TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    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
    • Google Play
    • Spotify
    Latest Episodes:
    The 3 Levels Of An Early Retirement | What Level Are YOU At? Dec 25, 2023
    Show notes

    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
    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
    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.


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

    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
    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    -> 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 Chief Growth Officer 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
    Show notes

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

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

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


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

    -> 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 Chief Growth Officer 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
    Show notes

    *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 Chief Growth Officer 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
    Show notes

    *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 Chief Growth Officer 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
    Show notes

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


    Previous 1 17 18 19 20 21 35 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    Bad With Money With Gabe Dunn

    6

    Bad With Money With Gabe Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights