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
Jan 2, 2023 • 17min
8 Key Considerations in 2023 (and what to AVOID)
In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances.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 ClearlyLet'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.
Dec 26, 2022 • 11min
7 Tips To Optimize Your Money Before Year-End (Checklist)
In today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end.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.
Dec 19, 2022 • 22min
How To Avoid The #1 Retirement Mistake & Create True Financial Freedom
In today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and stories from research/clients on how to maximize your financial life.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.
Dec 12, 2022 • 18min
How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free.Get your FREE 2023 Tax Guide (referenced during the show)Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of life with your money.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.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.
Dec 5, 2022 • 18min
A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)
In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion.Questions answered:How can I effectively implement Roth Conversions?What are the biggest benefits of a Donor-Advised Fund?What is the best strategy to save on taxes when I do charitable giving?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.
Nov 28, 2022 • 18min
How Much "Safe" Money Do You Need At All Times?
In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need. Questions answered:How much of an emergency fund do you need?What are the most important things to consider when thinking about retirement planning?What is the best strategy 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 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.
Nov 21, 2022 • 15min
How To Build A Customized All-Weather Investment Portfolio
In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio.Questions answered:How can I make sure my investments are allocated for my goals?What are the most important things to consider when building a portfolio?What is the best strategy 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 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.
Nov 14, 2022 • 17min
Top 5 Retirement Mistakes To Avoid (From My Clients)!
In today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so.Retirement mistakes to avoidRetiring at the wrong timeNot spending MORE (not a typo)Not having a strategySupporting adult childrenFocusing on one riskAri 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 with Ari (Initial Consultation Call) ⬇️Schedule HereI share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!Let'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.
Nov 7, 2022 • 22min
Everything You Need To Know To Retire Before Age 65
In today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about).Questions answered:What do I need to know to retire before age 65?What is the optimal portfolio in retirement?How can I think about an early retirement (and what steps to take)?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 with Ari (Initial Consultation Call) ⬇️Schedule HereI share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!Let'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.
Oct 31, 2022 • 15min
How To Use Your IRA To Take Advantage Of This Market Downturn
In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.Questions answered:How can I implement a Roth Conversion?What is the best strategy to determine if a Roth Conversion makes sense?What other strategies exist to 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).Want a custom strategy to retire early?Get Started Today 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.Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!Let's Connect!WebsiteYouTubeLinkedInInstagramENJOYED 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.
