

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 31, 2022 • 8min
How Much Cash Do I Need On Hand?
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.

Jan 24, 2022 • 8min
5 Tips To Become Financially Free
Our topic on this episode of the Personal Finance Redefined podcast is about the 5 steps to become financially free.What are the 5 steps to become financially free and how can you apply them to your individual situation?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.

Jan 17, 2022 • 8min
Where Should I Save For A Down Payment?
Our topic on this episode of the Personal Finance Redefined podcast is about where you should save for a down payment.We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Jan 10, 2022 • 8min
Should I Be In A 100% Stock Portfolio?
Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should have a portfolio allocation of 100% stocks.We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Jan 3, 2022 • 11min
When Should I Hire A Financial Planner?
Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner.We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Dec 28, 2021 • 9min
How To Beat Inflation
Our topic on this episode of the Personal Finance Redefined podcast is about how to beat inflation.We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Dec 20, 2021 • 8min
4 Tips For Young Investors
Our topic on this episode of the Personal Finance Redefined podcast is 4 tips for young investors. We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Dec 13, 2021 • 11min
When Should I Buy A Home?
Our topic on this episode of the Personal Finance Redefined podcast is about when it makes sense to buy a home.We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Dec 6, 2021 • 11min
The Ultimate Investor Cheat Sheet (Lessons & Stories)
Our topic on this episode of the Personal Finance Redefined podcast is about the lessons and stories from history's greatest investors (and how we can apply them to our financial situation).We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.

Nov 29, 2021 • 12min
4 Easy Ways To Save On Taxes
Our topic on this episode of the Personal Finance Redefined podcast is about the 4 ways you can easily save on taxes.We're on YouTube!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!WebsiteLinkedInInstagramENJOY 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.