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
Mar 13, 2023 • 17min
3 Tips On Perspective When Investing To Retire Early
Ari explores how to maintain perspective in investing after challenging market years. He emphasizes the historical recovery patterns of the S&P 500, suggesting a long-term strategy aligned with personal goals. The discussion also highlights the importance of a customized investment approach, balancing risk and asset allocation. Additionally, he underscores the role of tailored tax strategies in achieving financial peace, especially during market fluctuations. Overall, listeners gain valuable insights for navigating their early retirement strategies.
Mar 6, 2023 • 15min
How To Create The Perfect Asset Allocation
In today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation.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 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.
Feb 27, 2023 • 22min
How To Plan When There Is A Significant Age Gap Between Spouses
In today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses.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 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.
Feb 20, 2023 • 19min
5 Tips From My Wealthiest Clients On How They Retired Early
Discover the secrets of early retirement from Ari's wealthiest clients. They share holistic strategies that prioritize sustainable lifestyles alongside financial wealth. Learn how tax gain harvesting and Roth conversions can significantly reduce tax liabilities. Personalized retirement plans take center stage, balancing effective tax management with individual goals. It's not just about the money—it's about crafting a fulfilling life in retirement!
Feb 13, 2023 • 22min
How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions
In today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you save on taxes!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 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.
Feb 6, 2023 • 15min
Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions
In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums. NEW! Free E-Book: A Complete Guide To An Early RetirementAri 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 EarlyLet'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.
Jan 30, 2023 • 20min
A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)
In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement.NEW! Free E-Book: A Complete Guide To An Early RetirementAri 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 EarlyLet'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.
Jan 23, 2023 • 17min
Top 5 Options for Health Insurance If You Retire Early
Delve into vital health insurance options for those retiring early. Discover alternatives like COBRA, Medicaid, and individual plans, and why understanding costs is crucial. Explore challenges in moving from employer-offered insurance to personal plans. Learn how to assess personal health needs to craft a robust insurance strategy, ensuring financial stability and healthcare access until Medicare begins. Perfect insights for a smooth transition into early 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.
Jan 9, 2023 • 12min
A Complete Guide To A Successful Retirement (Client Stories)
In today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement.Get your FREE 2023 Tax Guide here!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 EarlyLet'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.
