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
Nov 22, 2021 • 13min
Why I Love Roth IRAs
Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs (and why I love them). 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 15, 2021 • 13min
Should I Pay Off My Mortgage or Invest?
Our topic on this episode of the Personal Finance Redefined podcast is about paying off a mortgage v. investing. 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 8, 2021 • 10min
When Do I Need Life Insurance?
Our topic on this episode of the Personal Finance Redefined podcast is about understanding life insurance and when/if you need it.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 1, 2021 • 13min
10 Things You Shouldn't Focus On (Financially)
Our topic on this episode of the Personal Finance Redefined podcast is about ten things that you shouldn't focus on. There are a lot of things you should focus on, but knowing what you shouldn't focus on will help you prioritize.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.
Oct 25, 2021 • 12min
The Most Important Investment Decision You'll Likely Ever Make
Our topic on this episode of the Personal Finance Redefined podcast is about the most important decision you'll likely ever make.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.
Oct 18, 2021 • 10min
Should I Invest All At Once or Periodically?
Our topic on this episode of the Personal Finance Redefined podcast is about investing all at once (lump-sum) v. dollar-cost averaging (periodically).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.
Oct 11, 2021 • 10min
The 3 Levels of Wealth
Our topic on this episode of the Personal Finance Redefined podcast is about the three levels of wealth.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.
Oct 4, 2021 • 10min
If You're Still Worried, You Aren't Wealthy
Our topic on this episode of the Personal Finance Redefined podcast is about understanding how to take control of your finances because if you're still worried, you aren't wealthy (quote from Nick Murray's "Simple Wealth, Inevitable Wealth").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.
Sep 27, 2021 • 11min
Is The Stock Market Overvalued? (And Why You Don't Need To Worry)
Our topic on this episode of the Personal Finance Redefined podcast is about the stock market and if it is overvalued.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.
Sep 20, 2021 • 12min
NFTs (Non-Fungible Tokens): How They Work & Should You Buy One?
Our topic on this episode of the Personal Finance Redefined podcast is about NFTs (non-fungible tokens).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.
