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    Business

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

    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).

    Advertise

    Copyright: © 2024 Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    • Apple Podcasts
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    Latest Episodes:
    How To Discuss Inheritance With Your Parents (with James) Nov 14, 2024

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Fun Activities Often Overlooked In Retirement Nov 11, 2024

    What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal fulfillment, ensuring that your retirement years are not just financially stable but also deeply satisfying. Tune in to learn about the changes in spending patterns retirees experience and how to plan for them, all while keeping an eye on activities that bring genuine joy.
    From a retiree mastering the art of barbecuing to others combining reading with exercise, this episode is packed with inspiring stories and practical advice. Discover how challenging tasks and artistic pursuits can make your retirement exciting. Whether you're considering traveling across the U.S., indulging in world travel, or adopting low-impact exercises like swimming, there's something here for everyone. Don't miss this episode, where we'll share heartfelt stories and actionable tips to help you craft a retirement that's not just about the numbers but about truly living your best life.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Special Announcement - NEW SHOW! Nov 06, 2024

    New show starting November 14th with James Conole!
    Option 1 - Early Retirement Academy
    Option 2 - Email ari@rootfinancialpartners.com "Waitlist"
    Option 3 - Work With Us 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Do I Need To Spend $25k/Month In Retirement? Nov 04, 2024

    Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener comments, personal stories, and the infamous cauliflower analogy to explain the intricacies of tax optimization and risk management. Whether you’re aiming to maintain a modest lifestyle or live large in retirement, this episode provides practical advice tailored to different financial goals.
    We then shift gears to explore the dynamic nature of retirement spending, especially for those planning to spend between $15,000 and $25,000 a month. Learn why assessing your portfolio’s sustainability is crucial and discover the concept of a dynamic withdrawal strategy. We'll introduce you to the "retirement smile," which illustrates how spending changes during the different phases of retirement, and analyze real-life portfolios to highlight the importance of a sustainable withdrawal rate. With an emphasis on flexibility, careful planning, and the benefits of smart tax strategies and charitable giving, this episode equips you with the tools to optimize your retirement funds and achieve financial peace of mind.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY) Oct 28, 2024

    What-if scenarios allow you to retire early with confidence.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Common Mistakes People Forget When Retiring Early Oct 21, 2024

    How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindlessly following others' investment moves, even if you're simply relying on your 401k. Listener Steve McCord offers a heartwarming reminder of the value in scrutinizing your financial plans, regardless of your net worth.
    We'll tackle the intricacies of Roth conversions and the pivotal role of tailored advice in your retirement strategy. Hear a real client story about why blindly filling up tax brackets through Roth conversions might not always be the best move, especially if you have significant assets from a business sale. We also examine the potential downsides of long-term care insurance and propose an alternative: self-funding your future care to ease financial anxiety. Whether you're amassing substantial assets or just beginning to think about retirement, our actionable advice will help you steer clear of common pitfalls and ensure a stress-free retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Do You Know How Much You Are Paying Your Advisor? Oct 14, 2024

    There are many reasons to work with an advisor and I want to ensure you are getting value for it!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Here's How To Pay 0% In Taxes (ZERO Capital Gains) Oct 07, 2024

    Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a practical example involving appreciated stock. Learn how you might pay 0% in capital gains taxes by strategically selling assets, using the capital gains tax brackets and standard deduction to your advantage. We’ll also address a real-life question about capital gains on a house sale, showcasing the broader benefits of tax gain harvesting for those with significant gains in brokerage accounts.
    As we wrap up, I'll encourage you to submit your own questions through earlyretirementpodcast.com for future discussions. Sharing your queries helps us provide more tailored advice to our community. Don’t forget the importance of rating, reviewing, and sharing the podcast with others who could benefit from these insights. And remember, while I offer valuable information, consulting with a tax preparer or financial advisor is crucial before making any financial decisions. Tune in and take control of your financial future!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Tips To Retire On Your Own Terms Sep 30, 2024

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Pension Decision - Lump Sum or Annuity? Sep 23, 2024

    Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exploring the benefits of each option through detailed analyses and real-world examples. Learn vital insights, such as tax implications and the optimal way to transfer a lump sum to an IRA, with guidance from our most recent client case study.
    In this episode, we'll demonstrate how a $179,000 lump sum compares to a fixed annuity over different timelines and growth scenarios. Discover how early death could affect inheritance, the advantages of maintaining flexibility for Roth conversions, and which choice aligns best with your financial goals and comfort level with investments. Whether you're leaning towards guaranteed income or eyeing potential growth, our thorough comparison aims to equip you with the knowledge needed to make an informed pension decision. Don't miss our detailed visual breakdown on YouTube for a more immersive learning experience!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show! Sep 20, 2024

    200 EPISODES!
    SPECIAL FRIDAY EPISODE

    • History of the podcast
    • Vision moving forward
    • How to get the most value from your money

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Don't Do Any Roth Conversions Before You Ask Yourself THIS Sep 16, 2024

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Ways An Advisor Can Change Your Retirement Sep 09, 2024

    Hiring an advisor should be based on the experience you are looking for.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Complete Guide To Optimizing Healthcare Costs Before 65 Sep 02, 2024

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Complete Guide To Implementing Roth Conversions: Tax Strategy Aug 26, 2024

    Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.
    Understand the role of when conversions make sense and when they don't. That's what this episode is all about.
    Begin optimizing what you've worked so hard for and implement conversions when applicable.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Here's How To View Real Estate As Part Of Your Retirement Strategy Aug 19, 2024

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    7 Surprising Regrets From My Clients Who Retired Early Aug 12, 2024

    I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Signs It’s Time To Consider Retiring Early Aug 05, 2024
    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Easy Ways To Know If You Should Do Roth Conversions Jul 29, 2024

    Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.
    This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Do We Build Multi-Generational Wealth? [Estate Planning] Jul 22, 2024

    You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.
    I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement Jul 15, 2024
    There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know).
    The truth is those don't rules apply to you if you want to optimize an early retirement.
    You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc.
    I walk you through what you do and don't need to worry about when it comes to your early retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    My Story | Why Do I Do This? Jul 08, 2024
    I didn't like financial advisors growing up - so why did I become one?
    Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Where Should I Withdraw Money From First In Retirement? Jul 01, 2024

    Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Manage Cash Flow Before & Throughout Retirement Jun 24, 2024

    What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life examples demonstrating the impact of these sources on retirement readiness. Understand the importance of aligning your retirement spending with your personal lifestyle goals and how a few extra working years can make a significant difference, especially if you're planning to support children through college or undertake large expenses like home renovations.
    Learn the secrets to tackling early retirement challenges with a focus on longevity and financial sustainability. We delve into strategies for adjusting spending based on life expectancy and managing big expenses before you retire to mitigate financial risks. We'll also emphasize the necessity of maintaining an emergency fund and introducing the concept of a "sleep number" for greater peace of mind. Finally, we cover best practices for managing cash flow in retirement, including savvy fund allocation and the potential advantages of I-bonds depending on interest rates. Don’t miss these invaluable insights for securing your financial future and ensuring a stress-free retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Real-Life Story Of Investing Too Well For Retirement Jun 17, 2024

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Here’s How To Determine If You Should Keep Or Break Up With Your Advisor Jun 10, 2024

    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
    Is your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including my parents' own experiences with suboptimal guidance, and uncover the critical factors you need to consider—like expert tax planning and specialized early retirement strategies. We also break down the logistics of transferring your assets smoothly and emphasize why lining up a new advisor before making any changes is crucial. Spotting red flags, such as an advisor who never asks for your tax return, is just one of the practical tips we share to help you make an informed decision.
    Understanding the key differences between tax preparers and financial advisors is essential for your financial strategy. We'll discuss why integrated tax planning is a must and explore the importance of a clear succession plan for your advisor to ensure continuity and trust. Long-term relationships and manageable client loads are vital for sustained success, and we highlight these aspects in our conversation. Finally, we dive into the value of detailed financial planning for retirement and the necessity of fee transparency, demonstrating how justified fees can boost your confidence in your retirement plan. If you're contemplating a change or just seeking better financial advice, this episode is packed with insights to guide your journey.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Create An Anti-Cookie Cutter Investment Portfolio Jun 03, 2024

    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 (NEW) - Make sure to use code "FIRST25" which lasts until Wednesday.

    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.
    Ever wondered why your neighbor's retirement plan looks so different from yours, despite having a similar income? It's because there's no universal strategy for asset allocation in retirement, and we're here to unravel the mysteries behind personalizing your financial future. This episode is filled with insights and anecdotes, including the tale of an 83-year-old who teaches us that pensions, social security, and other income sources can significantly influence how we manage our investments. From the debate over the traditional 60/40 equity-to-bond split to the savvy placement of assets for tax efficiency, we're guiding you through a financial landscape where "one size fits all" simply doesn't cut it.
    Strap in as we navigate the twisting roads of retirement accounts, tackling the myths surrounding Required Minimum Distributions and uncovering why embracing growth—in spite of higher taxes—can be a boon for your golden years. The conversation gets personal as we discuss the varying levels of comfort with investment risk and how it shapes our approach to work, life, and happiness post-retirement. I'm thrilled to share stories from our clients that bring to light the bespoke nature of financial planning. Join us for an episode that's as much about heart as it is about numbers, where we share the commitment of our firm to provide individualized advice, free from the constraints of one-size-fits-all financial institutions.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Should I Be Saving To Retire Early? May 27, 2024

