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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).

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

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    Latest Episodes:
    5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have) Nov 18, 2024
    Show notes

    Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential to inflexible terms, and explore the impact of surrendering an annuity on your tax situation. Whether you're contemplating an annuity or already own one, this episode equips you with the knowledge to make smarter financial decisions.
    Balancing financial logic with personal comfort, we dive into real-life examples that challenge conventional wisdom. Imagine recommending 100% equities to an 83-year-old client because of their diverse income sources and financial security. We’ll discuss why sometimes peace of mind can outweigh potential returns and debate the merits of paying off a mortgage versus investing. Learn when it makes sense to hire a financial advisor and how to align your financial strategies with your unique circumstances and goals. Tune in for insights tailored for both novice and seasoned financial planners looking for a personalized approach to managing wealth.

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

    Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


    How To Discuss Inheritance With Your Parents (with James) Nov 14, 2024
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


    Special Announcement - NEW SHOW! Nov 06, 2024
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


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