

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.