7 Tips To Optimize Your Money Before Year-End (Checklist) - podcast episode cover

7 Tips To Optimize Your Money Before Year-End (Checklist)

Dec 26, 202211 minEp. 105
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Episode description

In today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end.

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Ari Taublieb, 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 (non-traditional retirement).

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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.

7 Tips To Optimize Your Money Before Year-End (Checklist) | Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) podcast - Listen or read transcript on Metacast