    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
    Ready to redefine the concept of retirement? My latest broadcast delves into the exhilarating world of early retirement planning, promising a treasure trove of strategies for seizing control over your work life — before the traditional retirement age calls your name. You’ll be introduced to the Early Retirement Academy, a beacon of hope for those aiming to navigate the financial seas with confidence, all set to cast off its ropes on June 1st. Through the tale of a savvy investor, discover how a blend of shrewd investments and an eye on retirement spending can dramatically alter your golden years' landscape.
    Then, join me as we traverse the personal journey of a 50-year-old with a million-dollar nest egg, facing the crossroads of financial security and life's joys. This narrative isn’t just about numbers; it’s a profound look at work-life recalibration, weighing the merits of a stress-reduced paycheck against the conventional rat race. Spoiler alert: Peace of mind might just be worth more than a bulging bank account. As we wrap up, I extend my heartfelt thanks to you, my dedicated audience, for your unwavering support. Your participation fuels this financial odyssey, and I eagerly anticipate our continued weekly rendezvous on the airwaves.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Complete Guide To Inheriting Money (Tax Planning) May 20, 2024

    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
    Flowchart on Inheriting Accounts (mentioned in episode)

    Navigate the financial maze of inheritance with me as we uncover the vital steps to securing your legacy without drowning in taxes. A revealing tale from my practice showcases the weighty decisions faced by those expecting wealth transfers, and sets the stage for a thorough exploration of the tax implications that come with different types of accounts.
    We address the rules that dictate non-spousal IRA inheritances, including the critical 10-year rule for non-eligible designated beneficiaries, and discuss the nuances of brokerage account benefits like a step-up in basis. Wrapping up, I invite you to take part in shaping our community's future episodes—your questions are the fuel that drives our journey to early retirement, so let your curiosity lead the way.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    4 Steps To Determine When You Can Retire Early May 13, 2024

    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
    Ready to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This episode of the Early Retirement Podcast is a treasure trove of insights, providing a checklist for assessing your readiness to retire early. It's not just about having enough money; it's about envisioning your life's next chapter. We'll discuss the allure of balancing work and leisure, and whether a four-day workweek might be a more fitting transition for you. Plus, I respond to a listener's request for stories from those who've already taken the plunge, offering a candid look at both triumphs and challenges.
    Gone are the days of blindly following the 4% rule—your retirement plan should be as unique as you are. I dissect the myths and provide a tailored strategy for determining the best time to retire. You'll learn about the withdrawal test, a critical tool for evaluating financial resilience. Transparency is key, and you'll hear how some may benefit from extending their careers to ensure a comfortable retirement. I'm not afraid to share the tough advice when it's warranted, and this episode doesn't shy away from the hard truths about achieving your dream retirement.
    Beyond the numbers lies the heart of retirement—finding joy and purpose in your newfound freedom. I introduce the 'post-career purpose finder,' a concept essential for a fulfilling retirement journey. Listen in as I shine a light on common pitfalls and highlight the necessity of a holistic financial plan that encompasses more than just savings. Future episodes promise to delve deeper into topics like long-term care and life expectancy, ensuring you're equipped with the knowledge to make informed decisions. And as always, your questions fuel this podcast, so keep them coming and connect with a community committed to navigating the path to financial independence together.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc. May 06, 2024

    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
    Could the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the layers of retirement planning, keeping it simple, yet profound. We're saying goodbye to the mundane and hello to an episode filled with practical insights and real-life scenarios that will not only educate but also entertain. Discover how being 'qualified rich, cash poor' may affect your golden years, and I'll even let you in on the legality and strategic advantages of tax gain harvesting with stocks like Apple.
    This episode is a journey through the essentials of retirement income strategies, where I share stories from the trenches and the psychological hurdles that can challenge even the savviest of planners. We'll examine why downsizing or part-time work isn't just about cutting back but can be a clever move for optimizing your tax planning. With the help of our recent guests Lindia and Cole, we'll navigate the healthcare landscape, ensuring you're equipped with knowledge that's as actionable as it is engaging. So, if you're eager to sculpt a retirement plan that's as secure as it is satisfying, tune in and let's get your financial future in gear.

    Create Your Custom Early Retirement Strategy Here
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    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 Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early Apr 29, 2024

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    Unlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This episode features Cole from Move Health, who joins us to unravel the intertwining of healthcare subsidies and Roth conversions, so you can discover how to navigate these waters for a secure financial future. We promise to equip you with strategies to manipulate your modified adjusted gross income to maximize government subsidies on ACA plans, and we'll tackle the nuances of Roth conversions to soften the blow of future taxes. It's all about the artful balancing act that keeps your hard-earned dollars where they belong – in your pocket.
    Facing the music of healthcare costs in retirement doesn't have to be a solo act. With expert guidance from Cole, we illuminate how to manage Medicare Part B and D premiums, and that dreaded IRMAA surcharge, all while juggling the boon of advanced premium tax credits. High-income earners, don't despair! We'll show that sometimes higher costs like IRMAA are just another verse in your financial symphony. This discussion goes beyond simple dollars and cents; it's about orchestrating a retirement plan that sings in harmony with your healthcare needs and your wallet. Tune in and empower yourself to retire with a plan that hits all the right notes.

    Create Your Custom Early Retirement Strategy Here
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    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 Steps To Navigating Health Insurance When Retiring Before Age 65 Apr 22, 2024

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    Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that swan dive for just a moment to consider a crucial piece: health insurance. I'm here, with the esteemed Medicare insurance specialist Lyndia, to unveil the roadmap to securing your health coverage before you blow out the candles on your 65th birthday cake. In our chat, we dissect the nuances of COBRA, retiree plans, the Affordable Care Act marketplace, major medical, and faith-based alternatives, ensuring you have the knowledge to keep health insurance woes from stalling your early retirement fantasies.
    Navigating the health insurance labyrinth can be as intricate as a game of chess, but with a trusted broker like me from Move Health, you're playing with an advantage. I lay out how broker-assisted health insurance selection can be the king's gambit in your strategy, offering tailored comparisons of carriers and plans—without the sneaky checkmates of hidden fees and conflicts of interest. Discover how income manipulation can be a strategic move for Affordable Care Act plans, and I'll guide you through this complex play to potentially capture significant savings.
    Capping off, we take a magnifying glass to the American Rescue Act's healthcare tax credits, dissecting how this financial boon can benefit your pre-retirement planning. I walk you through five crucial steps to prepare for the healthcare side of your golden years, emphasizing the importance of a holistic approach to your financial and healthcare blueprint. Stay tuned for our next episode, which promises to dive deeper into conversions and healthcare connections, and remember to keep the conversation going by sending your questions for future episodes. So, grab a pen, jot down some notes, and let's turn your early retirement dreams into a secure and insured reality.

    Create Your Custom Early Retirement Strategy Here
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    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.

    3 Regrets From My Clients Who Retired Early Apr 15, 2024

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    Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw honesty that's as refreshing as it is rare. Learn why a fulfilling life might mean more than clocking extra hours for a promotion, and how meaningful connections can outweigh a bulging bank balance. It's a deep dive into the waters of work-life balance and personal happiness, where we explore the delicate interplay between financial security and the richness of relationships and personal satisfaction.
    We also weave through the complexities of workplace contentment, narrated through the lens of an engineer who found wealth in the community, not just his paycheck. No guests this time—just pure, reflective storytelling that's sure to stir your thoughts and maybe even sway your priorities. As we wrap up, you're not just a listener; you're a participant. I invite you to shape our journey forward by sending your burning questions and curiosities for future episodes. It's not just a conversation; it's a collective exploration of what makes life before, during, and after retirement truly worthwhile.

    Create Your Custom Early Retirement Strategy Here
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    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.

    3 Classic Early Retirement Mistakes To Avoid Apr 08, 2024

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    Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventure, this conversation is your roadmap to navigating the less-trodden paths of post-work bliss, ensuring that boredom is just a word in the dictionary and your nest egg remains solid as a rock.
    Join us as we chart a course through the complexities of managing retirement funds with an eye toward market volatility and unforeseen expenses. Hear about "BP bulletproofing" your savings, the ins and outs of Roth conversions, and the wisdom of setting spending guardrails that leave room for the joy of giving back. We're not handing out tired, one-size-fits-all advice; our journey together is tailored to those who yearn for a retirement as unique as their fingerprint. Tune in, submit your piercing questions, and let's craft a retirement strategy that mirrors your lifelong aspirations.

    Create Your Custom Early Retirement Strategy Here
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    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 Situations When It Does NOT Make Sense To Implement Roth Conversions Apr 01, 2024

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    Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples like the time I advised a client to steer clear of conversions due to their health and retirement horizon. Think of it as a tailored suit – Roth conversions need to be customized to your financial physique, or they just won't look good on your bank account.
    Feeling jittery about upcoming changes in tax brackets, or confused about when to convert your 401(k) to a Roth IRA? Grab a cup of coffee, and let's talk timing and tactics. We're not just talking theory; we dive into a case study of a forward-thinking couple who used a market downturn to their advantage with a Roth conversion, illustrating that with careful planning and a pinch of courage, you too can navigate the financial market waves and sail smoothly into retirement. Whether you're a seasoned investor or a newcomer to the retirement planning game, this episode is your invitation to become a part of the conversation and make decisions that resonate with your future financial well-being.

    Create Your Custom Early Retirement Strategy Here
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    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.

    Do We Have Enough To Retire (And Never Go Back To Work)? Mar 25, 2024

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    Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking the myth of a magic retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing how it's not about quitting work entirely, but about having the freedom to choose how and when you work. Join us as we navigate through personal stories and financial examples that bring to light the true indicators of retirement readiness.
    Diving into the heart of financial planning, we meet Ari, who's wrestled with retirement decisions and wondered if they're on the right track. I'll walk you through Ari's journey, highlighting how personal values can significantly shape financial decision-making. We're also tackling the common mistake of equating retirement expenses with your current salary, and why it's essential to have a realistic budget reflecting your actual living costs. If you've toyed with the dream of retiring to a sun-soaked village in Portugal or Spain, we even touch on the financial implications of relocating. Don't miss this chapter where we also share a handy tool—a cash flow spreadsheet linked in the description—to help keep your spending habits transparent.
    Wrapping up, we shift gears to focus on the brass tacks of a solid investment strategy that will carry you through retirement without hiccups. I guide you through evaluating your savings, understanding the impact of taxes, and how to balance equities with fixed income to ensure a comfortable and sustainable lifestyle. Plus, we discuss why having pensions might actually allow you to take a bolder approach to investing. Remember, this is about more than just numbers—it's about crafting a retirement that fits your life. So, whether you're planning early retirement or simply curious about the financial future, tune in and let's explore what it takes to retire on your terms.

