191 episodes
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) Ari Taublieb, CFP®, MBA
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- Business
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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How To Manage Cash Flow Before & Throughout Retirement
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 you...
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A Real-Life Story Of Investing Too Well For Retirement
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 t...
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Here’s How To Determine If You Should Keep Or Break Up With Your Advisor
Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereIs 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...
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How To Create An Anti-Cookie Cutter Investment Portfolio
Create Your Custom Early Retirement Strategy HereGet 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 simi...
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How Much Should I Be Saving To Retire Early?
Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereReady 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 aimi...
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A Complete Guide To Inheriting Money (Tax Planning)
Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereFlowchart 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 ...
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