Root Ready
Frame It Right: A Simple Shift That Changes Client Behavior
11:58
Have you ever had a client who was financially ready to retire but just couldn't pull the trigger? They keep working, chasing one more bonus, one more year of 401(k) contributions, watching their financial projections climb higher while their actual life satisfaction stagnates.
Listen as James unpacks what makes someone financially ready to retire, but emotionally stuck. In this episode of Root…