • 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 real time where you stand relative 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 how you can run your own projections for retirement.

 

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 for your retirement.

 

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

$76/mo

6 EASY PAYMENTS and no ongoing fee.

  • 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
  • $30/year for ongoing software access if you wish to keep using to run more what-if scenarios! (A kind reminder the $297 initial fee comes with a year of software access).
ENROLL NOW

Pay In Full

$399

One-time fee of $399 for instant access. No ongoing fee.

  • 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
  • One-time fee of $297 for instant access. $30/year for ongoing software access if you wish to keep using to run more what-if scenarios! (A kind reminder the $297 initial fee comes with a year of software access).
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
These reviews are from individuals who have participated in the Retirement Planning Academy (“non-clients”). Some participants may have received non-cash benefits such as complimentary or discounted access in exchange for sharing their experiences, which creates a potential conflict of interest. These statements are voluntary and reflect individual experiences only. They should not be taken as a guarantee of results. Your outcomes will vary depending on your inputs, assumptions, market conditions, and personal circumstances.

Watch me work with David ↓

 

We work through his biggest question...

"Can I retire early?"

Video Poster Image
These reviews are from individuals who have participated in the Early Retirement Academy (“non-clients”). Some participants may have received non-cash benefits such as complimentary or discounted access in exchange for sharing their experiences, which creates a potential conflict of interest. These statements are voluntary and reflect individual experiences only. They should not be taken as a guarantee of results. Your outcomes will vary depending on your inputs, assumptions, market conditions, and personal circumstances.

There's A LOT covered inside Retirement Planning Academy

Take a look at what you will learn 

FAQs

The Retirement Planning Academy is intended for educational purposes only and does not provide individualized investment, tax, or legal advice. You should consult with your own professional advisors for guidance tailored to your personal circumstances. Any examples, strategies, or scenario models used in the Academy are hypothetical and rely on assumptions such as investment returns, inflation, tax laws, life expectancy, and healthcare costs. These assumptions may change, and actual results will differ.
No guarantee is made that you will achieve any particular retirement age, income level, savings balance, or tax outcome, and all results depend on your inputs, decisions, market performance, and future changes in laws and regulations. Participant statements appearing on this site are from individuals who have enrolled in the Academy and are not advisory clients. Some participants received complimentary or discounted access in exchange for sharing their experiences, which creates a potential conflict of interest. These statements are voluntary and reflect individual experiences only; they do not guarantee similar results.  
James Conole, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Adviser Representative of Root Financial Partners, LLC, an SEC Registered Investment Adviser (CRD #290289). A copy of our Form ADV, describing services, fees, and conflicts of interest, is available upon request. Course access is lifetime, while software access is included for the first year and subject to an annual $30 renewal fee thereafter. If you do not renew, you will retain access to training content but software features may be limited or unavailable. If Root Financial Partners or James Conole receives compensation or other benefits from third-party vendors, tools, or services referenced in the Academy, that will be disclosed; otherwise, no material conflicts of interest exist.  
Any financial or personal data you provide will be stored securely and handled in accordance with our Privacy Policy, and third-party software vendors may have their own data practices that you should review separately. All investments carry risk, including the possible loss of principal, and past performance is not indicative of future results.