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Ready For Retirement — Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
Not scored yet15m·2025-03-20·Money

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

Ready For Retirement · 276

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…

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