    Create Your Custom Early Retirement Strategy Here
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    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 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 Mar 18, 2024

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    Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the safest bet. Together, we navigate beyond the oversimplified 4% rule, emphasizing the need for a personalized strategy that adapts to market shifts and personal spending. Tailoring your retirement to your unique timeline and expenses is not just smart—it’s essential.
    Strap in for a candid exploration of the pitfalls of static withdrawal plans and how a diverse investment portfolio can be your golden ticket to an optimized retirement. I reveal the significance of dynamic strategies that respond to the ebb and flow of markets and life changes. Plus, we'll address the risks of a one-size-fits-all investment approach and how avoiding it can lead to more favorable tax outcomes and a retirement that's as varied and full of life as you are.
    As we wrap up, I extend an invitation to you, the listeners, to become an active part of our community by submitting your burning questions and stories. Each piece of advice here is a stepping stone to customize your retirement blueprint, but remember, the nuances of your journey require the finesse of a professional’s touch. So, tune in, take notes, and get ready to craft a retirement as unique as you are.

    Create Your Custom Early Retirement Strategy Here
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    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.

    This Is The Mindset Shift Needed To Retire Early With CONFIDENCE! Mar 11, 2024

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    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
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    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 Protect Against Retiring, Getting Unlucky and Having To Work Again Mar 04, 2024

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    Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to shield your nest egg from the whims of the market, ensuring it keeps up with inflation while dodging excessive volatility. Our episode is peppered with practical tips and an engrossing narrative of a retiree in the 2000 market downturn, promising insights into the delicate balance between enjoying a comfortable retirement and maintaining fiscal health. Plus, I tackle a listener's skepticism head-on, celebrating the shared mission of securing confident retirements.
    Retirement planning is an art form, and our financial canvas is constantly shifting with the market's tides. Today's discussion emphasizes the finesse needed to tailor spending in tune with market crescendos and decrescendos. I draw parallels between corporate bonus management and the savvy retiree's spending strategy, advocating for enjoyment without jeopardizing the longevity of your savings. It's about informed, adaptable decision-making—your gateway to a retirement that's as golden as you've envisioned.
    To cap things off, we dissect the intricacies of sequence of return risk, demystifying William Bengen’s 4% rule and the pivotal role of real returns post-inflation. We navigate the often complex waters of retirement income sources, from social security to rental income, ensuring you're equipped with the know-how to weather market volatility. Your financial security is our priority, and this episode equips you with the strategic foresight to thrive through the ebbs and flows of the economy. Have a burning question on early retirement? I'm all ears—drop your queries on my website, and let's tackle this retirement puzzle together.

    Create Your Custom Early Retirement Strategy Here
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    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.

    A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips) Feb 26, 2024

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    Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be privy to a compelling example of an individual who defies the typical investment playbook, thanks to a hefty pension. It's a deep dive into how unique personal situations can dramatically shape your retirement strategy and challenge the conventional financial wisdom.
    Are you pondering an early retirement, perhaps before hitting the age of 55? We've got you covered with strategies that consider the intricacies of capital gains taxes, the 'rule of 55', and making the most of your brokerage accounts. By tuning in, you'll grasp the value of Roth accounts as tax insurance and understand how brokerage accounts can be a game-changer in funding those first years of retirement bliss, setting the stage for impactful Roth conversions. To wrap it up, we invite your most pressing questions and remind you that our insights are a springboard for your personalized planning. Remember, the road to retirement is as unique as you are, and our episode is the map you need to navigate it with confidence.

    Create Your Custom Early Retirement Strategy Here
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    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.

    Why Most People Pick The Wrong Asset Allocation For An Early Retirement Feb 19, 2024

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    Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, tailor an investment strategy that thrives on your personal circumstances. Through an engaging story about a client who confidently strides with a hefty equity portfolio and a reassuring pension, we unlock the truth behind 'conservative' investments and how that definition can shift dramatically from one retiree to another.
    In the realm of retirement, one must artfully juggle the growth of their investments with the imperative of capital preservation. Our discussion traverses through a hypothetical retiree's financial landscape, illustrating how additional income streams, like rental revenue or a partner's earnings, can have a profound impact on where you allocate your assets. We equip you with a framework to craft an investment strategy that not only fits your unique financial situation but also stands resilient against the ebb and flow of market tides, ensuring a stable and comfortable retirement.
    As the curtains fall on this episode, I extend an invitation for you to shape our next conversation. Submit your burning questions to earlyretirementpodcast.com, and become a part of a community passionate about paving their own path to financial freedom. And remember, while we offer you the map to navigate the complex world of retirement planning, it's essential to consult with your financial advisor to chart a course that's truly your own.

    Create Your Custom Early Retirement Strategy Here
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    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.

    "I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients! Feb 15, 2024

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    Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to trade in their briefcases for a permanent vacation. From confronting the fear of outliving their savings to learning the value of owning a home outright, they provide a candid look at the key decisions and preparations that made their early exit possible.
    Retirement brings its own set of emotional challenges and team dynamics, and our guests don't shy away from sharing theirs. They discuss the art of keeping in touch with former colleagues, the smooth transition that comes with a gradual farewell, and how they navigated the complexities of retiring at different times. Their insights offer a valuable compass for those considering stepping back from their careers, demonstrating the importance of syncing retirement plans with life partners to ensure a harmonious journey.
    Financial advice can often feel overwhelming, but Scott and Rhonda break it down into attainable steps. They stress the merits of debt elimination, proactive saving habits, and the reassurance found in professional financial guidance. Their story is a testament to the power of planning, as they move from wealth accumulation to savoring the pleasures of life. Whether you're in your 60s or just starting to think about retirement, their wisdom serves as a poignant reminder to prioritize personal fulfillment and honest partner communication for a truly enriching retirement experience.

    Create Your Custom Early Retirement Strategy Here
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    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.

    Here's How Social Security Gets Impacted When Retiring Early Feb 05, 2024

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    MyoDetox -> 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!

    Unlock the mysteries of your Social Security benefits and learn how early retirement may reshape your financial horizon. We're peeling back the layers of those complex government booklets to give you a crystal-clear picture of how retiring sooner than later can affect your golden years. Imagine hanging up your work boots with 30 years of earnings instead of 35; we'll walk you through a real-life scenario that reveals the surprising truth about the financial implications. Your feedback has been a beacon for us, shining light on the nuances of tax and estate planning, and it's our pleasure to respond with heartfelt thanks and deeper insights. We're not just talking numbers here; we're aligning your retirement dreams with the values that matter most to you, discussing how part-time work can still add value to your Social Security record.
    As life throws its curveballs, it's essential to keep a fluid stance on your retirement game plan. This episode dissects the art of adapting to unexpected health issues, navigating Roth conversions, and pinpoints the optimal moment to claim your Social Security rewards. Ever confused about spousal benefits and delayed retirement credits? We're busting myths and offering a masterclass on getting the most out of your retirement together, for better or for richer. Couples, take note on how a strategic stagger in benefit collection could fatten up your financial future. Finally, we cast the spotlight on the Rule of 55, Rule 72(t), a little-known strategy for the early retiree looking to sidestep penalties. Whether you're meticulously drafting your exit strategy or just contemplating the possibilities, this conversation is your guide to bridging the gap between a comfortable retirement and the life you've earned.

    Create Your Custom Early Retirement Strategy Here
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    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.

    This Is How To Retire Early Without Worrying About Running Out Of Money Jan 29, 2024

    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
    MyoDetox -> 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Easy Steps To Know If You're On Track To Retire Early Jan 22, 2024

    Create Your Custom Early Retirement Strategy Here
    MyoDetox -> 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!

    Are you ready to align your retirement with your core values and ensure financial peace of mind? We're here to help you navigate the complexities of early retirement planning, from understanding your unique lifestyle to managing your financial assets. We dissect the importance of evaluating your health, life expectancy, and job satisfaction, providing you with a five-step process to chart your way to a satisfying early retirement. Plus, we tackle the psychological hurdles, the 'head trash', that can obscure your vision for the future.
    Navigating your finances in retirement is no small feat, but we've got the insights to make it simpler and more secure. In this episode, we delve into the nuances of crafting a flexible withdrawal strategy to sustain your nest egg. We touch on how health insurance costs, inheritances, and changes in expenses like property taxes can influence your cash flow. Our discussion goes beyond theoretical knowledge, sharing real-life stories and client experiences that highlight the importance of being strategic with your core expenses and the liquidity of your assets.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work Jan 15, 2024

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    We're peeling back the layers of an early retirement to reveal how stepping away can actually result in paying fewer taxes over the course of your lifetime and having more dollars at the end of the day in certain situations!
    But be careful - we'll discuss getting into the nitty-gritty of how those golden years can impact your Social Security benefits, especially if you haven't hit that magic number of 35 years in the workforce. It's a complex dance between maximizing your nest egg and ensuring you don't fall into common traps, such as healthcare costs before Medicare or penalties on early withdrawals from retirement accounts. Plus, we'll dissect the intricate interplay between Roth conversions and Medicare premiums – a crucial factor in your retirement choreography.
    While our discussions are rich with educational content, remember that the roadmap to retirement is as unique as you are, so consulting a professional for your personalized plan is always the wisest route.!

    Create Your Custom Early Retirement Strategy Here
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    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.

