Ari Taublieb
CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Hosts the Early Retirement Podcast to help people navigate an early retirement through financial planning, investing, and tax strategy.
Top 5 podcasts with Ari Taublieb
Ranked by the Snipd community
Aug 12, 2024 • 22min
7 Surprising Regrets From My Clients Who Retired Early
Ari Taublieb, a CFP® and MBA, specializes in guiding clients to early retirement with confidence. In this discussion, he reveals the surprising regrets of those who have pursued early retirement. Listeners learn the importance of thoughtful financial and life planning to avoid pitfalls. Ari emphasizes the value of reflecting on personal choices, as well as the new interactive format that invites more voices to share their journeys. This offers insights into achieving a fulfilling retirement while navigating potential challenges.
Jul 1, 2024 • 26min
Where Should I Withdraw Money From First In Retirement?
Ari Taublieb, VP of Root Financial Partners, discusses strategic withdrawal planning for retirement accounts with a focus on tax implications, account selection, and optimizing financial outcomes through planning.
Oct 9, 2023 • 16min
Balancing Emotion and Finance: The Impact of Investing Well For Retirement
Ari Taublieb, a Fiduciary Financial Planner, discusses the pros and cons of lump sum investing versus dollar cost averaging. He emphasizes the importance of managing emotions and creating a comfortable strategy. The podcast also covers topics such as long-term optimism versus short-term pessimism, implementing strategic financial instruments, and balancing emotion and finance in investing for retirement.
Feb 26, 2024 • 24min
A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)
Delve into the intricacies of Roth vs. pre-tax savings for retirement planning, including unique strategies for high asset situations and optimizing tax efficiency. Learn about the benefits of Roth IRAs, prioritizing early retirement for well-being, and the importance of personalizing your financial strategy for a successful retirement.
Jan 16, 2023 • 17min
3 Tips To Retire Early And Not Run Out of Money
Ari Taublieb, a Vice President at Root Financial Partners and expert in early retirement planning, shares insightful tips for securing your finances post-retirement. He emphasizes the importance of having a robust strategy tailored for early retirement, including mindful savings and withdrawal practices. Ari also delves into strategic tax planning, discussing innovative methods like tax gain harvesting and Roth conversions to minimize tax burdens. His practical advice equips listeners with the tools to retire early without fear of financial instability.
