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

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



    How To Beat Inflation Dec 28, 2021
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

    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 Chief Growth Officer 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
    Show notes

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



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