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Podcast: Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Episode: Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
Description: What happens when growth changes a company?We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made you special?At Root, we think about growth differently. We use “anti-goals” to define what we never want to become, with checks in place so expansion never overshadows client experience or team wellbeing.That’s why we recently lowered our minimum investment from $2M to $1M. It wasn’t a quick decision. It came after expanding our team to ensure se...