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

Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Facing the retirement conundrum of choosing between a lump sum or an annuity pension option? Our latest podcast episode unrave...

Oct 23, 202322 minEp. 153

Please Ask Yourself This One Question Before You Actually Retire Early

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Have you ever stopped to question your vision of an early retirement? What if it's not just about the financial planning,...

Oct 16, 202317 minEp. 152

Don't Die The Richest Person At Your Funeral with Dr. Donatello

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Learn more about Dr. Donatello here: https://centerforwell.com/ What if you could reshape your life to truly reflect your pass...

Oct 09, 202323 minEp. 151

Balancing Emotion and Finance: The Impact of Investing Well For Retirement

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Wondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep into the p...

Oct 09, 202316 minEp. 150

How To Avoid Having A GOOD Financial Plan And BAD Early Retirement

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement What if the best financial plan on paper isn't the one that's right for you? We're here to argue the importance...

Oct 02, 202319 minEp. 149

How To Diversify One Stock With Massive Gains (Tax Tip)

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement We are going to take you on a journey through the complex territories of financial planning and early retirement. We're t...

Sep 25, 202317 minEp. 148

An Advanced Guide To Minimizing Future RMDs

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ever wondered how you can strategically plan for your Required Minimum Distributions (RMDs) and minimize your tax liability? T...

Sep 18, 202323 minEp. 147

Case Study Announcement: Early Retirement (YouTube ONLY)

-> CASE STUDY EARLY RETIREMENT (Watch On YouTube Here) 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Dive headfirst into the world of early retirement as I share an enli...

Sep 15, 20234 minEp. 146

How Much Safe Money Do I Need On Hand Once I'm Retired?

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ready to tackle the age-old question of how much money you need to retire comfortably? We've got you covered! In this ill...

Sep 11, 202323 minEp. 145

I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Imagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thou...

Sep 04, 202321 minEp. 144

The Complete Guide To Minimizing Taxes With An Early Retirement

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Who says you can't retire early and still pay the least amount of taxes possible? You're about to discover strategie...

Aug 28, 202323 minEp. 143

3 Tips For A Successful Early Retirement (Story)

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement -> RETIREMENT CASH FLOW PLANNER (mentioned in episode) Ever dreamt of retiring early? Ever pondered the difference between ...

Aug 21, 202315 minEp. 142

A Complete Guide To Insurance Protection (What You Need and DON'T Need)

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Have you ever considered insurance as a financial instrument? This episode unveils the often overwhelming world of insurance, ...

Aug 14, 202318 minEp. 141

Why You Should Consider To STOP Saving For Retirement *(not a typo)

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Are you hustling tirelessly to fill up your retirement jar but wondering if there's a smarter way? What if we told you th...

Aug 07, 202317 minEp. 140

5 Tips So You Only Retire Early ONCE!

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ready to ditch the 9-5 and retire early with confidence? We're peeling back the layers on precisely how to do that! This ...

Jul 31, 202318 minEp. 139

5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)

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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement What if you could maximize the benefits of your Roth IRA and embrace the spirit of the FIRE movement at the same time? That&ap...

Jul 24, 202317 minEp. 138

How To Increase Returns With Strategic Asset Location (And What To Avoid)

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). *Apologies for audio issue at the beginning! What was cutoff: Asset Allocation: the returns of your portfolio. Asset Location: the after-tax return of your portfolio. -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: ...

Jul 17, 202320 minEp. 137

How to Create a Holistic Financial Strategy

In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For...

Jul 10, 202314 minEp. 136

What To Do With Your 401(k) Once You Retire / Leave Employment?

In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Re...

Jul 03, 202315 minEp. 135

5 Reasons To Consider Retiring EARLY Today (from my clients)

In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Let...

Jun 26, 202311 minEp. 134

How To Balance Health & Wealth For An Early Retirement (Special Guest)

Full video on YouTube here -> How To Balance Health & Wealth For An Early Retirement Create Your Custom Early Retirement Strategy -> Start Here 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). Have you ever sacrificed your health in pursuit of financial freedom? Our guest, Alex, a 41-year-old software engineer, shares his inspirin...

Jun 23, 202336 minEp. 133

Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes

In today's episode of the Early Retirement Podcast, Ari discusses how to plan for Deferred Compensation for an Early Retirement. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOY...

Jun 19, 202316 minEp. 132

Announcement: NEW eBook is live! Health Insurance for An Early Retirement

In today's episode of the Early Retirement Podcast, Ari announces his new eBook, "The Complete Guide To Health Insurance For An Early Retirement" DOWNLOAD THE NEW EBOOK HERE! Summary: Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the release of my new e-book, "The Complete Guide to Health Insurance for an Early Retirement," which aims to provide you wit...

Jun 13, 202311 minEp. 131

30+ Reasons To Retire Early (as if you needed more..)

In today's episode of the Early Retirement Podcast, Ari discusses 30+ reasons to retire early TODAY. Download my eBook TODAY: -> Free E-Book: A Complete Guide To An Early Retirement 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retir...

Jun 12, 202314 minEp. 130

3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!

In today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website Yo...

Jun 05, 202317 minEp. 129

"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"

In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Con...

May 29, 202316 minEp. 128

4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well

In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. 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). -> ...

May 22, 202315 minEp. 127

To Roth Conversion or To NOT Roth Conversion..

In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SH...

May 15, 202317 minEp. 126

3 Habits To Avoid When Considering An Early Retirement

In today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don&apo...

May 08, 202311 minEp. 125

5 Misconceptions About Retiring Early To Please AVOID

In today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them. 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ...

May 01, 202319 minEp. 124