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, 2022•15 min•Ep. 65
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, 2022•16 min•Ep. 64
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, 2022•14 min•Ep. 63
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, 2022•9 min•Ep. 62
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, 2022•9 min•Ep. 61
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, 2022•12 min•Ep. 60
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, 2022•8 min•Ep. 59
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, 2022•8 min•Ep. 58
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, 2022•8 min•Ep. 57
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, 2022•8 min•Ep. 56
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, 2022•11 min•Ep. 55
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, 2021•9 min•Ep. 54
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, 2021•8 min•Ep. 53
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, 2021•11 min•Ep. 52
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, 2021•11 min•Ep. 51
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, 2021•12 min•Ep. 50
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, 2021•13 min•Ep. 49
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, 2021•13 min•Ep. 48
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, 2021•10 min•Ep. 47
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, 2021•13 min•Ep. 46
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, 2021•12 min•Ep. 45
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, 2021•10 min•Ep. 44
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, 2021•10 min•Ep. 43
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, 2021•10 min•Ep. 42
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, 2021•11 min•Ep. 41
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, 2021•12 min•Ep. 40
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, 2021•8 min•Ep. 39
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, 2021•13 min•Ep. 38
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, 2021•8 min•Ep. 37
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, 2021•15 min•Ep. 36