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

Our topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income.NEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a fuCreate 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.

Our topic on this episode of the Early Retirement podcast is about buying and holding investments.NEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? 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.

Our topic on this episode of the Early Retirement podcast is about prioritizing your financial goals. Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish?FREE Checklist: Prioritize Your Financial GoalsNEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, 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.

Our topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below).2021 Tax Return ChecklistNEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or 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.

Our topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime.NEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or 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 achieving early retirement. Learn how to effectively save and generate income while managing debt. Explore the importance of lifestyle choices in planning for financial freedom. Understand key considerations for healthcare preparation as you transition into this new chapter. With practical tips and accessible insights, get ready to embrace a life where work isn't a necessity.

Our topic on this episode of the Personal Finance Redefined podcast is about FAQs that I receive about investing. Questions Answered: What are the best investments for long-term growth? What investments make most sense based on my individual situation? What are the various types of investments out there?I'm on YouTube! Check out the page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or 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.

Our topic on this episode of the Personal Finance Redefined podcast is about cryptocurrency, how to view it, and whether or not it makes sense to have a portion in your portfolio.I'm on YouTube! Check out the page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? 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.

Our topic on this episode of the Personal Finance Redefined podcast is about how I invest my own money.What is the framework I take with my own money? How can you use this framework for your individual situation?I'm on YouTube! Check out the page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast:I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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.  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 live maximize your return on life (we use money to do this).Let's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? 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.

Our topic on this episode of the Personal Finance Redefined podcast is about how much cash you need to have at all times.What amount of cash is too much cash? How much cash should I have at all times?I'm on YouTube! Check out the page here for more content like this.Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteYouTubeInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate 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.