181 episodes

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).

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance‪)‬ Ari Taublieb, CFP®, MBA

    • Business
    • 4.9 • 441 Ratings

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).

    3 Regrets From My Clients Who Retired Early

    3 Regrets From My Clients Who Retired Early

    Create Your Custom Early Retirement Strategy Here

    Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw honesty that's as refreshing as it is rare. Learn why a fulfilling life might mean more than clocking extra hours for a promotion, and how meaningful connections can outweigh a bulging bank balance. It's a deep dive into the waters of work-life balance and personal happiness, where we explore the delicate interplay between financial security and the richness of relationships and personal satisfaction.

    We also weave through the complexities of workplace contentment, narrated through the lens of an engineer who found wealth in the community, not just his paycheck. No guests this time—just pure, reflective storytelling that's sure to stir your thoughts and maybe even sway your priorities. As we wrap up, you're not just a listener; you're a participant. I invite you to shape our journey forward by sending your burning questions and curiosities for future episodes. It's not just a conversation; it's a collective exploration of what makes life before, during, and after retirement truly worthwhile.
    Create Your Custom Early Retirement Strategy Here

    Ari Taublieb, CFP ®, 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.
    Start Here
    PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

    • 18 min
    3 Classic Early Retirement Mistakes To Avoid

    3 Classic Early Retirement Mistakes To Avoid

    Create Your Custom Early Retirement Strategy Here

    Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventure, this conversation is your roadmap to navigating the less-trodden paths of post-work bliss, ensuring that boredom is just a word in the dictionary and your nest egg remains solid as a rock.

    Join us as we chart a course through the complexities of managing retirement funds with an eye toward market volatility and unforeseen expenses. Hear about "BP bulletproofing" your savings, the ins and outs of Roth conversions, and the wisdom of setting spending guardrails that leave room for the joy of giving back. We're not handing out tired, one-size-fits-all advice; our journey together is tailored to those who yearn for a retirement as unique as their fingerprint. Tune in, submit your piercing questions, and let's craft a retirement strategy that mirrors your lifelong aspirations.
    Create Your Custom Early Retirement Strategy Here

    Ari Taublieb, CFP ®, 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.
    Start Here
    PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

    • 18 min
    5 Situations When It Does NOT Make Sense To Implement Roth Conversions

    5 Situations When It Does NOT Make Sense To Implement Roth Conversions

    Create Your Custom Early Retirement Strategy Here

    Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples like the time I advised a client to steer clear of conversions due to their health and retirement horizon. Think of it as a tailored suit – Roth conversions need to be customized to your financial physique, or they just won't look good on your bank account.

    Feeling jittery about upcoming changes in tax brackets, or confused about when to convert your 401(k) to a Roth IRA? Grab a cup of coffee, and let's talk timing and tactics. We're not just talking theory; we dive into a case study of a forward-thinking couple who used a market downturn to their advantage with a Roth conversion, illustrating that with careful planning and a pinch of courage, you too can navigate the financial market waves and sail smoothly into retirement. Whether you're a seasoned investor or a newcomer to the retirement planning game, this episode is your invitation to become a part of the conversation and make decisions that resonate with your future financial well-being.
    Create Your Custom Early Retirement Strategy Here

    Ari Taublieb, CFP ®, 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.
    Start Here
    PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

    • 18 min
    Do We Have Enough To Retire (And Never Go Back To Work)?

    Do We Have Enough To Retire (And Never Go Back To Work)?

    Create Your Custom Early Retirement Strategy Here

    Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking the myth of a magic retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing how it's not about quitting work entirely, but about having the freedom to choose how and when you work. Join us as we navigate through personal stories and financial examples that bring to light the true indicators of retirement readiness.

    Diving into the heart of financial planning, we meet Ari, who's wrestled with retirement decisions and wondered if they're on the right track. I'll walk you through Ari's journey, highlighting how personal values can significantly shape financial decision-making. We're also tackling the common mistake of equating retirement expenses with your current salary, and why it's essential to have a realistic budget reflecting your actual living costs. If you've toyed with the dream of retiring to a sun-soaked village in Portugal or Spain, we even touch on the financial implications of relocating. Don't miss this chapter where we also share a handy tool—a cash flow spreadsheet linked in the description—to help keep your spending habits transparent.

    Wrapping up, we shift gears to focus on the brass tacks of a solid investment strategy that will carry you through retirement without hiccups. I guide you through evaluating your savings, understanding the impact of taxes, and how to balance equities with fixed income to ensure a comfortable and sustainable lifestyle. Plus, we discuss why having pensions might actually allow you to take a bolder approach to investing. Remember, this is about more than just numbers—it's about crafting a retirement that fits your life. So, whether you're planning early retirement or simply curious about the financial future, tune in and let's explore what it takes to retire on your terms.
    Create Your Custom Early Retirement Strategy Here

    Ari Taublieb, CFP ®, 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.
    Start Here
    PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

    • 21 min
    The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65

    The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65

    Create Your Custom Early Retirement Strategy Here

    Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the safest bet. Together, we navigate beyond the oversimplified 4% rule, emphasizing the need for a personalized strategy that adapts to market shifts and personal spending. Tailoring your retirement to your unique timeline and expenses is not just smart—it’s essential.

    Strap in for a candid exploration of the pitfalls of static withdrawal plans and how a diverse investment portfolio can be your golden ticket to an optimized retirement. I reveal the significance of dynamic strategies that respond to the ebb and flow of markets and life changes. Plus, we'll address the risks of a one-size-fits-all investment approach and how avoiding it can lead to more favorable tax outcomes and a retirement that's as varied and full of life as you are.

    As we wrap up, I extend an invitation to you, the listeners, to become an active part of our community by submitting your burning questions and stories. Each piece of advice here is a stepping stone to customize your retirement blueprint, but remember, the nuances of your journey require the finesse of a professional’s touch. So, tune in, take notes, and get ready to craft a retirement as unique as you are.
    Create Your Custom Early Retirement Strategy Here

    Ari Taublieb, CFP ®, 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.
    Start Here
    PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

    • 15 min
    This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

    This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

    Create Your Custom Early Retirement Strategy Here

    Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of their nest egg, juxtaposed against the one who saw staying out of the market as a missed opportunity to dance with potential growth. As I steer away from the cookie-cutter advice, you'll discover the 'cheat code' to manage your spending in retirement, ensuring that you can live comfortably without the fear of running out of money.

    Tune in to hear how emotional factors intersect with cold, hard numbers in the world of finance. I'll recount my own parents' journey with financial advisors, shedding light on the perils of inadequate planning and the merits of maximizing financial efficiency. We'll unravel the complex emotions behind pivotal decisions, like paying off your mortgage versus investing for the future, aiming to equip you with the wisdom to make choices that resonate with both your bank account and your peace of mind. For those eager to sculpt their path to early retirement, this episode isn't just a conversation—it's a compass.


    Create Your Custom Early Retirement Strategy Here

    Ari Taublieb, CFP ®, 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.
    Start Here
    PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

    • 16 min

Customer Reviews

4.9 out of 5
441 Ratings

441 Ratings

cKralich ,

Fantastic

It’s the only podcast I have ever shared with someone else. Well done.

Chosen365! ,

Great podcast!!!

This podcast inspired me to become a financial adviser and I hope I get to work with you one day. Absolutely love finance and your podcast. Top advice.

fearmycheesecake ,

Amazing Advice

I really enjoy doing financial planning but didn't have a good source for guidance. Ari is a one-stop-shop for everything that you need to know! I feel much better and on track for retirement given his tactics, strategies and wealth of knowledge.

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