Root Collective

[NitroZ7]

Just throwing this out there in case people are interested in financial/retirement planning. I joined a group on Skool called Root Collective and it is free to join. The company that runs it does retirement planning but it is free to join as it is just a discussion board about retirement. They do some case studies and other things once a week on a variety of topics such as Roth Conversions, withdraw strategies, tax optimization and other topics.

[piscesman]

Is there a link or site you could put here to check it out? I tried skool and nothing about retirement. Thanks..........

[NitroZ7]

[QUOTE=piscesman;13872729]Is there a link or site you could put here to check it out? I tried skool and nothing about retirement. Thanks..........[
https://www.skool.com/rootcollective/about

[davidsa]

thanks

[Bassin273Stratos]

I’d never heard of Skool. Have now signed up and been accepted into the root collective group. Look forward to learning about the various topics. Thanks!

[sdbrison]

I'm in thanks.

[davidsa]

It will be interesting to see if anything new comes forward. When I started thinking about retirement ~2 years ago, I had some good seeds planted by a financial planner. The seeds got me thinkingand analyzing on my own; and that was good. Many of the specifics appear to me multiple years later as less than optimal. As I open different newsletters that I have from big investment houses, I can now see lots of generic content being recycled and what is missing is a person's specifics.

The tax rates for 2026+ and treatment of Social Security is by far the biggest ? in my retirement strategy. I think all financial planners know this and the topic is void in anything I've read in the last few months.