
Jacob Schroeder
Jacob Schroeder is a financial writer covering topics related to personal finance and retirement. Over the course of a decade in the financial services industry, he has written materials to educate people on saving, investing and life in retirement. With the love of telling a good story, his work has appeared in publications including Yahoo Finance, Wealth Management magazine, The Detroit News and, as a short-story writer, various literary journals. He is also the creator of the finance newsletter The Root of All (https://rootofall.substack.com/), exploring how money shapes the world around us. Drawing from research and personal experiences, he relates lessons that readers can apply to make more informed financial decisions and live happier lives.
Latest articles by Jacob Schroeder

The 5 Worst Bad Habits to Carry Into Retirement
Five bad habits that could hurt you when you retire.
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7 Key Considerations for Getting Your Retirement Timing Right
There are several important retirement timing factors to consider to help decide when the time is right.
By Jacob Schroeder Last updated
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How to Overcome Identity Loss in Retirement
It's not unusual to mourn the person you were before retirement.
By Jacob Schroeder Published
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5 Books That’ll Prepare You for Retirement
These books about retirement will help prepare you for your next stage through fiction and nonfiction.
By Jacob Schroeder Published
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5 Reasons You’ll Blow Up Your Retirement Plan
Life never stops changing, and since a retirement plan is all about your needs and goals, you should plan to adjust as your landscape shifts.
By Jacob Schroeder, Manager of Investor Education Published
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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 Published
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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
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Things to Do When Retired and Bored
happy retirement Here are 12 ways to prepare now for retirement so that you’ll be happy, active, fulfilled and never, ever bored.
By Jacob Schroeder, Manager of Investor Education Published
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Seven Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder, Manager of Investor Education Published
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Making the Best of a Forced Retirement
retirement Chances are good that you will have to leave the workforce earlier than you had planned. Will you be ready?
By Jacob Schroeder, Manager of Investor Education Published
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7 Tips to Help Spot 'Fake' Financial News
retirement Investors and retirement savers can’t afford to fall for false or biased financial stories touted as legitimate news. Learn how to navigate today’s information landscape.
By Jacob Schroeder, Manager of Investor Education Published
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The 9 Types of People You'll Meet in Retirement
Making Your Money Last Some are happier than others, and all offer some valuable retirement lessons to live by. Which type are you?
By Jacob Schroeder, Manager of Investor Education Published
Making Your Money Last