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

Tax Planning In Retirement - How To Save On Taxes

Our topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below). 2021 Tax Return Checklist NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth p...

Mar 14, 202215 minEp. 65

Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes

Our topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with...

Mar 07, 202216 minEp. 64

Retirement Tips - 5 Tips To Retire Early

Our topic on this episode of the early retirement podcast is about 5 tips to retire early. Questions Answered: What are the best strategies to retire early? What should I consider if I want to retire early? NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth plann...

Feb 28, 202214 minEp. 63

Investing Tips - A Complete Guide To Investing in Retirement

Our topic on this episode of the Personal Finance Redefined podcast is about FAQs that I receive about investing. Questions Answered: What are the best investments for long-term growth? What investments make most sense based on my individual situation? What are the various types of investments out there? I'm on YouTube ! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure...

Feb 21, 20229 minEp. 62

Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio?

Our topic on this episode of the Personal Finance Redefined podcast is about cryptocurrency, how to view it, and whether or not it makes sense to have a portion in your portfolio. I'm on YouTube ! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it ...

Feb 14, 20229 minEp. 61

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. What is the framework I take with my own money? How can you use this framework for your individual situation? I'm on YouTube ! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning pr...

Feb 07, 202212 minEp. 60

How Much Cash Do I Need On Hand?

Our topic on this episode of the Personal Finance Redefined podcast is about how much cash you need to have at all times. What amount of cash is too much cash? How much cash should I have at all times? I'm on YouTube ! Check out the page here for more content like this. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let&apo...

Jan 31, 20228 minEp. 59

5 Tips To Become Financially Free

Our topic on this episode of the Personal Finance Redefined podcast is about the 5 steps to become financially free. What are the 5 steps to become financially free and how can you apply them to your individual situation? I'm on YouTube ! Check out the page here for more content like this. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultati...

Jan 24, 20228 minEp. 58

Where Should I Save For A Down Payment?

Our topic on this episode of the Personal Finance Redefined podcast is about where you should save for a down payment. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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...

Jan 17, 20228 minEp. 57

Should I Be In A 100% Stock Portfolio?

Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should have a portfolio allocation of 100% stocks. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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...

Jan 10, 20228 minEp. 56

When Should I Hire A Financial Planner?

Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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...

Jan 03, 202211 minEp. 55

How To Beat Inflation

Our topic on this episode of the Personal Finance Redefined podcast is about how to beat inflation. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 H...

Dec 28, 20219 minEp. 54

4 Tips For Young Investors

Our topic on this episode of the Personal Finance Redefined podcast is 4 tips for young investors. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 Ha...

Dec 20, 20218 minEp. 53

When Should I Buy A Home?

Our topic on this episode of the Personal Finance Redefined podcast is about when it makes sense to buy a home. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 G...

Dec 13, 202111 minEp. 52

The Ultimate Investor Cheat Sheet (Lessons & Stories)

Our topic on this episode of the Personal Finance Redefined podcast is about the lessons and stories from history's greatest investors (and how we can apply them to our financial situation). We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? ...

Dec 06, 202111 minEp. 51

4 Easy Ways To Save On Taxes

Our topic on this episode of the Personal Finance Redefined podcast is about the 4 ways you can easily save on taxes. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 ...

Nov 29, 202112 minEp. 50

Why I Love Roth IRAs

Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs (and why I love them). We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 Goo...

Nov 22, 202113 minEp. 49

Should I Pay Off My Mortgage or Invest?

Our topic on this episode of the Personal Finance Redefined podcast is about paying off a mortgage v. investing. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 ...

Nov 15, 202113 minEp. 48

When Do I Need Life Insurance?

Our topic on this episode of the Personal Finance Redefined podcast is about understanding life insurance and when/if you need it. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 , Stitch...

Nov 08, 202110 minEp. 47

10 Things You Shouldn't Focus On (Financially)

Our topic on this episode of the Personal Finance Redefined podcast is about ten things that you shouldn't focus on. There are a lot of things you should focus on, but knowing what you shouldn't focus on will help you prioritize. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect!...

Nov 01, 202113 minEp. 46

The Most Important Investment Decision You'll Likely Ever Make

Our topic on this episode of the Personal Finance Redefined podcast is about the most important decision you'll likely ever make. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 , St...

Oct 25, 202112 minEp. 45

Should I Invest All At Once or Periodically?

Our topic on this episode of the Personal Finance Redefined podcast is about investing all at once (lump-sum) v. dollar-cost averaging (periodically). We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 App...

Oct 18, 202110 minEp. 44

The 3 Levels of Wealth

Our topic on this episode of the Personal Finance Redefined podcast is about the three levels of wealth. We're o n YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 ...

Oct 11, 202110 minEp. 43

If You're Still Worried, You Aren't Wealthy

Our topic on this episode of the Personal Finance Redefined podcast is about understanding how to take control of your finances because if you're still worried, you aren't wealthy (quote from Nick Murray's "Simple Wealth, Inevitable Wealth"). Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Conn...

Oct 04, 202110 minEp. 42

Is The Stock Market Overvalued? (And Why You Don't Need To Worry)

Our topic on this episode of the Personal Finance Redefined podcast is about the stock market and if it is overvalued. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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...

Sep 27, 202111 minEp. 41

NFTs (Non-Fungible Tokens): How They Work & Should You Buy One?

Our topic on this episode of the Personal Finance Redefined podcast is about NFTs (non-fungible tokens). Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) 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 ...

Sep 20, 202112 minEp. 40

I Just Received $100k, What Should I Do?

Our topic on this episode of the Personal Finance Redefined podcast is about what to do when you come into a windfall (large sum of money). Questions discussed: How should I view this lump-sum? What are the pros and cons of each strategy? 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 , Spotif...

Sep 13, 20218 minEp. 39

How Does The Stock Market Work?

Our topic on this episode of the Personal Finance Redefined podcast is the stock market! Questions discussed: How does the stock market even work? How can I make sure I don't lose all of my money when I invest? What should I invest in for my financial goals? Are you ready to start taking control of your financial future? 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, subscri...

Sep 06, 202113 minEp. 38

What Are Capital Gains? (And How To Keep More Of What You Make)

Our topic on this episode of the Personal Finance Redefined podcast is about capital gains and specifically the difference between capital gains and ordinary income. Questions discussed: How should I view my tax situation in regards to capital gains I owe? How can I limit my tax bill? What should I invest in for my financial goals? Are you ready to start taking control of your financial future? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHO...

Aug 30, 20218 minEp. 37

Should I Hire A Financial Planner?

Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should hire a financial planner. Questions discussed: When should I hire a financial planner? What are the pros and cons? Does everyone need one? 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 , S...

Aug 23, 202115 minEp. 36