Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hobbies you've been putting off)? I created this podcast to help you know when work is now optional because you have a financial strategy that tells you when you can retire. You will learn all the investing tips in this financial podcast to set up the right portfolio for your goals. You may love what you do - and if that's you, great! I'm not saying stop working. But, I am saying, wouldn't it be nice to know when you didn't HAVE to work any more? When you would only go to work because you enjoyed it (crazy concept, I know). This is the ultimate retirement podcast (specifically, early retirement!). Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE!I don't want you to work unless you ENJOY it (finances aside, for just a moment)! My goal of this podcast is to give you all the tips and strategies so you can retire EARLY. Retirement planning, investing, personal finance, tax strategy, and you'll hear case studies from my clients and exactly how I've helped them navigate the transition into retirement. What are the right investment accounts to have in retirement? I want retirement planning to be simple for you so that you can retire early and maximize your retirement goals. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can maximize your return on life (we use money to do this).
Episodes
Mentioned books
Jul 10, 2023 • 14min
How to Create a Holistic Financial Strategy
In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Jul 3, 2023 • 15min
What To Do With Your 401(k) Once You Retire / Leave Employment?
In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Jun 26, 2023 • 11min
5 Reasons To Consider Retiring EARLY Today (from my clients)
In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement StrategyStart HerePS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Jun 23, 2023 • 36min
How To Balance Health & Wealth For An Early Retirement (Special Guest)
A fascinating journey to financial independence unfolds as a software engineer shares how a health crisis reshaped his priorities. The importance of balancing well-being with financial goals is emphasized, highlighting the dangers of work addiction. Listeners are encouraged to reassess their work-life balance and nurture personal fulfillment. The guardrails approach to retirement planning is introduced, offering flexibility in navigating financial uncertainty while embracing meaningful hobbies for a richer, more fulfilling post-career life.
Jun 19, 2023 • 16min
Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes
In today's episode of the Early Retirement Podcast, Ari discusses how to plan for Deferred Compensation for an Early Retirement. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement StrategyStart HerePS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Jun 13, 2023 • 11min
Announcement: NEW eBook is live! Health Insurance for An Early Retirement
Discover the key to conquering health insurance fears as you plan for early retirement. Learn about various options like COBRA and private marketplaces, along with crucial strategies such as health savings accounts. Delve into the emotional aspects of retirement, emphasizing fulfillment and intentionality in your decisions. Get inspired to envision a secure future while navigating the exciting journey of transitioning into this new chapter of life!
Jun 12, 2023 • 14min
30+ Reasons To Retire Early (as if you needed more..)
Discover over 30 compelling reasons to consider early retirement. Explore the freedom from daily work burdens and the joys of spending more time with loved ones. Learn how financial preparedness can transform your retirement dreams into reality. Reflect on your personal aspirations and envision the lifestyle you truly desire. This discussion not only inspires but also highlights the essential role of strategic planning in achieving a fulfilling retirement.
Jun 5, 2023 • 17min
3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!
In today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow.Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement StrategyStart HerePS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
May 29, 2023 • 16min
"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"
In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy.Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement StrategyStart HerePS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
May 22, 2023 • 15min
4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well
In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden!It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term.Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.Have a question you want to be answered on a future episode?Please submit your questions here.Create Your Custom Early Retirement StrategyStart HerePS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