    (10 MISTAKES) When Retiring Early... Jan 08, 2024

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    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
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    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 Clients Who Retired Early Successfully Jan 01, 2024

    In today's episode, Ari goes over 5 PRO tips from his clients who retired early with complete confidence (not worrying about going back to work or stressing about spending). You'll learn everything you need to know to retire early with total confidence.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The 3 Levels Of An Early Retirement | What Level Are YOU At? Dec 25, 2023

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    Imagine a life where money is important but doesn't overshadow the joy of living.
    Yes - I post episodes every Monday (even on Christmas)!
    Level One - can you retire?
    Level Two - how MUCH can you spend in retirement?
    Level Three - are you going to be maximizing tax savings in retirement?
    We dive into each level in more detail so you can understand what you need to do to optimize your early retirement goals.

    Create Your Custom Early Retirement Strategy Here
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    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.

    7 Things To Optimize Your Finances Before Year-End (Checklist) Dec 18, 2023

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    There's a lot of financial planning opportunities, but it's hard to keep track of it all.
    Make sure you're not leaving any money on the table in 2023!
    Here's the guide I mentioned in the episode: 2023 Year-End Checklist

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    4 Simple Tips To Retire Early Dec 11, 2023

    Create Your Custom Early Retirement Strategy Here
    Are you ready to master the art of early retirement? We're here to guide you on how to make your money work for you, revealing the secrets behind a successful early retirement. Through real-life stories, we shed light on the importance of having a well-rounded financial plan, as well as the potential pitfalls of retiring without one. We also delve into the significance of maintaining good health before and during retirement, providing insights on how to strike the right balance between work and personal well-being.
    Ever wondered if you're over-reliant on your 401k for your retirement fund? In a lively discussion, we expose the potential downsides of solely banking on your 401k and the immense benefits of diversifying your retirement funds. We empower you with expert advice on various retirement strategies and the importance of seeking professional help when it comes to retirement planning. Plus, we take a deep dive into the habit of shifting retirement goalposts, continually postponing retirement for the next bonus or financial milestone. Tune in for an enlightening conversation packed with invaluable tips for anyone considering early retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Do You Need To Be Able To Spend $10k/month? Dec 04, 2023

    Create Your Custom Early Retirement Strategy Here
    Ever imagined a life of comfort in your golden years, spending $10,000 a month after taxes? Well, buckle up as we debunk popular myths and instead introduce you to the 'guardrails approach' to retirement planning, emphasizing the need for a sustainable plan tailored to your individual needs. Toss aside those rigid figures and start focusing on variables such as social security, pensions, and desired spending to provide a personalized roadmap to your retirement.
    Dive deeper as we navigate the complexities of early retirement, from the rule of 55 right down to the tax implications. Ponder about the 'house rich, cash poor' scenario and recognize the importance of a well-rounded portfolio. Health insurance is another key player that demands your attention. Let's not allow the process to overwhelm you, rather push you to seize control of your financial future. So, are you ready to transform your golden years into a treasure trove? Let's dig in!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    When Does It Actually Make Sense To Hire A Financial Advisor? Nov 27, 2023

    -> Create Your Custom Strategy To Retire Early
    It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind.
    Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision.
    Here's to retiring only once, and doing it confidently!
    Email me directly: ari@rootfinancialpartners.com

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Tax-Efficient Way To Simplify Your Retirement Nov 20, 2023

    -> 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    [Client Story] Why You Should Consider Retiring Earlier Than Planned Nov 17, 2023

    -> Create Your Custom Strategy To Retire Early
    So, here's to retiring only once, and doing it confidently!
    Email me directly: ari@rootfinancialpartners.com

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Why You Should Consider Renting In Retirement Nov 13, 2023

    *Cash Flow Planner (FREE Budget Sheet)
    Renting v. Buying Article Referenced

    Ari Taublieb, MBA, CFP® 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
    -> Free eBook: Health Insurance For An Early Retirement

    Ready to shake up your retirement game plan? Brace yourself for a deep-dive into the world of renting in retirement. We're breaking away from traditional concepts and exploring fresh, innovative approaches to retirement living. Our journey starts with an intriguing look at the potential advantages and pitfalls of renting a home during this exciting phase of life. Drawing on the real-life experience of a client, we delve into the compelling interplay between renting and the 'regret gap' – those precious years from 55 to 70 when you've got the energy and health to live life to the fullest.
    Ever wondered if renting could actually be more cost-effective than buying a home? We bring you an enlightening discussion on the cost implications of renting versus buying. Unearthing the price-to-rent ratio, we tackle the age-old debate between lifestyle flexibility and stability. But the financial maze doesn't end there. We also navigate the intricate pathways of tax strategy and estate planning, highlighting their importance in the rent-or-buy decision-making process.
    But wait, there's more! As we tread further into the realm of retirement living options, we shine a spotlight on early retirement. Discover how renting could play a pivotal role in your retirement strategy. We dissect the cost of renting versus buying, scrutinize the lifestyle flexibility renting affords, and reveal how selling a home could pave the way to a lasting legacy for future generations. We also address your burning questions and equip you with the resources you need to make a sound decision. Remember, when treading these uncharted waters, it's best to consult the experts. So, grab a cup of tea, settle in, and join us as we rethink retirement!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Is "Enough" To Retire Early? Nov 06, 2023

    *Cash Flow Planner (FREE Budget Sheet)
    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
    -> NEW eBook: Health Insurance For An Early Retirement

    Ever wondered, 'how much is enough?' when it comes to your retirement savings? Let's take that question head-on in this episode, where we unravel the intricacies of planning for a financially stable and worry-free retirement. We kick off with the real-life example of Leslie and Brian. With substantial savings yet lingering uncertainty, they prompt us to deep-dive into strategies for income optimization post-retirement, touching on the benefits of Roth conversions and the 4% rule. But it's not just about the numbers alone - we also stress on the importance of considering all possible expenses, from basic living costs to health insurance and legacy planning, to paint a complete picture of financial needs in retirement.
    Moving forward, we dig into the crucial topic of retirement income needs and smart investment strategies. Are you a pensioner? We've got you covered, explaining how having a pension should influence your investment approach. Also, get acquainted with the innovative Guardrails approach to retirement planning and learn how to manage your income strategically, factoring in taxes and inflation. As we round up, we explore how you can adjust your spending based on the years in retirement and the resources at your disposal. So, buckle up and join us on this enlightening journey that promises to bring clarity to your retirement finances and pave the way for an intentional post-retirement life.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    [Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement Oct 30, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Are you preserving your wealth or making the most out of it? Buckle up for a paradigm shift in retirement financing as we switch gears from successful saving to successful spending. We're all about maximizing your money so you get to enjoy the fruits of your labour without the fear of running out. We've got a strategy lined up to determine your spending limits and the five pillars that will guide your spending decisions.
    But that's not all — we're also looking at the importance of spending money on experiences and generosity to others. It's not just about the numbers; it's about a richer and more fulfilling lifestyle that's future-secure. We discuss how to spend money to improve your surroundings and introduce the concept of anti-cookie cutter retirement planning. Let's leave no room for regret or unspent millions — instead, let's create lasting memories and experiences. Prepare yourself for an exciting journey into financial wisdom.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity Oct 23, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Facing the retirement conundrum of choosing between a lump sum or an annuity pension option? Our latest podcast episode unravels the intricacies of both options, highlighting the pros and cons using real client examples. We dissect a scenario where a client had to choose between a million-dollar lump sum and a lifetime annuity of $4,350 per month. And we don’t stop there – we dive into the impact of joint and survivor option, single life annuity, and elucidate the necessity of rolling your lump sum into an IRA for tax considerations.
    Our conversation doesn’t just stop at retirement options. We delve into the realm of early retirement, painting a vivid picture using the 4% rule and real-life client situations over different timeframes with an inflation assumption. We aim to empower you with a crystal-clear understanding of your options over 10, 20, and 30 years. And to top it all, we stress on the paramount importance of keeping an eye on the interest rates on your lump sum balance.
    But we’re not done yet. We venture into the area of pre-tax assets and the impact of the cost of living adjustment on your annuity. We believe in a holistic approach and, therefore, encourage our listeners to consider both financial and lifestyle aspects while making this crucial decision in life. To drive the point home, we discuss another real client situation, throwing light on taxes and other costs related to your pension. So gear up to gain valuable insights and make the most informed decision about your pension.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Please Ask Yourself This One Question Before You Actually Retire Early Oct 16, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Have you ever stopped to question your vision of an early retirement? What if it's not just about the financial planning, tax strategies, and investments? Buckle up as we journey into the essence of what truly matters in life and how to make the most of your hard-earned rewards. We're taking a step back to evaluate our dreams, our expectations, and the reality of retirement.
    This episode takes you on an enlightening journey, exploring the concept of a 'dream retirement' and challenging the reasons behind why we work when it's not for financial gain. In the second half, we'll dive into my unique retirement planning framework, crafted to aid clients in leveraging their finances to enhance their life experiences. We'll discuss 'vacacum planning' – a strategy focused on maximizing income through savvy investment and tax recommendations. But remember, retirement isn't all about finance, it's about fulfillment. So, we'll also uncover some rewarding job options that might not pay but promise an enriched experience. Tune in for a fulfilling conversation on early retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Don't Die The Richest Person At Your Funeral with Dr. Donatello Oct 09, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Learn more about Dr. Donatello here: https://centerforwell.com/
    What if you could reshape your life to truly reflect your passions and dreams, backed by smart financial planning? That's the promise we explore with our distinguished guest, Dr. Donatello. Together, we navigate the transition from a regular 9-5 job to a life that encapsulates your true love, aligning your finances with your life goals, all while not forgetting to address the importance of social connections and happiness in longevity.
    Today, we also journey into the realm of health and diet, investigating how slight modifications in your eating habits can drastically improve your overall well-being. Dr. Donatello shares an inspiring story of a woman who regained her mobility following a healthier diet, and we dig into innovative treatments, like stem cells, that could be a game-changer in healing tissue and reducing pain.
    As we wrap up our discussion with Dr. Donatello, we shine a spotlight on the vital role of mental and physical wellbeing in retirement and the importance of fostering a supportive community. We reflect on the importance of leaving a legacy that transcends financial wealth and emphasize how small positive changes can cumulatively lead to an enriching retirement. As always, remember to be savvy about the financial, tax, and legal advice you take from our conversation. Get ready to be inspired and informed!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Balancing Emotion and Finance: The Impact of Investing Well For Retirement Oct 09, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Wondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep into the pros and cons of lump sum investing versus dollar cost averaging. We'll discuss the real-life implications of each choice, using a case study of an actual client who had five different investment options, all based on the S&P 500. You'll understand the probabilities of positive returns for each method and acquire valuable insights on how to manage your portfolio to meet your financial goals.
    But money isn't just about numbers, right? It's also about emotions. Tune in to discover how the choices you make today - lump sum investment or dollar cost averaging - can impact your financial and emotional well-being during retirement. Hear an intriguing example that illustrates the different outcomes of the two strategies. And most importantly, learn why it's crucial to create a comfortable strategy and stick to it, mitigating potential risks and maximizing benefits. As a finale, we'll tackle a scenario on managing finances pre-retirement, helping you make intelligent financial decisions that cater to both your wallet and your peace of mind. So whether you're a seasoned investor or a newbie, there's something for everyone. Don't miss out!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Avoid Having A GOOD Financial Plan And BAD Early Retirement Oct 02, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    What if the best financial plan on paper isn't the one that's right for you? We're here to argue the importance of aligning your wealth management strategies with your personal life goals, putting your happiness at the forefront. We're going to tackle listener Jackson's question about how to involve a spouse in financial planning, emphasizing the importance of understanding each other's retirement dreams and desires. Tune in to hear us unravel the complexities of financial planning from a personal perspective, encouraging you to live your best life, both financially and personally.
    Switching gears, we'll also be exploring the intriguing balance between tax-free income and pre-tax accounts in wealth management, focusing on the often-overlooked potential of Roth accounts. But it's not just about chasing tax-free income in retirement; we'll discuss the undeniable importance of the tax savings that come with pre-tax accounts and the standard deduction. The key is in timing your contributions and understanding your tax bracket. So get ready to reevaluate your financial strategies and find the perfect balance for your personal financial plan. We're here to guide you through the maze of tax planning and retirement strategies, offering insights that'll change the way you view your financial future.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Diversify One Stock With Massive Gains (Tax Tip) Sep 25, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    We are going to take you on a journey through the complex territories of financial planning and early retirement. We're talking maximizing stock gains, minimizing taxes and even sharing insights from one of our financially successful listeners. The mental shift that comes with substantial financial success can be daunting, but fear not, we're here to guide you through it all.
    In the first half, we address the risks associated with individual stock holdings and the tax implications of selling high-value stocks. The second half is dedicated to the power of investment diversification. We discuss the potential risks and rewards of having a large portion of your portfolio invested in a single stock. Drawing from the JP Morgan's Agony and Ecstasy study, we show how a successful stock can impact your portfolio. Whether you're an expert investor or just starting your financial journey, this episode is packed with insights to help you make informed decisions. So, tune in and let's navigate the world of finance together!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    An Advanced Guide To Minimizing Future RMDs Sep 18, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Ever wondered how you can strategically plan for your Required Minimum Distributions (RMDs) and minimize your tax liability? Tune in as we unravel the world of RMDs, starting from the age thresholds, to the tax planning window before RMDs kick in, and how to calculate your RMDs based on your age and the balance of your 401K. This episode is a goldmine of information, particularly for those eyeing early retirement or simply looking to refine their tax strategy. Let's arm you with the knowledge you need to ensure you don't pay a dime more in taxes than you have to.
    The discussion doesn't end there. We'll also dive into the handling of an inherited IRA as an RMD, exploring the benefits of this approach in specific situations, for instance, when a spouse passes away prematurely. Get acquainted with the 10-year rule for inherited IRAs and its exceptions. We will guide you through the maze of rules, regulations, and tax implications around RMDs, ensuring you have the tools to plan strategically. Join us as we help you navigate the complexities of financial planning and empower you to make informed decisions about your financial future.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Case Study Announcement: Early Retirement (YouTube ONLY) Sep 15, 2023

