The Root CollectiveÂ
This isn’t just another financial resource—it’s a thriving community where you can talk, learn, and grow with others who share your same financial goals. Sure, hearing from James and Ari is great, but seeing real stories, insights, and successes from fellow members? That’s where the magic happens.
The Root CollectiveÂ
This isn’t just another financial resource—it’s a thriving community where you can talk, learn, and grow with others who share your same financial goals. Sure, hearing from James and Ari is great, but seeing real stories, insights, and successes from fellow members? That’s where the magic happens.
The Root Collective is Your Community Hub
Whether you’re chasing financial freedom, planning the perfect post-retirement adventure, or just looking for straightforward tips that work, we’ve got you covered in the community.
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→ Enjoy Exclusive Live Shows w/ James & Ari
Hang out with James, Ari, and a few other special guests during live shows packed with actionable strategies, real-world examples, and plenty of “aha!” moments. These sessions aren’t on YouTube—this is next-level access.
→ Ask-Me-Anything (AMA) Sessions
Got questions? Get answers—straight from top-tier financial experts. No topic is off-limits whether it’s about investments, travel hacks, or cutting-edge retirement strategies.
→ Your Financial Resource Powerhouse
Forget Googling for hours. We’ve curated the tools, guides, and resources you need to tackle your financial goals like a pro
→ A Community That’s Rooting for You
Share ideas, swap stories, and learn from others in our private forum. From travel inspiration to budgeting hacks, you’ll never run out of reasons to check-in.
→ Fun, Hands-On Challenges
Make finance fun (yes, fun!) with challenges that’ll help you level up your money game while keeping things fresh and exciting.
The Root Collective is Your Community Hub
Whether you’re chasing financial freedom, planning the perfect post-retirement adventure, or just looking for straightforward advice that works, we’ve got your community.
↓
→ Enjoy Exclusive Live Shows w/ James & Ari
Hang out with James, Ari, and a few other special guests during live shows packed with actionable strategies, real-world examples, and plenty of “aha!” moments. These sessions aren’t on YouTube—this is next-level access.
 → Ask-Me-Anything (AMA) Sessions
Got questions? Get answers—straight from top-tier financial experts. No topic is off-limits whether it’s about investments, travel hacks, or cutting-edge retirement strategies.
→ Your Financial Resource Powerhouse
Forget Googling for hours. We’ve curated the tools, guides, and resources you need to tackle your financial goals like a pro
→ A Community That’s Rooting for You
Share ideas, swap stories, and learn from others in our private forum. From travel inspiration to budgeting hacks, you’ll never run out of reasons to check-in.
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→ Fun, Hands-On Challenges
Make finance fun (yes, fun!) with challenges that’ll help you level up your money game while keeping things fresh and exciting.
Who is this membership for?
Everyone is Welcome—Whether You’re a Root Client, Listener, or Just Passionate About Finances!
You might know that working 1:1 with Root Financial typically requires a $2M minimum—but that’s not the case here! The Root Collective is open to anyone ready to take charge of their financial future.
Whether you’re:
✔️ A professional in the financial industry,
✔️ Someone planning for early retirement,
✔️ Looking to sharpen your investing skills,
✔️ Or just eager to learn alongside a like-minded community...
This membership was designed for you.Â
Get Access to Live Shows hosted exclusively inside The Root Collective→
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  Our NEW LIVE SHOWS will no longer be streaming on YouTube but exclusively inside The Root Collective.Â
In addition to the Live Shows with James & Ari you will get exclusive access to:
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✔️ Private Ask-Me-Anything (AMA) Sessions w/ James, Ari & special guests
✔️ New Financial Tools & Resources
✔️ Our Private Root Community Discussion Forum
✔️ Join our Hands-On Challenges & Pop-up Trivia Nights
Join The Root CollectiveDon't know why James & Ari are doing this?
James, the founder of Root Financial Group, and Ari, the Chief Growth Officer, lead a firm that manages over $1 billion in client assets—helping people maximize their wealth and enjoy life to the fullest in retirement.
With over 25 million views across their YouTube channels, they’re transforming the way people learn about managing and optimizing their hard-earned money.Â
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Don't know James & Ari?
James, the founder of Root Financial Group, and Ari, the Chief Growth Officer, lead a firm that manages over $1 billion in client assets—helping people maximize their wealth and enjoy life to the fullest in retirement.
With over 25 million views across their YouTube channels, they’re transforming the way people learn about managing and optimizing their hard-earned money. Â
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You Made It This Far. Still Have Questions?
Will I get to hear from Ari & James?
Yes, they are active inside The Root Collective and will host LIVE videos and AMAs (ask me anything) regularly.
What happens after I sign up?
Once you sign up, you will have immediate access to The Root Collective Forum and all resources inside it.
You'll receive two emails:
- The first email will be a summary of instructions to review before signing up through our community forum.
- The second will be an email to sign up through the community forum.
What's the difference between this and James & Ari's Academies?
This is very different than the Retirement Planning Academy and the Early Retirement Academy. Inside this community, we do not give any specific financial advice and you will not have access to the software in our YouTube videos (that is in the academies listed above).
Can I sign up with a pseduonym?
Yes! We recommend it if you wish to keep your identity private.Â
Will this help if I already have academy access?
Yes. One of the main reasons we launched this is so you can communicate with others to make the most of the software access and strategies discussed in the academies.Â
Why are we doing this?
The Collective is designed to support a large group of people approaching retirement who can learn, connect, grow, and perhaps most importantly, find a community of people to enjoy their retirement with.Â
There are sections for those interested in working at Root in the future ("Root Ready") as well as exclusive shows you won't find on YouTube that allow us to dive deeper into case studies and host experts in their chosen field on a consistent basis.
Who knows...you might find your retirement travel buddy here :)
How does this expand the industry?
The Root Collective is a big step forward in our ability to accomplish that desire without having to restrict access based on income or assets. Â
Most firms institute asset minimums as they grow so they don't grow too quickly and have the quality of service diminish for current clients (precisely why we have done this and currently have a $2M minimum).
We wanted to create a place you can call home regardless of your assets or income today.
You Made It This Far.
Still Have Questions?
What's the difference between this and James & Ari's Academies?
This is very different than the Retirement Planning Academy and the Early Retirement Academy. Inside this community, we do not give any specific financial advice and you will not have access to the software in our YouTube videos (that is in the academies listed above).
Will I get to hear from Ari & James?
Yes, they are active inside The Root Collective and will host LIVE videos and AMAs regularly.
What happens after I sign up?
Once you sign up, you will get:
• Immediate access to The Root Collective Forum and all resources inside it.
Is this free for academy members?
No. This is not free for academy members.
Can I sign up with a pseduonym?
Yes! We recommend it if you wish to keep your identity private.Â
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