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 30, 2024 • 18min
3 Tips To Retire On Your Own Terms
You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come.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.
Sep 23, 2024 • 17min
Pension Decision - Lump Sum or Annuity?
Navigating the tricky waters of pension choices, the discussion revolves around whether to take a lump sum or an annuity. Listeners will learn the pros and cons of each option and how they can impact finances over time. Real-world examples uncover tax implications and growth scenarios, highlighting the potential for inheritance versus guaranteed income. With insights on flexibility for Roth conversions and how early death may affect financial planning, this insightful conversation empowers you to make informed decisions about your retirement.
Sep 20, 2024 • 35min
Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show!
200 EPISODES!SPECIAL FRIDAY EPISODE History of the podcastVision moving forwardHow to get the most value from your moneyCreate 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 16, 2024 • 13min
Don't Do Any Roth Conversions Before You Ask Yourself THIS
I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"Two very different questions.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.
Sep 9, 2024 • 16min
5 Ways An Advisor Can Change Your Retirement
Hiring an advisor should be based on the experience you are looking for. 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.
Sep 2, 2024 • 26min
The Complete Guide To Optimizing Healthcare Costs Before 65
Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement.In this episode, you'll learn how to determine your own healthcare cost (pre-65), how to qualify for federal subsidy, how to determine if you should do Roth Conversions instead, and pro tips from our clients who retired early and kept healthcare cost low.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.
Aug 26, 2024 • 26min
The Complete Guide To Implementing Roth Conversions: Tax Strategy
Discover how Roth conversions can significantly boost your retirement savings while avoiding costly mistakes. Explore strategic advantages through real client stories and get insights on key factors like tax brackets and required minimum distributions. Learn why timing matters and how to leverage these conversions for effective legacy planning. With practical tips, elevate your financial strategy and start optimizing your hard-earned money.
Aug 19, 2024 • 23min
Here's How To View Real Estate As Part Of Your Retirement Strategy
Real estate can be a wonderful investment, but don't let your net worth trick you.Many clients want to downsize and then determine they love their home and don't want to move.Understand the role of your home in relation to your overall financial strategy.In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.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.
Aug 12, 2024 • 22min
7 Surprising Regrets From My Clients Who Retired Early
Ari Taublieb, a CFP® and MBA, specializes in guiding clients to early retirement with confidence. In this discussion, he reveals the surprising regrets of those who have pursued early retirement. Listeners learn the importance of thoughtful financial and life planning to avoid pitfalls. Ari emphasizes the value of reflecting on personal choices, as well as the new interactive format that invites more voices to share their journeys. This offers insights into achieving a fulfilling retirement while navigating potential challenges.
Aug 5, 2024 • 22min
5 Signs It’s Time To Consider Retiring Early
What if you could choose to work not because you have to, but because you genuinely want to?I want to ensure you don't work longer than necessary, without working too long!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.
