Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA
  • 4.7 (558)
  • INVESTING
  • UPDATED WEEKLY

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).

  1. 3H AGO

    “Stop Worrying About Healthcare Pre-65” | Retirement Reality

    Melody describes her retirement with one word: peaceful. Not the kind she chased while working, the kind that finally arrived when she stopped. After 30 years in a high-pressure tech career, Melody retired at 55 with a clear trade-off in mind: less money, more time. She didn’t walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasn’t, day after day.  In this episode of Retirement Reality, Melody shares how she intentionally built a life that feels calm instead of compressed. She talks about choosing time over income, using spending guardrails instead of rigid rules, and why paying off her mortgage mattered more to her peace of mind than chasing higher returns. She also explains how that decision unlocked affordable healthcare before 65 — something many people assume is impossible. But Melody’s story runs deeper than early retirement math. She opens up about surviving financial abuse, rebuilding her life from zero in her late 30s, and how budgeting, self-education, and emotional healing worked together to create stability. Today, retirement looks like volunteering at a cat rescue, gardening, exploring art and history, and creating handmade objects simply to give them away. Melody’s journey is a reminder that retirement isn’t about perfection or privilege. It’s about alignment between your money, your values, and the life you want to live next. As you listen, consider this: If you could trade some income for more peace, would you? Interested in a custom strategy to retire early?  → https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy - Melody is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educ 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.

    37 min

  2. FEB 9

    New Retiree Shares How He Retired At 58 | Retirement Reality

    Martin loved his job, but was ready for a new chapter. Martin shares how he retired at 58 to pursue his health and how he has been preparing for retirement for the last 30 years. Martin's wife still works, but he's not having an issue finding things to do in retirement. Hope you enjoy the insights shared! Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ Interested in a custom strategy to retire early?  → https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy -- Martin is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial. 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.

    58 min

  3. FEB 2

    Single Retiree Shares Surprising Truth About Retiring Earlier Than His Peers | Retirement Reality

    David’s story feels familiar to a lot of people in their late fifties and early sixties. After a long career in asset management, a role change and pandemic burnout became the nudge he didn’t know he needed. At sixty, he finally decided to stop working not because he had to, but because he could. He describes retirement in one word: possibility. Time with friends, hikes during the week, early dinners without rushing, and yes, plenty of pickleball. The new rhythm isn’t about adding more activities. It’s about having choice. He’s still curious, still learning, still pushing himself with new skills and fresh goals, just without the pressure to perform. David also talks about what made the decision easy and what made it hard. Leaving a good job wasn’t simple. Letting go of structure took practice. But he found freedom in quiet mornings, long walks, and realizing he didn’t need a title to feel fulfilled. The conversation turns to money, too. The reality of how decades of steady saving built flexibility, how modest spending supports a rich life, and how “enough” means something different now. He’s planning thoughtfully for Social Security, Roth conversions, and even legacy for his daughters, while still reminding himself to enjoy the present. If you’re in your fifties or sixties wondering what’s next, this episode is for you. You’ll hear how stepping away from work can open new space to live, learn, and move at your own pace. Sometimes the next chapter isn’t about doing more. It’s about finally breathing. Interested in a custom strategy to retire early?  → https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ -- 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.

    55 min

  4. JAN 26

    "I Started Investing In My 30s And Retired At 53" | Early Retiree Shares All | Retirement Reality

    Slava shares how he retired early and his whole journey to get there. Enjoy. Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ ––––––––––––––––––––––––––––– The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be considered a recommendation or testimonial regarding advisory services. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial. 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.

    52 min

  5. JAN 19

    Why Retirees Are Flocking To This One Special Community | Retirement Reality

    After years of research searching for the perfect retirement community, Judy found Woodside.  She visited the Villages, Del Webb, and so many others that she found didn’t fit what she was looking for - other active retirees of similar age.  Now she’s IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality.  This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found him through my channel, he’ll make sure to treat you well! I’m flying from Los Angeles to Aiken, South Carolina to visit the Woodside community next month myself to do a full review of the community (similar to a restaurant review, but for retirement communities)! Is there a retirement community you’re excited to go to? If so, let me know in the comments and I’ll add them to my list of communities to review! For Judy, early retirement comes down to one word: choices. At 57, two years into life after work, she wakes up with the freedom to choose slow mornings, long walks, golf leagues, pickleball lessons, and spontaneous trips. Her plan was always early retirement at 55, and she never lost sight of it... even when fear, routine, and the temptation of “one more year” crept in. She shares how she built her “superhero account,” prepared for healthcare, learned to balance enjoying today with planning for tomorrow, and embraced the courage to leave a career she liked for a life she loves. Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ  ––––––––––––––––––––––––––––– Judy is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. Her statements reflect her own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offere 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.

    52 min

  6. JAN 12

    Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY | Retirement Reality

    Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early! Hope you enjoy the insights shared! Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ Interested in a custom strategy to retire early?  → https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy ––––––––––––––––––––––––––––– Suzi is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial. 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.

    45 min

  7. JAN 5

    When Is The Ideal Time To Hire An Advisor?

    Hiring a financial advisor isn’t about credentials alone, it’s about timing. And for many people, getting that timing wrong can cost years of freedom. Ari explores when it doesn’t make sense to hire a financial advisor, when it absolutely does, and why the decision often has less to do with intelligence or interest in finances and more to do with stress, life stage, and opportunity cost. Drawing from personal experience, real client conversations, and a story from his own life, Ari explains why pushing back, asking questions, and trusting your instincts matter just as much as spreadsheets and projections.  The discussion reframes financial advice away from credentials and rules of thumb and toward partnership, value, and peace of mind. Some people genuinely enjoy managing their own finances and are well-equipped to do so — until complexity, time constraints, or major transitions enter the picture. Others reach a point where the cost of doing everything themselves quietly becomes higher than the cost of professional help.  Rather than offering a one-size-fits-all answer, Ari breaks down the signals that matter most: losing sleep, worrying about missed opportunities, navigating retirement timing, tax strategy, healthcare decisions, or coordinating finances with a spouse. The goal isn’t to convince anyone to hire an advisor — it’s to help people make the decision intentionally, with clarity and confidence.  This conversation is for anyone who has ever wondered whether they’re doing just fine on their own, or whether having the right partner could help them work less, worry less, and live more. - Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial. 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.

    16 min

  8. 12/29/2025

    This Is When I Recommend You STOP Saving For Retirement

    Most people think the safest path to retirement is to keep saving more, no matter how close they are to the finish line. But what if there comes a point where saving actually matters less, and investing well, living well, and spending with intention matter more? In this end-of-year episode, Ari shares why many near-retirees may need to rethink their instinct to “just keep saving.” He breaks down the surprising point where portfolio growth outweighs new contributions, why being “qualified-rich and cash-poor” can limit your freedom, and how over-saving can quietly eat into the healthiest, most meaningful years of your life. Through honest stories, real math, and a clear look at how 401(k)s, Roth IRAs, and brokerage accounts support early retirement, this episode challenges the belief that more saving is always better. If you’re wondering when to stop maxing every account, when to shift dollars into a taxable “superhero” account, or how to balance retirement planning with actually enjoying your life right now, this conversation offers a different way forward — one rooted in confidence, not guilt. - Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial. 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.

    13 min
See All (312)

Hosts & Guests

4.7
out of 5
558 Ratings

About

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).

Information

You Might Also Like