Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Dive into the truth about early retirement! Discover why you don't need to pay off your mortgage before retiring. Learn the importance of prioritizing dividends for a sustainable income in your golden years. Reevaluate traditional investment strategies and embrace personalized financial planning to secure your future. Unravel common myths that could waste your time and energy, and get practical tips for a confident early retirement.

How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more!Questions answered:How can you best use a Roth IRA to create tax-free income throughout retirement?How can a 401(k) best be withdrawn to minimize taxes?When does it make sense to use a brokerage account to withdraw funds for tax-free income in retirement?Ari Taublieb, MBA is the Vice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).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.

S&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio.*Microphone issue! I apologize for the microphone issues as an issue came up during recording. Questions answered:How can I use the S&P 500 to supplement my portfolio?How should I be invested if I want to retire early?How should I shift my investment strategy with this information.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.

In today's episode, you will learn the secret no one tells you about creating financial freedom.  Questions answered:How can I live today without sacrificing my future?How can an early retirement help me maximize my income over time?How can extra work in retirement, for less pay, impact my overall retirement plan?Ari Taublieb, MBA is 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.

In today's episode, you will learn how to know when you should stop working.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.

Discover essential strategies for managing income during early retirement, especially in those 'gap years' before accessing traditional funds. Explore how to align personal goals, like travel, with financial objectives, taking into account spending patterns, tax implications, and inflation. This insightful discussion encourages listeners to reflect on their priorities and consider their unique retirement journeys.

In today's episode, you will learn the 5 most important parts of what builds a successful financial plan (and what to avoid).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.

I don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had.When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values.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.

Early retirement can be a big commitment, and it's important to make sure you have a good idea of how much money you'll need in order to support yourself.You might think that you'll only have to pay for rent and food, but there are other things to consider as well. It's quite a bit easier to plan your expenses if you know what they are now and how they might change during retirement. For example,How many years do you have until you retire? If it's less than 10 years away, then your expenses should be lower than if it were 20 or 30 years away.Do you have any debts? If so, make sure those debts are paid off before retiring so they won't continue adding up interest charges after retiring from work.Are there expected annual expenses for any items that are annual like property taxes or car registration fees (if applicable)?When you're planning for retirement, it's important to consider all of the expenses that will be coming your way.  If you're retiring early and want to determine how much you should spend in retirement, listen to this episode. Retirement planning is important and can help you determine how much you want to spend in retirementAlso, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!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.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.

Making a retirement plan is a crucial step in your financial path, regardless of your age. No matter if you want to retire in five or thirty years, it's critical to plan your retirement so that you can live a financially secure life.You will get through this journey with the aid of preparation, intentional spending, and maintaining your focus on the kind of future you really want.So in this episode, we will talk about how you can prepare for retirement while you are still working.Enlighten yourself with eye-opening questions like,What are you planning to do in retirement?What assets do you have to make your retirement financially secure? What are your tradeoffs? What about work alternatives?What's your ultimate retirement goal?I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!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.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.