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

Ari Taublieb, CFP®, MBA
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Sep 13, 2021 • 8min

I Just Received $100k, What Should I Do?

Our topic on this episode of the Personal Finance Redefined podcast is about what to do when you come into a windfall (large sum of money).Questions discussed: How should I view this lump-sum? What are the pros and cons of each strategy? What should I invest in for my financial goals?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.
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Sep 6, 2021 • 13min

How Does The Stock Market Work?

Our topic on this episode of the Personal Finance Redefined podcast is the stock market!Questions discussed: How does the stock market even work? How can I make sure I don't lose all of my money when I invest? What should I invest in for my financial goals?Are you ready to start taking control of your financial future?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.
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Aug 30, 2021 • 8min

What Are Capital Gains? (And How To Keep More Of What You Make)

Our topic on this episode of the Personal Finance Redefined podcast is about capital gains and specifically the difference between capital gains and ordinary income.Questions discussed: How should I view my tax situation in regards to capital gains I owe? How can I limit my tax bill? What should I invest in for my financial goals?Are you ready to start taking control of your financial future?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.
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Aug 23, 2021 • 15min

Should I Hire A Financial Planner?

Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should hire a financial planner. Questions discussed: When should I hire a financial planner? What are the pros and cons? Does everyone need one? What should I invest in for my financial goals?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.
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Aug 16, 2021 • 10min

How To View Your Taxes If You’re Self-Employed

Our topic on this episode of the Personal Finance Redefined podcast is about taxes for self-employed individuals (or couples).Questions discussed: How should I view my taxes if I'm self-employed? What are the pros and cons? What should I invest in for my financial goals?References:HurdlrIRS InstructionsInterested 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.
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Aug 9, 2021 • 9min

When Should I Start Saving For Retirement?

Our topic on this episode of the Personal Finance Redefined podcast is about saving for retirement.Questions discussed: How risky is the stock market? When should I start saving for retirement? What should I invest in for my financial goals?Let'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.
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Aug 2, 2021 • 10min

Should I Just Invest In The S&P 500 Index?

Our topic on this episode of the Personal Finance Redefined podcast is about investing in the S&P 500 index.Questions discussed: How risky is the stock market? When should I invest? What should I invest in for my financial goals?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.
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Jul 26, 2021 • 11min

15 Year v. 30 Year Mortgage - Which Should I Do?

Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 15 year and 30 year mortgages.Questions discussed: What is the best mortgage for my goals? What are the benefits of each? What are the cons of each?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.
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Jul 19, 2021 • 6min

Should I Invest In Bitcoin?

Our topic on this episode of the Personal Finance Redefined podcast is about investing in Cryptocurrencies, specifically Bitcoin.Questions discussed: How risky are cryptocurrencies? Should I Invest in Bitcoin? What is the best strategy for my goals?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.
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Jul 12, 2021 • 8min

Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners?

Our topic on this episode of the Personal Finance Redefined podcast is about Solo 401(k)s & SEP IRAs.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.

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