195 episodes
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) Ari Taublieb, CFP®, MBA
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- Business
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4.8 • 434 Ratings
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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 Do We Build Multi-Generational Wealth? [Estate Planning]
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early ...
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3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement
There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know).The truth is those don't rules apply to you if you want to optimize an early retirement.You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc.I walk you through what you do and don't need to worry about when it comes to your early retirement.Create Your Custom Early Retirement Strategy HereGet access to the...
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My Story | Why Do I Do This?
I didn't like financial advisors growing up - so why did I become one?Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clien...
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Where Should I Withdraw Money From First In Retirement?
Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner spec...
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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...
Customer Reviews
Greatly informative and educational
I enjoy Ari’s approach to the topics he covers and, as someone in his mid 50s, I think this is one of the best timely and informative sources for those of us focused on an early retirement
A must listen!
Anyone who is considering early retirement it’s a must listen. Ari creates great content for his audience and truly cares about helping people achieve their dream of an early retirement
Very repetitive and less substantive
I used to enjoy these episodes a lot. However, is getting very repetitive. Additionally, Ari has a habit of saying very little with a lot of words. It isn't as enjoyable as it used to be. Ari, could you consider a podcast coach who can help tighten up your podcast content and presentation style?
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