Root Talks: What Role Does "Fun" Play in an Advisory Relationship?

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 20 March 2025

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise. James shares a personal story from the early Covid days, highlighting how mindset and self-care helped him show up for clients. The takeaway? A great advisor isn’t just there for the good times—they’re prepared to guide you through the tough ones, too. Subm...

Transcript

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0:00.0	This is another episode of Ready for Retirement.
0:05.0	I'm your host, James Canol, and I'm here to teach you how to get the most of the life with your money.
0:09.2	And now, on to the episode.
0:12.8	Hey, Ari, so we have our Root Collective now, which by the time people are listening to this, has gone through a little bit of an evolution in terms of what it is, what it costs, how it operates, and what this podcast is going to become, this specific podcast, you and me,
0:25.8	root talks as we're calling it, which people can find on my podcast, your podcast, our
0:29.8	Rout Financial YouTube channel. We're going to start answering questions directly from the community,
0:35.0	from the collective here on this podcast. So a couple things.
0:40.2	Number one, if you're not already in the root collective, it is now free. It did not start that way,
0:43.7	but we made the decision to say, how do we make this as accessible and available to as many
0:47.9	people as possible? We make it free. So awesome traction happening. There are lots of great people
0:53.1	joining. If you're listening and not already in there,
0:55.5	join the Root Collective.
0:56.9	We'll have a link in the show notes here.
0:58.7	And then secondly, we're going to be pulling some of your questions.
1:00.9	And once a week, we're going to address those on this podcast here.
1:04.4	So Ari, what is our question pulled directly from the Root Collective for today. So our question for today, and just as James said, there's going to be a root channel inside of the
1:15.2	collective. So if you're wondering, where do I go put my question or my comment? You'll be able to
1:19.1	click in there very easily, and you will see it right when you join if you're not already enrolled.
1:23.1	The question comes from, and this is an actual client who uses a pseudonym, goes by George Darcy,
1:29.3	and this was in relation to a post we put out talking about the intersection of fun and service.
1:35.5	We had a media day where James, our head of culture, Josh, and our amazing marketing team
1:41.6	that helps us do everything that we do. We were talking about, hey, we're going to do this as long as we're having fun.
	...

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