Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending

Many great savers struggle to switch gears once they retire—unsure how to spend with confidence after decades of discipline. James and Ari reflect on the mindset shift from saving to spending, exploring how to use money and time more intentionally to create a meaningful life now, not just someday. Prompted by a thoughtful comment from a Root Collective member, they share personal stories and client examples about the “little splurges” that actually matter—upgrading experiences, investing in ...