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

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

Ari Taublieb, CFP®, MBAearlyretirementpodcast.com

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).

Episodes

How To View Your Taxes If You’re Self-Employed

Our topic on this episode of the Personal Finance Redefined podcast is about taxes for self-employed individuals (or couples). Questions discussed: How should I view my taxes if I'm self-employed? What are the pros and cons? What should I invest in for my financial goals? References: Hurdlr IRS Instructions Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple P...

Aug 16, 202110 minEp. 35

When Should I Start Saving For Retirement?

Our topic on this episode of the Personal Finance Redefined podcast is about saving for retirement. Questions discussed: How risky is the stock market? When should I start saving for retirement? What should I invest in for my financial goals? Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Reti...

Aug 09, 20219 minEp. 34

Should I Just Invest In The S&P 500 Index?

Our topic on this episode of the Personal Finance Redefined podcast is about investing in the S&P 500 index. Questions discussed: How risky is the stock market? When should I invest? What should I invest in for my financial goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered...

Aug 02, 202110 minEp. 33

15 Year v. 30 Year Mortgage - Which Should I Do?

Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 15 year and 30 year mortgages. Questions discussed: What is the best mortgage for my goals? What are the benefits of each? What are the cons of each? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question y...

Jul 26, 202111 minEp. 32

Should I Invest In Bitcoin?

Our topic on this episode of the Personal Finance Redefined podcast is about investing in Cryptocurrencies, specifically Bitcoin. Questions discussed: How risky are cryptocurrencies? Should I Invest in Bitcoin? What is the best strategy for my goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question y...

Jul 19, 20216 minEp. 31

Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners?

Our topic on this episode of the Personal Finance Redefined podcast is about Solo 401(k)s & SEP IRAs. Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for ...

Jul 12, 20218 minEp. 30

How Risky Is The Stock Market?

Our topic on this episode of the Personal Finance Redefined podcast is about the riskiness of the stock market. Questions discussed: How risky is the stock market? When should I invest? What should I invest in for my financial goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered ...

Jul 05, 20217 minEp. 29

How Much Cash Is Too Much Cash?

Our topic on this episode of the Personal Finance Redefined podcast is about if there's such thing as having too much cash. Is there such thing as having too much cash? When should I start to invest? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit i...

Jun 28, 20216 minEp. 28

Professional Athletes: Here's How To Manage Your Finances

Our topic on this episode of the Personal Finance Redefined podcast is the about how to manage your finances as a professional athlete. This framework works for all individuals but is tailored to professional athletes. Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future epi...

Jun 21, 20217 minEp. 27

Should I Invest In Individual Stocks?

Our topic on this episode of the Personal Finance Redefined podcast is about investing in individual stocks. Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use f...

Jun 14, 20219 minEp. 26

Health Savings Account v. Flexible Savings Account

Our topic on this episode of the Personal Finance Redefined podcast is about the differences between HSA's (Health Savings Accounts) & FSA's (Flexible Savings Accounts). Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use ...

Jun 07, 20217 minEp. 25

Should I Invest When Saving For A Home?

Our topic on this episode of the Personal Finance Redefined podcast is about whether or not you should invest when saving for a home. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Acade...

May 31, 202110 minEp. 24

Employee Benefits (Part 2): Important Questions to ask HR Dept.

Our topic on this episode of the Personal Finance Redefined podcast is the second episode of a two-part series about investment questions (and non-financial questions) to ask your HR Dept. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I...

May 24, 20215 minEp. 23

Employee Benefits (Part 1): Investment Questions to ask your HR Dept.

Our topic on this episode of the Personal Finance Redefined podcast is about investment questions to ask your HR Dept. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here 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 Tau...

May 17, 20216 minEp. 22

401(k) v. Roth 401(k): Which Should I Use?

Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 401(k)s and Roth 401(k)s. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here 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...

May 10, 20216 minEp. 21

Earned Income v. Passive Income

Our topic on this episode of the Personal Finance Redefined podcast is about the difference between two types of income: Earned Income v. Passive Income. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Ea...

May 03, 20217 minEp. 19

Renting vs. Buying: What Should I Do?

Our topic on this episode of the Personal Finance Redefined podcast is about the differences between renting and buying. Thank you for submitting your question! Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join...

Apr 26, 20218 minEp. 20

10 Common Investment Questions Answered

Our topic on this episode of the Personal Finance Redefined podcast is about when, how, and why we invest. The questions today were submitted by a listener. Thanks for supporting the show and keep submitting your questions! Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Her...

Apr 19, 202116 minEp. 18

Roth IRA Benefits for Graduate Medical Students

Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs and the power of taking advantage of current tax brackets, especially for individuals who will see their income rise significantly over time. Click Here For Your Free Budget Checklist: AAMC Budget Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Sub...

Apr 12, 20216 minEp. 17

Tax-Loss Harvesting vs. Tax-Gain Harvesting

Our topic on this episode of the Personal Finance Redefined podcast is about the difference between tax-gain harvesting & tax-loss harvesting, and how they can be used to help you achieve your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get acce...

Apr 05, 20218 minEp. 16

How To Make Your Money Work For You

Our topic on this episode of the Personal Finance Redefined podcast is about how to make your money work for you to achieve your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Reti...

Mar 29, 20219 minEp. 15

The Power Of Saving $20/month

Our topic on this episode of the Personal Finance Redefined podcast is about the impact saving $20/month could have to help you reach your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the ...

Mar 22, 20218 minEp. 14

Roth IRA vs. Traditional IRA: Which Should I Use?

Our topic on this episode of the Personal Finance Redefined podcast is about understanding the difference between a Roth IRA and Traditional IRA, and how that may impact your financial decisions. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same sof...

Mar 15, 202111 minEp. 13

Good Debt vs. Bad Debt

Our topic on this episode of the Personal Finance Redefined podcast is about the different types of debt, which types of debt can be beneficial and which types can be harmful to your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same...

Mar 08, 202110 minEp. 12

What Is An Index Fund?

Our topic on this episode of the Personal Finance Redefined podcast is about index funds. Questions answered: What is an index fund? Should I be invested in index funds? What's best for my individual situation? Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get ac...

Mar 01, 202111 minEp. 11

Stock Options: What Are They And How Do They Work?

Our topic on this episode of the Personal Finance Redefined podcast is about stock options. What are they, how they work, and what to know about stock options. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join ...

Feb 22, 202110 minEp. 10

Tax Basics: What School Didn't Teach You

Our topic on this episode of the Personal Finance Redefined podcast is about taxes and what we wish we learned in school! With everything you need to know, and everything you don't. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I u...

Feb 15, 202110 minEp. 9

Should I Invest In Real Estate?

Our topic on this episode of the Personal Finance Redefined podcast is about investing in real estate and whether and when it makes most sense depending on your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my...

Feb 08, 20217 minEp. 8

How I Invest My Own Money

Our topic on this episode of the Personal Finance Redefined podcast is about how I invest my own money and the types of accounts I invest in, and how it differs based on my financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get access to the same software ...

Feb 01, 202111 minEp. 7

How To Save For A Big Purchase

Our topic on this episode of the Personal Finance Redefined podcast is about how best to save for a big purchase. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here 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...

Jan 25, 20218 minEp. 6