
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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Get Your Retirement Timing Right: Eight Things to Consider
When it comes to retirement, timing can have a significant impact on your well-being and financial security.
By Jacob Schroeder Last updated
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Take a Sabbatical Over Early Retirement for a Cheaper Reset
A sabbatical can help you get over burnout, explore a new career or hobby and won't break your retirement if done right.
By Jacob Schroeder Published
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The Rule of 55: One Way to Fund Early Retirement
The Rule of 55 lets you access your retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
By Jacob Schroeder Published
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Want to Retire Happily? Plan for Leisure and Purpose
Strive for relaxation, connection and purpose to retire happily.
By Jacob Schroeder Last updated
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How Much Money Do You Need to Be Happy?
Here is the latest research on happiness and wealth. Do you have a 'happiness number' you're trying to achieve?
By Jacob Schroeder Published
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Five Early Retirement Mistakes to Avoid
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder Published
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Early Retirement Withdrawal Strategies for the Long Haul
Your early retirement withdrawal plan can make or break your FIRE strategy. Think beyond financial independence to how you will maintain a stable portfolio.
By Jacob Schroeder Published
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Retire Early for Adventure: Travel and Volunteer
Want to ditch the office and explore the world? Retire early for adventure by volunteering abroad.
By Jacob Schroeder Published