Frame It Right: A Simple Shift That Changes Client Behavior
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 Ready, he shares with you why so many people keep working long after the numbers say they can retire.
Drawing from Sahil Bloom’s "Five Types of Wealth" framework, James explains why money is only one…
The skinny
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