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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)

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    5 Tips From My Wealthiest Clients On How They Retired Early Feb 20, 2023
    Show notes

    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
    • 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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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
    • 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 Chief Growth Officer 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
    Show notes

    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
    • 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 Chief Growth Officer 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
    Show notes

    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
    • 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 Chief Growth Officer 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
    Show notes

    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
    • 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 Chief Growth Officer 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
    Show notes

    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!

    • 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 Chief Growth Officer 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
    Show notes

    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!

    • 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 Chief Growth Officer 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
    Show notes

    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!

    • 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 Chief Growth Officer 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
    Show notes

    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!

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



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