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

What No One Tells You About Creating Financial Freedom

In today's episode, you will learn the secret no one tells you about creating financial freedom. Questions answered: How can I live today without sacrificing my future? How can an early retirement help me maximize my income over time? How can extra work in retirement, for less pay, impact my overall retirement plan? Ari Taublieb, MBA is a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). Want a custom strate...

Oct 03, 202210 minEp. 93

How To Know When To Stop Working

In today's episode, you will learn how to know when you should stop working. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure 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 looks like to work with us. Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. ...

Sep 26, 202210 minEp. 92

Where To Pull Income From When You Retire Early

In today's episode, you will learn where to pull income from if you want to retire early. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure 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 looks like to work with us. Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on...

Sep 19, 202218 minEp. 91

5 Most Important Parts Of A Successful Financial Plan

In today's episode, you will learn the 5 most important parts of what builds a successful financial plan (and what to avoid). Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure 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 looks like to work with us. Also, I share tips and advice related to retirement strategy, investing, f...

Sep 12, 202213 minEp. 90

When You Should & Should NOT Hire A Financial Advisor

I don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had. When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our ser...

Sep 05, 202218 minEp. 89

How To Determine How Much You Want To Spend In Retirement

Early retirement can be a big commitment, and it's important to make sure you have a good idea of how much money you'll need in order to support yourself. You might think that you'll only have to pay for rent and food, but there are other things to consider as well. It's quite a bit easier to plan your expenses if you know what they are now and how they might change during retirement. For example, How many years do you have until you retire? If it's less than 10 years aw...

Aug 29, 202211 minEp. 88

5 Tips To Prepare for Retirement (While You're Working)

Making a retirement plan is a crucial step in your financial path, regardless of your age. No matter if you want to retire in five or thirty years, it's critical to plan your retirement so that you can live a financially secure life. You will get through this journey with the aid of preparation, intentional spending, and maintaining your focus on the kind of future you really want. So in this episode, we will talk about how you can prepare for retirement while you are still working. Enlight...

Aug 22, 202211 minEp. 87

Why Should You Consider An Early Retirement? A Real-Life Story

Why retire early? It's all about financial freedom. Retirement can feel overwhelming. In this episode, we will learn the benefits of early retirement and alternative strategies. Not only that, Why did I choose to pursue a career helping people retire early? Questions Answered: What are the primary considerations when it comes to retiring early? When does it make the most sense to consider early retirement? Why am I passionate about helping people retire early? I share tips and advice relate...

Aug 15, 202218 minEp. 86

Retirement 101 - What Are The Primary Issues To Consider Before I Retire?

The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)! The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklis...

Aug 08, 202218 minEp. 85

Retire Sooner - How To Know When You Should Stop Working

There are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (when ON TRACK)? How does th...

Aug 01, 202212 minEp. 84

The #1 Retirement Secret - When To Stop Saving For Retirement

Our topic on this episode of the Early Retirement podcast is about when to stop saving for retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (if on track)? How does this impact your overall retirement plan? 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...

Jul 25, 20229 minEp. 83

Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement

Our topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement. Questions Answered What activities create the most meaningful retirement? How can you start practicing retirement before being retired? How does this impact your overall retirement plan? 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, ...

Jul 18, 202211 minEp. 82

Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement

Our topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement. Questions Answered What are the primary benefits of Roth IRAs in retirement? When does it make sense to contribute to Roth IRAs? How does this impact your overall retirement plan? 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 wan...

Jul 11, 20229 minEp. 81

Social Security Benefits - How To Optimize Your Retirement Income

Our topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits. Questions Answered Should you collect Social Security early? When does it make most sense to collect Social Security? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach yo...

Jul 04, 202211 minEp. 80

A Complete Guide To Surviving Bear Markets

Our topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets. Questions Answered How should you invest in a bear market? What should you consider when it comes to bear markets (and its impact on retirement)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fi...

Jun 27, 202211 minEp. 79

Special Announcement - I'm Featured on the Ready for Retirement Podcast!

I was recently featured on the Ready for Retirement Podcast ! Full episode available here on the podcast apps and also here on YouTube. Also, 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 planning process to show you exactly what it looks like to work with us. Ear...

Jun 21, 20224 minEp. 78

Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year

Our topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you ex...

Jun 20, 202212 minEp. 77

Personal Finance in Retirement - How To Maximize Your Retirement Finances

Our topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything you want. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an...

Jun 13, 202212 minEp. 76

Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?

Our topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth...

Jun 06, 202212 minEp. 75

Retirement Portfolio - Why & How You Should Rebalance Your Portfolio

Our topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure 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 look...

May 30, 202212 minEp. 74

5 Things I Wish I Knew About Money When I Was Younger

Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to ...

May 23, 202210 minEp. 75

Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire

Our topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning proces...

May 16, 202211 minEp. 74

Retirement Income - How To Optimize Your Finances In Retirement

Our topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life. 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 planning process to show you exactly what it looks like to work with us. Want a custom strategy to r...

May 09, 202212 minEp. 73

Financial Freedom - How Much Money Do You Need To Be "Money Free"?

Our topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free. 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 planning process to show you exactly what it looks like to work with us. Early Retirement...

May 02, 202211 minEp. 72

Bear Markets in Retirement - A New Way To Think About Market Downturns

Our topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns. 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 planning process to show you exactly what it looks like to work with us. Early Retirement...

Apr 25, 202211 minEp. 71

Retirement Investing - 5 Tips To Know

Our topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know. 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 planning process to show you exactly what it looks like to work with us. Early Retirement Po...

Apr 18, 202213 minEp. 70

Early Retirement - 3 Key Rules To Retire Early

Our topic on this episode of the Early Retirement podcast is about the three key rules 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 planning process to show you exactly what it looks like to work with us. Early Retirement Podcast: I'm ...

Apr 11, 202211 minEp. 69

Retirement Annuities: Should I Buy An Annuity For Guaranteed Income?

Our topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income. 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 planning process to show you exactly what it looks like to work with us. Early Re...

Apr 04, 202212 minEp. 68

Investing Strategy Tip - Should I Just Buy & Hold My Investments?

Our topic on this episode of the Early Retirement podcast is about buying and holding investments. 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 planning process to show you exactly what it looks like to work with us. Early Retirement Podcast: I'm a fin...

Mar 28, 202212 minEp. 67

Retirement Goals - How To Prioritize Your Financial Goals

Our topic on this episode of the Early Retirement podcast is about prioritizing your financial goals. Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish? FREE Checklist: Prioritize Your Financial Goals 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 mo...

Mar 21, 202214 minEp. 66