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
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The 5 Worst Bad Habits to Carry Into Retirement
Five bad habits that could hurt you when you retire.
By Jacob Schroeder 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 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 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 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 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 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 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 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 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 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 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 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 Published
Making Your Money Last