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

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

Ari Taublieb, CFP®, MBA

Ari Taublieb is a CERTIFIED FINANCIAL PLANNERTM 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).

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Top 10 Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) Episodes

Goodpods has curated a list of the 10 best Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) episode by adding your comments to the episode page.

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - 30+ Reasons To Retire Early (as if you needed more..)

30+ Reasons To Retire Early (as if you needed more..)

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

play

06/12/23 • 13 min

In today's episode of the Early Retirement Podcast, Ari discusses 30+ reasons to retire early TODAY. Download my eBook TODAY: -> Free E-Book: A Complete Guide To An Early Retirement
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
-> Create Your Custom Strategy To Retire Early
-> Free E-Book: A Complete Guide To An Early Retirement

Let's Connect!

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

Create Your Custom Early Retirement Strategy

Start Here

PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.
These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - How To Use Your IRA To Take Advantage Of This Market Downturn

How To Use Your IRA To Take Advantage Of This Market Downturn

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

play

10/31/22 • 15 min

In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.
Questions answered:

  • How can I implement a Roth Conversion?
  • What is the best strategy to determine if a Roth Conversion makes sense?
  • What other strategies exist to save on taxes?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Want a custom strategy to retire early?

Get Started Today Here

PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!

Let's Connect!

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - Retirement Investing - 5 Tips To Know

Retirement Investing - 5 Tips To Know

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

play

04/18/22 • 13 min

Our topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know.
NEW: I'm on YouTube!
Check out the YouTube page
here for more content like this.
Interested In Working With Ari?
Apply Here

Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

Early Retirement Podcast:

I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 lea

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - Investing Tips - A Complete Guide To Investing in Retirement

Investing Tips - A Complete Guide To Investing in Retirement

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

play

02/21/22 • 9 min

Our topic on this episode of the Personal Finance Redefined podcast is about FAQs that I receive about investing.
Questions Answered: What are the best investments for long-term growth? What investments make most sense based on my individual situation? What are the various types of investments out there?
I'm on YouTube! Check out the page here for more content like this.
Interested In Working With Ari?
Apply Here

Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

Early Retirement Podcast:

I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing reti

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

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

play

03/11/24 • 16 min

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of their nest egg, juxtaposed against the one who saw staying out of the market as a missed opportunity to dance with potential growth. As I steer away from the cookie-cutter advice, you'll discover the 'cheat code' to manage your spending in retirement, ensuring that you can live comfortably without the fear of running out of money.
Tune in to hear how emotional factors intersect with cold, hard numbers in the world of finance. I'll recount my own parents' journey with financial advisors, shedding light on the perils of inadequate planning and the merits of maximizing financial efficiency. We'll unravel the complex emotions behind pivotal decisions, like paying off your mortgage versus investing for the future, aiming to equip you with the wisdom to make choices that resonate with both your bank account and your peace of mind. For those eager to sculpt their path to early retirement, this episode isn't just a conversation—it's a compass.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - This Is How To Retire Early Without Worrying About Running Out Of Money

This Is How To Retire Early Without Worrying About Running Out Of Money

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

play

01/29/24 • 21 min

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy hereMyoDetox -> FutureProof your body and book a session at Myodetox today.

Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book!

Ever feel like an early retirement is a distant dream clouded by financial fears and the 'what ifs' of life? Kick those mental roadblocks to the curb as we dissect the myths and realities of hanging up your work boots ahead of schedule. We don't just scratch the surface; we go deep into the psychology of early retirement, introducing you to "financial independence, recreational employment." It's a twist on retirement that could redefine your golden years, encouraging you to find joy in activities that resonate with your passions.
This episode isn't just about the 'why' of early retirement; it's also about the 'how.' We navigate the complex world of withdrawal strategies, steering clear of a one-size-fits-all approach to discuss the nuances that make your retirement as unique as you are. We'll talk about how to tailor your financial plan to be responsive to life's unpredictable twists, and I'll show you how to wield control over the aspects of retirement planning that are firmly in your hands—your spending habits and investment choices.
As we wrap things up, you'll hear real stories from clients who've turned their retirement dreams into reality. We discuss everything from dynamic withdrawal rates that fund once-in-a-lifetime adventures to savvy Roth conversions that make market downturns work in your favor. If you're looking for a compass to navigate the sometimes choppy waters of early retirement planning, this episode is your North Star. Remember, you've got the helm, and with a bit of strategic guidance, you'll be charting a course toward an early retirement that's as financially stable as it is personally fulfilling.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - (10 MISTAKES) When Retiring Early...

(10 MISTAKES) When Retiring Early...

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

play

01/08/24 • 20 min

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
An early retirement can be intimidating because you do NOT want to:
1) run out of money (obvious)
2) go back to work (you only want to retire ONCE)
3) wonder if your loved one's will be okay if something happens to you....and so much more.
In today's episode Ari gives you the 10 things to avoid if you want to retire early with complete confidence. Enjoy!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - The Tax-Efficient Way To Simplify Your Retirement

The Tax-Efficient Way To Simplify Your Retirement

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

play

11/20/23 • 25 min

-> Create Your Custom Strategy To Retire Early
Here's a promise: you're about to unlock the secrets to maximizing your retirement savings across multiple accounts, all while maintaining tax efficiency. Ever wonder how to manage investments spread across Vanguard, Fidelity, and Schwab? Look no further. Join us as we delve into the complexities of coordinating these diverse accounts, discussing the potential pitfalls and the importance of tax-savvy decision-making. We’ll also tackle a listener's question on the intriguing risk can analogy, as well as the choice between qualifying for subsidies and opting for Roth conversions.
Imagine if you had a "superhero account" to streamline your retirement planning. Well, it’s not as far-fetched as it sounds. In the next part of this episode, we’ll explore the concept of an "in-service distribution" and how to leverage it for your benefit. And yes, we’ll also introduce you to the concept of this superhero account - a brokerage account that can be your knight in shining armor. Let's take a case study of Rachel, who is planning her retirement in two to four years, and discuss her path to achieving optimal tax efficiency. Gear up as we demystify the realm of retirement tax planning through this engaging discussion.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - A Real-Life Story Of Investing Too Well For Retirement

A Real-Life Story Of Investing Too Well For Retirement

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

play

06/17/24 • 28 min

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episode is packed with valuable strategies and real-life scenarios designed to help you strike the perfect balance between financial security and living in the present.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
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share episode
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)

Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)

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

play

10/24/22 • 17 min

In today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan!
Questions answered:

  • Do I need to pay off my mortgage before I retire?
  • What is the optimal portfolio in retirement?
  • How can I maximize income in retirement?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Create Your Custom Strategy with Ari (Initial Consultation Call) ⬇️

Schedule Here

I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!

Let's Connect!

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari 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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

bookmark
plus icon
share episode

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FAQ

How many episodes does Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) have?

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) currently has 253 episodes available.

What topics does Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) cover?

The podcast is about Retirement, Entrepreneurship, Investing, Personal Finance, Podcasts, Business, Stock Investing, Real Estate Investing and Early Retirement.

What is the most popular episode on Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)?

The episode title 'How To Manage Cash Flow Before & Throughout Retirement' is the most popular.

What is the average episode length on Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)?

The average episode length on Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) is 16 minutes.

How often are episodes of Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) released?

Episodes of Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) are typically released every 7 days.

When was the first episode of Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)?

The first episode of Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) was released on Dec 17, 2020.

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