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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How to Retire Early Due to Disability or Caretaking
If you must retire early due to disability or to care for a loved one, these six steps to make it work financially.
By Jacob Schroeder
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Things to Do When Retired and Bored
happy retirement Here are 13 ways to prepare now for retirement so that you’ll be happy, active, fulfilled and never, ever bored.
By Jacob Schroeder
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How to Have a Happy Retirement
Want a happy retirement? These eight tips for finding your retirement bliss are backed by solid evidence.
By Jacob Schroeder
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Should You Invest With Friends? What to Know Before Joining an Investment Group
Investment groups have been around for years and give folks the chance to pool money together to buy stocks and funds, but are they a good idea?
By Jacob Schroeder
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How to Spend Retirement Savings Confidently
Three tips to help retirees spend retirement savings without fear.
By Jacob Schroeder
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Become a Digital Nomad: An Early Retirement Lifestyle
Embrace a digital nomad lifestyle to satisfy your wanderlust. Here are tips from an ultramarathon runner, a professional blogger and a financial planner.
By Jacob Schroeder
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Five Books That’ll Prepare You for Retirement
These books about retirement will help prepare you for your next stage through fiction and nonfiction. What's more, they are great reads!
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
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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
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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
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5 Hard Truths Investors Must Hear: Lessons from Josh Brown's New Book
Investors are more empowered than ever, but there are plenty of pitfalls to trip them up. Here, we look at a few Brown identifies in his new book, You Weren't Supposed to See That.
By Jacob Schroeder
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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
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How to Overcome Identity Loss in Retirement
Identity loss in retirement happens often, and it's not unusual to mourn the person you were before.
By Jacob Schroeder
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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
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Five Reasons You’ll Blow Up Your Retirement Plan
Since a retirement plan is all about meeting your needs and goals in retirement, you should plan to adjust that plan as those needs and goals shift.
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
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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
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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
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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
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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
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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
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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
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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
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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
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