Jacob Schroeder, Manager of Investor Education
Jacob Schroeder is the Manager of Investor Education at Advance Capital Management (www.acadviser.com (opens in new tab)). He is also the creator of the personal finance newsletter The Root of All (https://rootofall.substack.com/ (opens in new tab)), exploring how money shapes our lives.
His goal is to help people make more informed financial decisions and live happier lives. In his role he creates a variety of educational materials to teach clients about investing and personal finance. You can read his weekly financial posts on Advance Capital Management’s Financial Living Blog (www.acadviser.com/education-center/ (opens in new tab)).
His writing has been featured in publications such as Yahoo Finance, Wealth Management magazine, The Detroit News and, as a short-story writer, in various literary journals.
Phone: 800.345.4783 | E-mail: jschroeder@acadviser.com | Website: www.acadviser.com/ (opens in new tab) | LinkedIn: www.linkedin.com/in/jacob-schroeder/ (opens in new tab) | Twitter: @j_s_schroeder (opens in new tab)
Latest articles by Jacob Schroeder, Manager of Investor Education
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Retirement Tips from World-Famous Authors to Live Happily Ever After
happy retirement Want a long, secure and joyful retirement? Take inspiration from some of your favorite writers. Here are 10 strategies renowned authors use when writing their books that can help you along the way to the retirement you’ve dreamed of.
By Jacob Schroeder, Manager of Investor Education • Published
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The Joy of Owning a Business in Retirement
entrepreneurship Golf and lazy days at the beach aren’t for everyone. In fact, some “retirees” get a kick out of challenging themselves as encore entrepreneurs. It can be engaging, fulfilling and lucrative all at the same time.
By Jacob Schroeder, Manager of Investor Education • Published
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6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives
happy retirement Retirement is the perfect time to redefine yourself, find a new sense of purpose and channel your passion in a meaningful way. What could that look like for you? Meet a doctor and a pilot who could give you some ideas for a happy, fulfilling retirement.
By Jacob Schroeder, Manager of Investor Education • Published
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Are You Financially Resilient? 5 Steps to Boost Your Economic Security
personal finance Being able to bounce back from adversity is a necessity, because chances are you’re going to face one (or more) setbacks during your lifetime. From a job loss to a health crisis, here’s how to take a punch, pick yourself up and get back in the fight.
By Jacob Schroeder, Manager of Investor Education • Last updated
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3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!
happy retirement The secret to a happy retirement can’t be found in the smiling fairy tale you see on Facebook. The fact is, while retirement has its joys, it also has its share of existential challenges. So, to be happy, be realistic, and do not believe these three myths.
By Jacob Schroeder, Manager of Investor Education • Published
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What Pickleball Can Teach You About Investing
investing It’s funny, but playing the great sport of pickleball recently got me thinking about how much in common chasing a plastic yellow ball around has with successful retirement planning.
By Jacob Schroeder, Manager of Investor Education • Published
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To Be Happy Now, Live Like You’re Already Retired
happy retirement Why wait until you’re retired to do all the things that can make you happier, healthier and more fulfilled? Instead, start now. Here’s how to live like you’re retired, even when you’re not.
By Jacob Schroeder, Manager of Investor Education • Published
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One Trick That’ll Help You Live a Wealthier and Happier Life: Framing
retirement From elections to stock markets, there’s a lot you don’t have control over, but your frame of mind is not one of them. And it’s more important than you may know.
By Jacob Schroeder, Manager of Investor Education • Published
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Can You Think Your Way to Wealth?
retirement Having the right outlook on life can help you on your path toward financial success. Here’s how to develop a wealth-building mindset for yourself.
By Jacob Schroeder, Manager of Investor Education • Published