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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5 Popular Investing Strategies You Should Really RethinkThere are plenty of popular sayings that help guide your investing strategies, but which ones work? We turned to the experts and historical data to find out.
By Jacob Schroeder
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7 Essential Investing Rules We All Should KnowThe best time to start investing is right now. That's just one vital rule investors should be familiar with. Here are six more.
By Jacob Schroeder
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How AI's Youth Skew Affects Older AdultsAI will increasingly affect your health care and finances, but young workers are primarily designing the systems and getting most of the jobs.
By Jacob Schroeder
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How Can Investors Profit From AI's Energy Use?Global energy demand is expected to grow by leaps and bounds over the next several years as AI usage accelerates. Here's how to get a piece of the pie.
By Jacob Schroeder
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Want to Live Longer? Here's What WorksWith longevity science booming, you might make it to age 150. We separate the hype from proven strategies. Because the "science is extremely promising."
By Jacob Schroeder
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How Obesity Drugs Like Ozempic Could Revolutionize RetirementGLP-1 drugs like Ozempic and Wegovy are already changing the way we age and manage chronic conditions.
By Jacob Schroeder
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Are Bonds a Good Investment for the Trump Era?Stock market volatility has picked up in reaction to the Trump administration's tariff plans. Should investors consider bonds? We answer that question here.
By Jacob Schroeder
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Will Retiring Early Make You Happier? It’s ComplicatedMany people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone.
By Jacob Schroeder
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The Cost of Loneliness in RetirementAccounting for the cost of loneliness is just as important as financial planning.
By Jacob Schroeder
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How to Retire Early Due to Disability or CaretakingIf 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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How to Have a Happy RetirementWant 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 GroupInvestment 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 ConfidentlyThree tips to help retirees spend retirement savings without fear.
By Jacob Schroeder
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Become a Digital Nomad: An Early Retirement LifestyleEmbrace 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 RetirementThese 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 ConsiderWhen 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 PurposeStrive 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 BookInvestors 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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How to Overcome Identity Loss in RetirementIdentity 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 VolunteerWant 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 PlanSince 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 RetirementFive 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 Afterhappy 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
happy retirement