    -> CASE STUDY EARLY RETIREMENT
    (Watch On YouTube Here)
    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Dive headfirst into the world of early retirement as I share an enlightening case study of real clients on their journey to financial independence. It's a YouTube video that'll give you a deep understanding of the nuts and bolts of retiring early - the investments, the tax strategies, the spending habits, and the potential of part-time income.
    But that's not all - I'm super excited to unveil the upcoming guest episodes on the podcast. We'll be hosting health and insurance experts who will help us level up our knowledge. Your Monday mornings will never be the same as you start your week with useful information, curated to help you retire confidently, no matter what stage of life you're at. So, join the conversation, submit your queries, and suggest potential guests on earlyretirementpodcast.com - because we're in this journey together!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Safe Money Do I Need On Hand Once I'm Retired? Sep 11, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Ready to tackle the age-old question of how much money you need to retire comfortably? We've got you covered! In this illuminating episode, we address this critical issue head-on, diving into the fascinating world of retirement planning and financial independence. Hear us discuss the concept of financial independence and recreational employment, and unravel how minor changes today can lead towards financial freedom. We also touch on the expectations and hopes of our listeners for their early retirement.
    Managing finances in retirement can sometimes feel like navigating a maze, but it doesn't have to be that way. We delve into the complexities of managing your portfolio, establishing multiple income sources, handling taxes, and forecasting living expenses in retirement. We highlight the significance of safe assets and how market fluctuations can impact your retirement income. Plus, we share a practical framework that can guide you through these concepts, leading to financial tranquility.
    Lastly, we discuss the importance of safe investments for retirement and how much of your portfolio should be committed to these assets. We elaborate on the advantages of having a lower balance in an emergency fund post-retirement and the merits of segregating your savings into different 'buckets' for retirement. We hope the insights and practical tips shared in this episode will aid you in building a comfortable and secure retirement. Don't miss out on this exciting journey towards financial independence!

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies? Sep 04, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Imagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thousands of dollars. Suppose you have two to five million in pre-tax assets, and you're stuck between making Roth conversions and qualifying for health insurance subsidies - we've got a solution for you! In a journey through the world of taxes and retirement, we outline how to better navigate this often confusing landscape, illustrating the benefits and obstacles of each decision. We share a unique framework that helps you think through these critical decisions and make choices that are beneficial to your financial security.
    What's even better? We have a special review from a listener that unveils the true value of our podcast. It's our mission to help a million people retire early, with confidence. Let's talk about the tax-planning window when your income is low after retirement, and discuss how you can take advantage of this. Walk with us through the life of a retiree with an IRA, Roth, and brokerage account as we weigh the option between keeping income low and making Roth conversions. Lastly, we dissect the benefits and hurdles of Roth conversions and health insurance premiums. So, tune in, and let's take control of your financial future together.
    *There is no 400% FPL income cliff for Roth conversions. This means that you can convert as much money as you want to a Roth IRA, regardless of your income, as long as you meet the other eligibility requirements.

    The 400% FPL income cliff is a rule that applies to traditional IRA contributions. It limits the amount of money that you can contribute to a traditional IRA if your income exceeds 400% of the federal poverty level (FPL).

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Complete Guide To Minimizing Taxes With An Early Retirement Aug 28, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Who says you can't retire early and still pay the least amount of taxes possible? You're about to discover strategies that not only facilitate tax minimization but also ensure your financial plan aligns with the lifestyle you covet. This episode unravels a conversation I had with a client and an intriguing email from Henry, a 64-year-old enthusiastic listener, eager to navigate the tax terrain and live a more financially savvy life.
    Managing your cash in an investment portfolio can be a delicate balance, but knowing your "sleep number" - the amount of money you need to sleep soundly - is a game-changer. I'll share insights on how to strategically rebalance your portfolio for an optimal growth path, determine the right time to start drawing down cash, and ensure you don't fork out more tax dollars than necessary. We delve into the importance of setting a customized rebalancing strategy that aligns with your individual needs and goals, and how having just the right amount of cash in your portfolio can create a buffer to weather market downturns.
    Finally, we touch on a powerful tool in your financial arsenal - tax gain harvesting. This strategy could potentially zero out your taxes on realized gains, paving the way to an optimized financial plan and more money in your pocket. But remember, the crux of it all lies in having a plan that fits your lifestyle and holding onto the right amount of cash for your needs. Join me as we navigate this labyrinth of tax planning together, and feel free to reach out with any questions or if you'd like to learn more about this strategy.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Tips For A Successful Early Retirement (Story) Aug 21, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    -> RETIREMENT CASH FLOW PLANNER (mentioned in episode)

