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.
↓
→ 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.
Enroll in The Root Collective
Founding Member Pricing:
$20/mo
Originally Priced $50/mo
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- Exclusive Access to Live Shows Hosted by James & Ari (not seen on YouTube)
- Access to Join Ask-Me-Anything (AMA) Sessions w/ James, Ari & special guests
- Immediate Access to Financial Resources
- Exclusive Access to our Private Root Community Discussion Forum
- Private Invitation to Join Hands-On Challenges & Pop-up Trivia Nights
FOUNDING MEMBER PRICING DISAPPEARS IN
00
DAYS
00
HOURS
00
MINS
00
SECS
Enroll in
The Root Collective
Founding Member Pricing:
$20/mo
Originally Priced $50/mo
Â
Exclusive Access to Live Shows Hosted by James & Ari (not seen on YouTube)
Access to Join Ask-Me-Anything (AMA) Sessions w/ James, Ari & special guests
Immediate Access to Financial Tools & Resources
Exclusive Access to our Private Root Community Discussion Forum
Private Invitation to Join Hands-On Challenges & Pop-up Trivia Nights
FOUNDING MEMBER PRICING DISAPPEARS IN
00
DAYS
00
HOURS
00
MINS
00
SECS
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 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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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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Client Quote
"I wish I could have told younger me what to do when I was 5 years away from retirement. I would have done so much differently to prepare. Now I can!"
Enroll in The Root Collective
Founding Member Pricing:
$20/mo
Originally Priced $50/mo
Â
- Exclusive Access to Live Shows Hosted by James & Ari (not seen on YouTube)
- Access to Join Ask-Me-Anything (AMA) Sessions w/ James, Ari & special guests
- Immediate Access to Financial Tools & Resources
- Exclusive Access to our Private Root Community Discussion Forum
- Private Invitation to Join Hands-On Challenges & Pop-up Trivia Nights
FOUNDING MEMBER PRICING DISAPPEARS IN
00
DAYS
00
HOURS
00
MINS
00
SECS
Enroll in
The Root Collective
Founding Member Pricing:
$20/mo
Originally Priced $50/mo
Â
Exclusive Access to Live Shows Hosted by James & Ari (not seen on YouTube)
Access to Join Ask-Me-Anything (AMA) Sessions w/ James, Ari & special guests
Immediate Access to Financial Tools & Resources
Exclusive Access to our Private Root Community Discussion Forum
Private Invitation to Join Hands-On Challenges & Pop-up Trivia Nights
FOUNDING MEMBER PRICING DISAPPEARS IN
00
DAYS
00
HOURS
00
MINS
00
SECS
You Made It This Far. Still Have Questions?
Is there a minimum monthly commitment?
Nope! This is a flexible membership with no minimum monthly requirement. You’re free to cancel anytime—no strings attached. Stay as long as it’s valuable to you.
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.
Will the price ever change?
It’s possible. For now, though, we’re offering an exclusive, discounted rate as we build this community together and value your feedback along the way.
The rate that you purchase at will be the rate you will keep for life (you won't be subject to future increases).
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.
Is this free for clients of Root?
Yes! Email your advisor for your access code to enroll in The Root Collective.
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).
Is this free for academy members?
No. This is not free for academy members.
What is your refund policy?
We don't want our team's time to be spent processing refunds, answering questions, etc.
You will receive immediate access to the community as soon as your purchase is complete.Â
For this reason, we are not issuing refunds. If it doesn't look like what you are looking for - we wouldn't recommend purchasing it.
You can cancel at any time and billing will stop for the following month (i.e. If you purchase on January 1st and cancel on January 7th - your access will continue through February 1st and no billing will occur after that).
Can I sign up with a pseduonym?
Yes! We recommend it if you wish to keep your identity private.Â
Do you offer any scholarships?
If you're in debt or going through a difficult time financially, we know every dollar counts. We want this to be a place anyone can go to feel a sense of community no matter what stage they are at in their financial journey. Email us at [email protected] regarding your current situation.Â
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.
Will the price ever change?
It’s possible. For now, though, we’re offering an exclusive, discounted rate as we build this community together and value your feedback along the way.
Is there a minimum monthly commitment?
Nope! This is a flexible membership with no minimum monthly requirement. You’re free to cancel anytime—no strings attached. Stay as long as it’s valuable to you.
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 clients of Root?
Yes! Email your advisor for your access code to enroll in The Root Collective.
Is this free for academy members?
No. This is not free for academy members.
What is your refund policy?
We don't want our team's time to be spent processing refunds, answering questions, etc.
You will receive immediate access to the community as soon as your purchase is complete.Â
For this reason, we are not issuing refunds. If it doesn't look like what you are looking for - we wouldn't recommend purchasing it.
Can I sign up with a pseduonym?
Yes! We recommend it if you wish to keep your identity private.Â
Do you offer any scholarships?
If you're in debt or going through a difficult time financially, we know every dollar counts. We want this to be a place anyone can go to feel a sense of community no matter what stage they are at in their financial journey. Email us at [email protected] regarding your current situation.Â
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