Root Financial

US · Finance

Gained +50 subscribers over the last 30 days.

Recent Uploads

• #1
  Never Settling, Always Growing: A Look Inside Root's First Sequoia Summit

  220 views · 2026-07-05
• #2
  Selling Your Business? Do These 5 Things First

  176 views · 2026-06-08
• #3
  Start Planning Your Business Sale 3 Years Early (This Is Why)

  237 views · 2026-05-18
• #4
  How Intentional Recovery Leads to High Performance | Root Performance Standards

  298 views · 2026-05-13
• #5
  How Root Focuses on Action Instead of Perfection | Root Performance Standards

  367 views · 2026-05-06
• #6
  Why Structure Around Work Gives Our Team Freedom | Root Performance Standards

  339 views · 2026-04-29
• #7
  Control Leaking Time For Better Productivity | Root Performance Standards

  313 views · 2026-04-22
• #8
  How Root Prioritizes Deep Work | Root Performance Standards

  279 views · 2026-04-15
• #9
  Meet Root Advisor: Lucas Durham

  162 views · 2026-04-13
• #10
  Inside Root's 2026 Team Retreat

  198 views · 2026-04-10
• #11
  Root's Daily Top Three | Root Performance Standards

  541 views · 2026-04-08
• #12
  Meet Root Advisor: Kerri Allen CFP®, EA, MBA

  292 views · 2026-04-06
• #13
  The Playbook for High Performance | Root Performance Standards

  492 views · 2026-04-01
• #14
  Meet Root Advisor: Brett Grau MBA, CFP®, CPWA®, BFA®

  199 views · 2026-03-30
• #15
  Meet Root Advisor: Erin Varghese CFP®

  292 views · 2026-03-23
• #16
  Meet Root Advisor: Monica Mejia CFP®, ChFC®

  254 views · 2026-03-16
• #17
  Why You Should Consider Pulling From Your Roth IRA Early | Root Drops

  506 views · 2026-03-09
• #18
  Should I Work One More Year For A "Safer" Retirement? | Root Drops with Erin Varghese

  787 views · 2026-03-02
• #19
  We're On Track To Retire By Age 50. How Do We Plan On Healthcare? Root Drops with Steven Murphy

  568 views · 2026-02-23
• #20
  Should I Downsize In Retirement? Root Drops with JT Trimble

  307 views · 2026-02-17