    Ever dreamt of retiring early? Ever pondered the difference between merely investing and investing with intention? This episode will take you through the fascinating journey of financial independence and early retirement, guided by our guest, John, a client who has walked this path. Discover the compelling power of compound growth, and how a modest 1% increase can dramatically alter your financial future. We also compare and contrast investing in small companies versus small value companies, divulging that the right choice can result in significantly higher returns.
    Retirement might seem like a daunting prospect, especially if you're unsure about your savings or facing financial constraints. In this episode, we lay out strategies to make early retirement a viable option. Learn about lifestyle adjustments, the importance of avoiding burnout, and how a part-time income can bolster your financial plan. John's experience and insights provide a real-life blueprint for living within your means and calculating your necessary retirement expenses. So brace yourself for practical tips and strategies to achieve financial independence and plan for an early retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Complete Guide To Insurance Protection (What You Need and DON'T Need) Aug 14, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Have you ever considered insurance as a financial instrument? This episode unveils the often overwhelming world of insurance, providing essential insights and practical advice to help you identify the type and amount of insurance you need. We explain how to effectively leverage insurance to potentially yield substantial returns, and even how having an advisor could guide you towards significant long-term savings. Your stories have also been heard, and we will share some listener experiences with insurance, shedding light on both the good and the bad.
    What does early retirement mean for your insurance needs? As we delve into the subject matter, the spotlight falls on term life insurance and the potential benefits it could offer your beneficiaries in unfortunate situations. The conversation doesn't stop there; we explore an array of other insurance types, including health, auto, homeowners/renters, and long-term disability insurance. Moreover, we'll delve into the impacts of early retirement on your insurance needs, exploring topics like long-term disability, auto and pet insurance, credit card and flight insurance, along with identity theft protection services. Join us, and don't miss out on the opportunity to make sense of your insurance needs better and discover how to use it as a financial tool.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Why You Should Consider To STOP Saving For Retirement *(not a typo) Aug 07, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Are you hustling tirelessly to fill up your retirement jar but wondering if there's a smarter way? What if we told you that sometimes, stopping your retirement savings could be the golden ticket to an early and comfortable retirement? Come, let's challenge the norms together in this unconventional episode. We promise to shed light on the crucial concepts of compound growth and opportunity cost, and how they can revolutionize your early retirement plan. A journey not just about working harder, but working smarter, and reshaping the goalposts as per your needs.
    Brace yourself for a fascinating discussion on striking the perfect balance between work and enjoyment to avoid premature burnout. Pause and ponder - have you already saved enough? Get answers to tricky questions like when it might be beneficial to stop saving altogether, and the tradeoffs between working longer versus spending less. And guess what? We've crossed over 150,000 downloads and are inching towards helping over a million people retire early! To enrich this experience, we've also included some thoughtful reviews from our esteemed listeners. So, gear up to explore a new perspective on securing a satisfying retirement.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Tips So You Only Retire Early ONCE! Jul 31, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    Ready to ditch the 9-5 and retire early with confidence? We're peeling back the layers on precisely how to do that! This episode is all about understanding your income needs, planning for both essential and thrilling expenses, and leveraging a smart budget tool to fast-track your journey. We delve into the critical components of retirement, like Social Security and account withdrawals, to ensure you have a robust plan that sees you retiring early and living a future you've envisioned.
    Let's talk about the relationship between retirement planning and financial protection, shall we? This episode illuminates the importance of having a 'war chest' and understanding market downturns. We dissect the concept of risk tolerance and capacity, and how they directly influence your growth assets. And there's more! We also tackle estate planning, leaving a legacy, and finding purpose post-retirement. So, whether you're looking to leave a gift for your children or searching for your next big adventure when the work stops, we have the strategies to make it happen. Our aim? To ensure you're not just accumulating wealth, but living the dream. Tune in and let's plan an early retirement filled with certainty and fulfillment.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early) Jul 24, 2023

    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
    -> NEW eBook: Health Insurance For An Early Retirement
    What if you could maximize the benefits of your Roth IRA and embrace the spirit of the FIRE movement at the same time? That's right, we're explaining the five-year rule that determines the time frame for your first contribution and discussing why you should consider both Roth and pre-tax strategies. We're also dispelling the myth that the FIRE movement is about early retirement and idleness. Instead, we're focusing on the essence of financial independence and recreational employment, all to help you craft a robust financial plan tailored to your personal situation.
    We're not stopping there! We're continuing the discussion on Roth IRAs, revealing the multitude of hidden benefits like tax-free growth, exemption from RMDs and provisional income, and the advantages of spousal Roth IRAs. We're making sure you're fully equipped to make smart financial decisions. But remember, this podcast provides valuable info, but it's always wise to consult with a tax preparer or financial advisor before making any significant financial decisions. So, buckle up for an enlightening journey towards financial independence and maximizing your Roth IRA benefits.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Increase Returns With Strategic Asset Location (And What To Avoid) Jul 17, 2023

    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).
    *Apologies for audio issue at the beginning! What was cutoff:
    Asset Allocation: the returns of your portfolio.
    Asset Location: the after-tax return of your portfolio.
    -> Create Your Custom Strategy To Retire Early
    -> Free E-Book: A Complete Guide To An Early Retirement
    -> NEW eBook: Health Insurance For An Early Retirement
    Today's episode:
    We'll delve into the world of asset location and how it can dramatically impact your retirement planning. It's about more than just diversifying your investments; it’s about understanding the strategic importance of the different types of accounts you have and how to maximize their potential. Plus, a listener question about retiring early at 61 sparks a valuable conversation about investing wisely and living a life that aligns with your desires.
    Now, imagine if you could strategically pay 0% taxes during your retirement years, wouldn't that be a game changer? This episode is all about maximizing your after-tax returns through smart asset location. While it might be tempting to focus on tax savings, we highlight why it could be more beneficial to prioritize long-term wealth growth. We also debunk some common misconceptions, like why bonds might not be the best investments for Roth Accounts. Get ready for an enlightening discussion that will challenge conventional wisdom and offer new perspectives on retirement planning.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How to Create a Holistic Financial Strategy Jul 10, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early.
    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
    -> NEW eBook: Health Insurance For An Early Retirement

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    What To Do With Your 401(k) Once You Retire / Leave Employment? Jul 03, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment.
    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
    -> NEW eBook: Health Insurance For An Early Retirement

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Reasons To Consider Retiring EARLY Today (from my clients) Jun 26, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today.
    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
    -> NEW eBook: Health Insurance For An Early Retirement

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Balance Health & Wealth For An Early Retirement (Special Guest) Jun 23, 2023

    Full video on YouTube here -> How To Balance Health & Wealth For An Early Retirement
    Create Your Custom Early Retirement Strategy -> Start Here

    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).
    Have you ever sacrificed your health in pursuit of financial freedom? Our guest, Alex, a 41-year-old software engineer, shares his inspiring journey towards financial independence since 2017 and how prioritizing his well-being became an essential part of it. Listen in as we uncover Alex's struggles with work addiction, health challenges, and the valuable lessons he's learned about the importance of balance and mindfulness in achieving both financial and personal fulfillment.
    In the first part of our conversation, we explore how a back injury and a type 2 diabetes diagnosis led Alex to reevaluate his priorities and focus on creating a life that values both financial security and health. As we discuss his career trajectory and the impact of overworking, Alex sheds light on the dangers of neglecting personal well-being and its long-term consequences on relationships and overall happiness. If you've ever felt consumed by your career, this episode will serve as a much-needed wake-up call to reassess your priorities and make meaningful changes.
    Lastly, we dive into the guardrails approach to retirement planning and how it compares to the traditional 4% rule. Alex and I discuss the benefits of this flexible strategy that allows for optimized money management and adaptable withdrawals. As you listen to Alex's story, you'll feel inspired to start planning for the life you genuinely desire, prioritizing both your financial and personal well-being. Join us in this thought-provoking conversation and start thinking differently about your own journey to financial independence.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes Jun 19, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to plan for Deferred Compensation for 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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Announcement: NEW eBook is live! Health Insurance for An Early Retirement Jun 13, 2023

    In today's episode of the Early Retirement Podcast, Ari announces his new eBook, "The Complete Guide To Health Insurance For An Early Retirement"
    DOWNLOAD THE NEW EBOOK HERE!
    Summary:

    Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the release of my new e-book, "The Complete Guide to Health Insurance for an Early Retirement," which aims to provide you with the knowledge and confidence needed to take charge of your retirement plans and health insurance options.
    Join me in this episode as I explore the various health insurance options available for early retirees, including COBRA, private marketplaces, state health insurance exchanges, and more. I also discuss the pros and cons of different plans, as well as important strategies like using health savings accounts and health reimbursement accounts. Download the e-book for free by clicking on the link in the description and start living the life you've always dreamed of, without worrying about health insurance costs! Let's retire early with confidence and make the most of our precious time.

    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
    -> NEW eBook: Health Insurance For An Early Retirement

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

    Please submit your questions here.
    Summary:

    Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the release of my new e-book, "The Complete Guide to Health Insurance for an Early Retirement," which aims to provide you with the knowledge and confidence needed to take charge of your retirement plans and health insurance options.
    Join me in this episode as I explore the various health insurance options available for early retirees, including COBRA, private marketplaces, state health insurance exchanges, and more. I also discuss the pros and cons of different plans, as well as important strategies like using health savings accounts and health reimbursement accounts. Download the e-book for free by clicking on the link in the description and start living the life you've always dreamed of, without worrying about health insurance costs! Let's retire early with confidence and make the most of our precious time.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    30+ Reasons To Retire Early (as if you needed more..) Jun 12, 2023

    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)! Jun 05, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    "Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?" May 29, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 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 May 22, 2023

    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    To Roth Conversion or To NOT Roth Conversion.. May 15, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Habits To Avoid When Considering An Early Retirement May 08, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Misconceptions About Retiring Early To Please AVOID May 01, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Should You Self-Insure or Buy Long-Term Care Insurance? Apr 24, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses whether you should self-insure or buy Long-Term Care Insurance.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Invest Your "Bridge" Account To Retire Early Like A Pro Apr 17, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Strategies To Reduce Required Minimum Distributions Apr 10, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 5 strategies to reduce Required Minimum Distributions (RMDs).
    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!

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

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Make Sure Your Money Is Safe Apr 03, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how much money is safe.
    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!

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    ENJOYED THE SHOW?

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

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Money Is Needed To Retire Early? Mar 27, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how much money is needed in order to retire early.
    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!

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    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?

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Should I Pay Off My Mortgage Early or Invest? Mar 20, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more.
    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!

    • Website
    • YouTube
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    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?

