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).
All episodes
Best episodes
Seasons
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.
A Real-Life Story Of Investing Too Well For Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
05/22/23 • 15 min
In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden!
It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term.
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
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
5 Tips From My Wealthiest Clients On How They Retired Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
02/20/23 • 19 min
In today's episode of the Early Retirement Podcast, Ari discusses the 5 tips his wealthiest clients implemented to retire.
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
How To Use Your IRA To Take Advantage Of This Market Downturn
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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?
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
What No One Tells You About Creating Financial Freedom
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
10/03/22 • 10 min
In today's episode, you will learn the secret no one tells you about creating financial freedom.
Questions answered:
- How can I live today without sacrificing my future?
- How can an early retirement help me maximize my income over time?
- How can extra work in retirement, for less pay, impact my overall retirement plan?
Ari Taublieb, MBA is 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?
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
When You Should & Should NOT Hire A Financial Advisor
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
09/05/22 • 18 min
I don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had.
When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values.
Want a custom strategy to retire early?
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
How To Determine How Much You Want To Spend In Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
08/29/22 • 11 min
Early retirement can be a big commitment, and it's important to make sure you have a good idea of how much money you'll need in order to support yourself.
You might think that you'll only have to pay for rent and food, but there are other things to consider as well. It's quite a bit easier to plan your expenses if you know what they are now and how they might change during retirement. For example,
- How many years do you have until you retire? If it's less than 10 years away, then your expenses should be lower than if it were 20 or 30 years away.
- Do you have any debts? If so, make sure those debts are paid off before retiring so they won't continue adding up interest charges after retiring from work.
- Are there expected annual expenses for any items that are annual like property taxes or car registration fees (if applicable)?
When you're planning for retirement, it's important to consider all of the expenses that will be coming your way. If you're retiring early and want to determine how much you should spend in retirement, listen to this episode. Retirement planning is important and can help you determine how much you want to spend in retirement
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!
Want a custom strategy to retire early?
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.
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 HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Retire Sooner - How To Know When You Should Stop Working
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
08/01/22 • 12 min
There are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement.
Questions Answered
- When can you stop saving for retirement and still be on track?
- When does it make most sense to stop saving and enjoy lifestyle further today (when ON TRACK)?
- How does this impact your overall retirement plan?
NEW: I'm on YouTube!Check out the YouTube page here for more content like this.
Interested In Working With Ari?
Apply Here
Want a custom strategy to retire early?
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.
Let's Connect!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
The #1 Retirement Secret - When To Stop Saving For Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
07/25/22 • 9 min
Our topic on this episode of the Early Retirement podcast is about when to stop saving for retirement.
Questions Answered
- When can you stop saving for retirement and still be on track?
- When does it make most sense to stop saving and enjoy lifestyle further today (if on track)?
- How does this impact your overall retirement plan?
NEW: I'm on YouTube!Check out the YouTube page here for more content like this.
Interested In Working With Ari?
Apply Here
Want a custom strategy to retire early?
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.
Let's Connect!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
How To Discuss Inheritance With Your Parents (with James)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
11/14/24 • 21 min
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.
Check out James YouTube channel here
Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Show more best episodes
Show more best episodes
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 217 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.
Show more FAQ
Show more FAQ