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

Ari Taublieb, CFP®, MBA
  • 4.7 (574)
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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).

  1. 2D AGO

    The Psychological Factor In Retiring Early | Retirement Reality

    Mark and Natalie did everything “right.” Twenty years of work, saving, and putting off trips for “someday.” When they finally hit financial independence, they still couldn’t book the flights. Not because of math—because of the feeling that spending meant slipping backwards. In this episode of Retirement Reality, Ari sits at their kitchen table and listens. What starts as a budgeting conversation turns into something bigger: how to move from protecting every dollar to actually using money for the life they pictured. You’ll hear the questions that unlocked their plan, the tradeoffs they chose on purpose, and the moment “maybe next year” turned into a date on the calendar. If you’ve worked hard, saved well, and still hesitate to say yes to the trip, this story is for you. -- Mark and Natalie are 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. 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.

    41 min

  2. APR 27

    Single Mom Reveals How She Retired At 54 | Retirement Reality

    Jennifer shares how she retired early at 54 and her struggles with purpose. Jennifer shares what it was like being a single mom, twice divorced, and after finding joy with real estate, Jenifer is now seeking to find a new life filled with the older generation, specifically around healthcare. -- Jennifer 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. 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.

    44 min

  3. APR 20

    Retiring at 58 Wasn’t the Plan, Here’s Why He Did It Anyway (& You Should Too) | Retirement Reality

    Sometimes retirement isn’t sparked by a countdown to a date, it’s triggered by a moment that makes you rethink everything. For Shawn, that moment came with a serious health scare. After being misdiagnosed with a degenerative nerve condition, he was forced to confront a hard question: If time isn’t guaranteed, why keep postponing the life you want to live?  In this episode of Retirement Reality, Shawn shares how that experience pushed him to take control of both his health and his finances, and ultimately retire just before his 58th birthday. He talks about the fear, the clarity that followed, and the gratitude that now defines his days. Today, retirement looks like scuba diving with his daughter and friends, a 68-day road trip through 19 national parks, building a backyard pickleball court, volunteering, sleeping in when his body needs it, and designing each day without obligation. Financially, he explains how flexibility (not perfection) gave him the confidence to step away, and why having the right mix of accounts made early retirement possible. Shawn’s story is a reminder that retirement isn’t about escaping work, it’s about creating space to live fully while your health and energy are still there. -- Shawn 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.

    42 min

  4. APR 13

    Ex-Physician Reveals Why He Still Can’t Fly First Class | Retirement Reality

    Mark didn’t retire because he hit a magic number. He retired because the pace no longer made sense. After decades in family medicine and leadership roles at healthcare startups, retirement wasn’t something he spent years visualizing. There were no examples to follow. No clear finish line. Work simply continued, until life introduced moments that quietly reshaped how he thought about time, health, and what “enough” really means.  In this conversation, Mark reflects on stepping away at 64 and why he chose not to replace work with a rigid schedule or a new identity. Instead, retirement has been about removing urgency: mornings built around movement, caring for his dogs, reading, travel that feels intentional, and giving himself permission to let things unfold rather than forcing purpose. He talks candidly about caring for his mother, how that experience changed his outlook, why he didn’t struggle with losing his professional identity, and how financial flexibility (particularly having assets outside traditional retirement accounts) made the transition feel possible rather than risky. Mark’s story challenges the idea that retirement needs to be busy, optimized, or fully defined. Sometimes the biggest shift is simply slowing down enough to notice what actually fits. -- Mark 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.

    1h 6m

  5. APR 6

    Single Retiree (57) Breaks Down Exactly Why You Should Retire Today | Retirement Reality

    At 57, with his kids launched and the numbers finally working, Doug finds himself asking a different question than most people expect: If I could go now… why wouldn’t I?  In this episode of Retirement Reality, Doug shares what it’s like standing right on the edge of retirement. He talks openly about the freedom he’s craving, the hesitation created by healthcare uncertainty, and the quiet realization that he’s already built a life he doesn’t need to escape from, just more time to enjoy. From buying an Airstream and testing longer trips off the grid, to dialing in a realistic lifestyle, Doug walks through how he’s preparing emotionally and financially for the transition. He also opens up about watching friends work longer than they need to, and why clarity (not a magic number) is what finally gives permission to step away. This conversation is for anyone who feels “almost ready,” but wants to make sure they’re not missing something before making the leap. As you listen, consider this: If your time were truly yours, what would you stop postponing? -- Doug 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.

    37 min

  6. MAR 30

    Early Retiree Reveals The Truth About Finding Purpose In Retirement | Retirement Reality

    Sue reveals her transition into an early retirement after a significant career. Sue shares how she finds fulfillment and purpose and shares powerful stories! -- Sue 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.

    38 min

  7. MAR 25

    Special Episode: NEW Free Resource For Loyal Listeners!

    As retirement gets closer, the question is not just will the money last. It is whether you missed something. In this short episode, Ari focuses on the uncertainty that keeps people working longer than they need to. Healthcare, taxes, income strategy, and the constant pull of one more year just to be safe. The goal is not to have every detail perfect. It is to have enough clarity to move forward without second guessing the decision. Ari also shares free resources to help you think through the key pieces of your plan so you can spend less time worrying and more time actually enjoying what you’ve built. Retirement is not about certainty. It is about confidence. FREE GUIDES BELOW: Healthcare FREE guide Roth Conversions FREE guide Withdrawal FREE guideRetire FREE guide 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

  8. MAR 23

    Ex-Software Engineer Reveals Dark Truth Behind “Never Turning Off” | Retirement Reality

    After decades in IT production support, Darren didn’t just retire — he escaped. At 54, the constant pings, midnight pages, and responsibility without authority finally ended, and what showed up in their place was one word he never expected: relief. In this episode of Retirement Reality, Darren shares how early retirement reshaped everything from his stress levels to his daily rhythm. He talks about the first months of decompression, learning to live without a schedule, how $6,000 a month comfortably covers their lifestyle, and why healthcare planning through the ACA was worth the effort. He also opens up about identity, hobbies, renovating the home they almost sold, and discovering he’s officially “unemployable” in the best way. If you’re dreaming of getting out of a high-stress job, especially in IT, this episode shows how retirement can feel less like stopping work and more like finally breathing. If it helps you picture your own next chapter, consider subscribing so you don’t miss the next story. -- Darren 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. 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.

    49 min
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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).

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