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    *EXTRA Episode* - 10 Minutes for the Next 50 Years Of Retirement (Story) Mar 16, 2023

    100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool.
    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

    Let's Connect!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Tips On Perspective When Investing To Retire Early Mar 13, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to view investing after a terrible year in the market.
    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!

    • Website
    • YouTube
    • LinkedIn

    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?

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Create The Perfect Asset Allocation Mar 06, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation.
    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!

    • Website
    • YouTube
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Plan When There Is A Significant Age Gap Between Spouses Feb 27, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses.
    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!

    • Website
    • YouTube
    • LinkedIn

    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 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 Feb 20, 2023

    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!

    • Website
    • YouTube
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions Feb 13, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you 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).
    -> Create Your Custom Strategy To Retire Early
    -> Free E-Book: A Complete Guide To An Early Retirement

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions Feb 06, 2023

    In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums.
    NEW! 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

    Let's Connect!

    • Website
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Beginner's Guide To Real Estate Investing In Retirement (Worth It?) Jan 30, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement.
    NEW! 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

    Let's Connect!

    • Website
    • YouTube
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Top 5 Options for Health Insurance If You Retire Early Jan 23, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 5 options for health insurance if you retire early.
    NEW! 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

    Let's Connect!

    • Website
    • YouTube
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Tips To Retire Early And Not Run Out of Money Jan 16, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses 3 tips to not run out of money if you retire early.
    NEW! 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

    Let's Connect!

    • Website
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Complete Guide To A Successful Retirement (Client Stories) Jan 09, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement.
    Get your FREE 2023 Tax Guide here!

    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

    Let's Connect!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    8 Key Considerations in 2023 (and what to AVOID) Jan 02, 2023

    In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances.
    Get your FREE 2023 Tax Guide here!

    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 Clearly

    Let's Connect!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    7 Tips To Optimize Your Money Before Year-End (Checklist) Dec 26, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end.
    Get your FREE 2023 Tax Guide here!

    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

    Let's Connect!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Avoid The #1 Retirement Mistake & Create True Financial Freedom Dec 19, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and stories from research/clients on how to maximize your financial life.
    Get your FREE 2023 Tax Guide here!

    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

    Let's Connect!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)! Dec 12, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free.
    Get your FREE 2023 Tax Guide (referenced during the show)

    Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of life with your money.

    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.
    Create Your Custom Strategy To Retire Early

    Let's Connect!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction) Dec 05, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion.
    Questions answered:

    • How can I effectively implement Roth Conversions?
    • What are the biggest benefits of a Donor-Advised Fund?
    • What is the best strategy to save on taxes when I do charitable giving?

    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

    Let's Connect!

    • Website
    • YouTube
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much "Safe" Money Do You Need At All Times? Nov 28, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need.
    Questions answered:

    • How much of an emergency fund do you need?
    • What are the most important things to consider when thinking about retirement planning?
    • What is the best strategy to retire early?

    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

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Build A Customized All-Weather Investment Portfolio Nov 21, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio.
    Questions answered:

    • How can I make sure my investments are allocated for my goals?
    • What are the most important things to consider when building a portfolio?
    • What is the best strategy to retire early?

    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

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Top 5 Retirement Mistakes To Avoid (From My Clients)! Nov 14, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so.
    Retirement mistakes to avoid

    • Retiring at the wrong time
    • Not spending MORE (not a typo)
    • Not having a strategy
    • Supporting adult children
    • Focusing on one risk

    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!

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Everything You Need To Know To Retire Before Age 65 Nov 07, 2022

    In today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about).
    Questions answered:

    • What do I need to know to retire before age 65?
    • What is the optimal portfolio in retirement?
    • How can I think about an early retirement (and what steps to take)?

    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!

    • Website
    • YouTube
    • LinkedIn

    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 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 Oct 31, 2022

    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These) Oct 24, 2022

    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!

    • Website
    • YouTube
    • LinkedIn

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    3 Ways To Create Tax-Free Income (Yes, 0% Taxes) Oct 17, 2022

    How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more!
    Questions answered:

    • How can you best use a Roth IRA to create tax-free income throughout retirement?
    • How can a 401(k) best be withdrawn to minimize taxes?
    • When does it make sense to use a brokerage account to withdraw funds for tax-free 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).
    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!

    • Website
    • YouTube
    • LinkedIn
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    This Is Why You Shouldn't Only Own The S&P 500 Index Oct 10, 2022

    S&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio.
    *Microphone issue! I apologize for the microphone issues as an issue came up during recording.
    Questions answered:

    • How can I use the S&P 500 to supplement my portfolio?
    • How should I be invested if I want to retire early?
    • How should I shift my investment strategy with this information.

    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 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 Oct 03, 2022

    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?

    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Know When To Stop Working Sep 26, 2022

    In today's episode, you will learn how to know when you should stop working.
    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Where To Pull Income From When You Retire Early Sep 19, 2022

    In today's episode, you will learn where to pull income from if you want to retire early.
    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Most Important Parts Of A Successful Financial Plan Sep 12, 2022

    In today's episode, you will learn the 5 most important parts of what builds a successful financial plan (and what to avoid).
    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 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 Sep 05, 2022

    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?

    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!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 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 Aug 29, 2022

    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,

    1. 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.
    2. 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.
    3. 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?

    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.

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Tips To Prepare for Retirement (While You're Working) Aug 22, 2022

    Making a retirement plan is a crucial step in your financial path, regardless of your age.

    No matter if you want to retire in five or thirty years, it's critical to plan your retirement so that you can live a financially secure life.

    You will get through this journey with the aid of preparation, intentional spending, and maintaining your focus on the kind of future you really want.

    So in this episode, we will talk about how you can prepare for retirement while you are still working.

    Enlighten yourself with eye-opening questions like,

    1. What are you planning to do in retirement?
    2. What assets do you have to make your retirement financially secure?
    3. What are your tradeoffs?
    4. What about work alternatives?
    5. What's your ultimate retirement goal?


    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?

    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.

    Let's Connect!

    • Website
    • YouTube
    • LinkedIn
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Why Should You Consider An Early Retirement? A Real-Life Story Aug 15, 2022

    Why retire early?
    It's all about financial freedom. Retirement can feel overwhelming.
    In this episode, we will learn the benefits of early retirement and alternative strategies.
    Not only that, Why did I choose to pursue a career helping people retire early?
    Questions Answered:

    • What are the primary considerations when it comes to retiring early?
    • When does it make the most sense to consider early retirement?
    • Why am I passionate about helping people retire early?


    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?

    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.


    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!

    • Website
    • YouTube
    • Instagram

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement 101 - What Are The Primary Issues To Consider Before I Retire? Aug 08, 2022

    The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)!
    The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist
    Questions Answered

    • What are the primary considerations when it comes to retiring?
    • When does it make most sense to consider retirement?
    • How does tax planning impact your overall strategy?

    NEW: I'm on YouTube!
    Check out the YouTube page here for more content like this.

    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.


    Let's Connect!

    • Website
    • YouTube
    • Instagram

    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

    Have a question you want answe

    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 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 Aug 01, 2022

    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

    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.

    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 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 Jul 25, 2022

    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

    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.

    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement Jul 18, 2022

    Our topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement.
    Questions Answered

    • What activities create the most meaningful retirement?
    • How can you start practicing retirement before being retired?
    • 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

    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.

    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement Jul 11, 2022

    Our topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement.
    Questions Answered

    • What are the primary benefits of Roth IRAs in retirement?
    • When does it make sense to contribute to Roth IRAs?
    • 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

    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.

    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Social Security Benefits - How To Optimize Your Retirement Income Jul 04, 2022

    Our topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits.
    Questions Answered

    • Should you collect Social Security early?
    • When does it make most sense to collect Social Security?
    • How does this impact your overall retirement plan?

    NEW: I'm on YouTube!
    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    A Complete Guide To Surviving Bear Markets Jun 27, 2022

    Our topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets.
    Questions Answered

    • How should you invest in a bear market?
    • What should you consider when it comes to bear markets (and its impact on retirement)?
    • How does this impact your overall retirement plan?

    NEW: I'm on YouTube!
    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Special Announcement - I'm Featured on the Ready for Retirement Podcast! Jun 21, 2022

    I was recently featured on the Ready for Retirement Podcast! Full episode available here on the podcast apps and also here on YouTube.
    Also, 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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

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    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year Jun 20, 2022

    Our topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year.

    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?

    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Personal Finance in Retirement - How To Maximize Your Retirement Finances Jun 13, 2022

    Our topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything you want.

    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?

    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.

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation? Jun 06, 2022

    Our topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation.

    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?

    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.

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    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.

    Retirement Portfolio - Why & How You Should Rebalance Your Portfolio May 30, 2022

    Our topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio.

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    Create Your Custom Early Retirement Strategy Here
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    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 Things I Wish I Knew About Money When I Was Younger May 23, 2022

    Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger.

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    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.

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    Create Your Custom Early Retirement Strategy Here
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    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.

    Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire May 16, 2022

    Our topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire.

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    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.

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    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Income - How To Optimize Your Finances In Retirement May 09, 2022

    Our topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life.

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    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.

    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.

    Let's Connect!

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    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Financial Freedom - How Much Money Do You Need To Be "Money Free"? May 02, 2022

    Our topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free.

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

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    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

    Create Your Custom Early Retirement Strategy Here
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    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.

    Bear Markets in Retirement - A New Way To Think About Market Downturns Apr 25, 2022

    Our topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns.

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
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    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

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Investing - 5 Tips To Know Apr 18, 2022

    Our topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know.

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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?

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Early Retirement - 3 Key Rules To Retire Early Apr 11, 2022

    Our topic on this episode of the Early Retirement podcast is about the three key rules to retire early.

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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?

