How to Effectively Explain our Root Reserves Investment Strategy

Most retirement portfolios start the same way. A risk tolerance questionnaire. A model allocation. A 60/40 or 70/30 portfolio. But that approach misses the most important question: how does the portfolio actually support a client’s retirement spending plan? In this episode, James walks through the framework Root Financial uses to design retiree portfolios — and more importantly, how advisors can explain that framework in a way clients truly understand. Instead of starting with percentages...