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Annuities: Should I Buy An Annuity For Guaranteed Income? Apr 04, 2022

    Our topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income.

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Investing Strategy Tip - Should I Just Buy & Hold My Investments? Mar 28, 2022

    Our topic on this episode of the Early Retirement podcast is about buying and holding investments.

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
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    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?

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Goals - How To Prioritize Your Financial Goals Mar 21, 2022

    Our topic on this episode of the Early Retirement podcast is about prioritizing your financial goals.
    Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish?
    FREE Checklist: Prioritize Your Financial Goals

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
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    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher,

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Tax Planning In Retirement - How To Save On Taxes Mar 14, 2022

    Our topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below).
    2021 Tax Return Checklist

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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes Mar 07, 2022

    Our topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime.
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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Tips - 5 Tips To Retire Early Feb 28, 2022

    Our topic on this episode of the early retirement podcast is about 5 tips to retire early.
    Questions Answered: What are the best strategies to retire early? What should I consider if I want to retire early?
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    Interested In Working With Ari?
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    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 learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Investing Tips - A Complete Guide To Investing in Retirement Feb 21, 2022

    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 retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    ENJOY THE SHOW?

    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio? Feb 14, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about cryptocurrency, how to view it, and whether or not it makes sense to have a portion in your portfolio.
    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 retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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?

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How I Invest My Own Money Feb 07, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about how I invest my own money.
    What is the framework I take with my own money? How can you use this framework for your individual situation?
    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 retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can live maximize your return on life (we use money to do this).

    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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?

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Much Cash Do I Need On Hand? Jan 31, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about how much cash you need to have at all times.
    What amount of cash is too much cash? How much cash should I have at all times?
    I'm on YouTube! Check out the page here for more content like this.
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    5 Tips To Become Financially Free Jan 24, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about the 5 steps to become financially free.
    What are the 5 steps to become financially free and how can you apply them to your individual situation?
    I'm on YouTube! Check out the page here for more content like this.
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • YouTube
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Where Should I Save For A Down Payment? Jan 17, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about where you should save for a down payment.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Should I Be In A 100% Stock Portfolio? Jan 10, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should have a portfolio allocation of 100% stocks.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    When Should I Hire A Financial Planner? Jan 03, 2022

    Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Beat Inflation Dec 28, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about how to beat inflation.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    4 Tips For Young Investors Dec 20, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is 4 tips for young investors.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    When Should I Buy A Home? Dec 13, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about when it makes sense to buy a home.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Ultimate Investor Cheat Sheet (Lessons & Stories) Dec 06, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the lessons and stories from history's greatest investors (and how we can apply them to our financial situation).
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    4 Easy Ways To Save On Taxes Nov 29, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the 4 ways you can easily save on taxes.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Why I Love Roth IRAs Nov 22, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs (and why I love them).
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Should I Pay Off My Mortgage or Invest? Nov 15, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about paying off a mortgage v. investing.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    When Do I Need Life Insurance? Nov 08, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about understanding life insurance and when/if you need it.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    10 Things You Shouldn't Focus On (Financially) Nov 01, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about ten things that you shouldn't focus on. There are a lot of things you should focus on, but knowing what you shouldn't focus on will help you prioritize.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Most Important Investment Decision You'll Likely Ever Make Oct 25, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the most important decision you'll likely ever make.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Should I Invest All At Once or Periodically? Oct 18, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about investing all at once (lump-sum) v. dollar-cost averaging (periodically).
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The 3 Levels of Wealth Oct 11, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the three levels of wealth.
    We're on YouTube!
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    If You're Still Worried, You Aren't Wealthy Oct 04, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about understanding how to take control of your finances because if you're still worried, you aren't wealthy (quote from Nick Murray's "Simple Wealth, Inevitable Wealth").
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Is The Stock Market Overvalued? (And Why You Don't Need To Worry) Sep 27, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the stock market and if it is overvalued.
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    NFTs (Non-Fungible Tokens): How They Work & Should You Buy One? Sep 20, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about NFTs (non-fungible tokens).
    Planning Points Discussed

    • Retirement Planning
    • Capital Appreciation
    • Purchasing Power
    • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)


    Interested In Working With Ari?
    Schedule Your Free Consultation Call Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    I Just Received $100k, What Should I Do? Sep 13, 2021

    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 Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Does The Stock Market Work? Sep 06, 2021

    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 Here
    Let's Connect!

    • Website
    • LinkedIn
    • Instagram

    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    What Are Capital Gains? (And How To Keep More Of What You Make) Aug 30, 2021

    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?
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    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.

    Should I Hire A Financial Planner? Aug 23, 2021

    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?
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    Create Your Custom Early Retirement Strategy Here
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    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 View Your Taxes If You’re Self-Employed Aug 16, 2021

    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:

    • Hurdlr
    • IRS Instructions

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    Create Your Custom Early Retirement Strategy Here
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    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 Should I Start Saving For Retirement? Aug 09, 2021

    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?
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Should I Just Invest In The S&P 500 Index? Aug 02, 2021

    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?
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    Create Your Custom Early Retirement Strategy Here
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    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.

    15 Year v. 30 Year Mortgage - Which Should I Do? Jul 26, 2021

    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?
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Should I Invest In Bitcoin? Jul 19, 2021

    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?
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners? Jul 12, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about Solo 401(k)s & SEP IRAs.
    Interested In Working With Ari?
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    Create Your Custom Early Retirement Strategy Here
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    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 Risky Is The Stock Market? Jul 05, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the riskiness of the stock market.
    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?
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    Create Your Custom Early Retirement Strategy Here
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    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 Much Cash Is Too Much Cash? Jun 28, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about if there's such thing as having too much cash. Is there such thing as having too much cash? When should I start to invest?
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Professional Athletes: Here's How To Manage Your Finances Jun 21, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is the about how to manage your finances as a professional athlete. This framework works for all individuals but is tailored to professional athletes.
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Should I Invest In Individual Stocks? Jun 14, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about investing in individual stocks.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Health Savings Account v. Flexible Savings Account Jun 07, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the differences between HSA's (Health Savings Accounts) & FSA's (Flexible Savings Accounts).
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Should I Invest When Saving For A Home? May 31, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about whether or not you should invest when saving for a home.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Employee Benefits (Part 2): Important Questions to ask HR Dept. May 24, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is the second episode of a two-part series about investment questions (and non-financial questions) to ask your HR Dept.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Employee Benefits (Part 1): Investment Questions to ask your HR Dept. May 17, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about investment questions to ask your HR Dept.
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    Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    401(k) v. Roth 401(k): Which Should I Use? May 10, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 401(k)s and Roth 401(k)s.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Earned Income v. Passive Income May 03, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the difference between two types of income: Earned Income v. Passive Income.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Renting vs. Buying: What Should I Do? Apr 26, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the differences between renting and buying. Thank you for submitting your question!
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    10 Common Investment Questions Answered Apr 19, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about when, how, and why we invest. The questions today were submitted by a listener. Thanks for supporting the show and keep submitting your questions!
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Roth IRA Benefits for Graduate Medical Students Apr 12, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs and the power of taking advantage of current tax brackets, especially for individuals who will see their income rise significantly over time.
    Click Here For Your Free Budget Checklist:
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Tax-Loss Harvesting vs. Tax-Gain Harvesting Apr 05, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the difference between tax-gain harvesting & tax-loss harvesting, and how they can be used to help you achieve your financial goals.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Make Your Money Work For You Mar 29, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about how to make your money work for you to achieve your financial goals.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Power Of Saving $20/month Mar 22, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the impact saving $20/month could have to help you reach your financial goals.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Roth IRA vs. Traditional IRA: Which Should I Use? Mar 15, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about understanding the difference between a Roth IRA and Traditional IRA, and how that may impact your financial decisions.
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    Create Your Custom Early Retirement Strategy Here
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    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.

    Good Debt vs. Bad Debt Mar 08, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about the different types of debt, which types of debt can be beneficial and which types can be harmful to your financial goals.
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    Create Your Custom Early Retirement Strategy Here
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    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 Is An Index Fund? Mar 01, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about index funds.
    Questions answered: What is an index fund? Should I be invested in index funds? What's best for my individual situation?
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Stock Options: What Are They And How Do They Work? Feb 22, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about stock options. What are they, how they work, and what to know about stock options.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Tax Basics: What School Didn't Teach You Feb 15, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about taxes and what we wish we learned in school! With everything you need to know, and everything you don't.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Should I Invest In Real Estate? Feb 08, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about investing in real estate and whether and when it makes most sense depending on your financial goals.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How I Invest My Own Money Feb 01, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about how I invest my own money and the types of accounts I invest in, and how it differs based on my financial goals.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Save For A Big Purchase Jan 25, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about how best to save for a big purchase.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How Do I Teach Kids About Money? Jan 18, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about how to begin teaching kids about money. Whether you're a parent, tutor, volunteer, or work with kids in any other capacity, creating a fun way to learn about money creates a great framework for how those children will view money for the rest of their lives.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Rule of 72 Jan 11, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is about The Rule of 72, also known as, compounding.
    I walk through an example of two individuals to illustrate the power of starting early and the importance of making your money work for you.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    How To Start Taking Control Of Your Financial Future Jan 04, 2021

    Our topic on this episode of the Personal Finance Redefined podcast is on how to start taking control of your financial future and three steps to do so.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    The Pros & Cons of Investing Dec 24, 2020

    Our topic on this episode of the Personal Finance Redefined Podcast is on investing. Discussed are a few advantages and disadvantages of investing and and how that my impact your decision on when & how to invest depending on your financial goals.
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    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Introduction to Personal Finance Redefined Dec 17, 2020

    Introduction to Personal Finance Redefined. The Personal Finance Redefined podcast breaks down financial topics that can often seem complex and overwhelming by making it simple and easy to understand so you can begin taking action towards reaching your financial goals.
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    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 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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