Special Announcement - NEW SHOW!

Right now I make a lot of podcasts and videos and I host early retirement this podcast as well as the YouTube channel , trying to make things so that you guys go yeah , I'm gonna retire early with confidence , whether it be now or in five , 10 , 15 , 20 years . Wanna give you all the tips that help with that .

Now , one of my mentors is the founder , should I say , of the company , james Canole , and I work here at Root . I'm the vice president . James is the founder . I was the first employee to join him . This week was actually my four-year anniversary here at Root and now there's over 30 of us and it's awesome because we get to do really special work for people .

Some of you know James , some of you don't know James , but James and I are hosting a new it's not a new show . I'm going to be on James's YouTube channel and then I'm going to be posting the podcast episode , so the audio version on my podcast and it's also going to be released on his podcast , ready for Retirement .

So a lot of you reach out and go wait a second . You and James , who I listen to often , are part of the same company and so we're like , hey , we should start doing some more stuff together . He's doing that Ready for Retirement , mine's the Early Retirement , hopefully capturing everything you guys could ever imagine . You guys can watch that on YouTube videos .

You can actually listen on this podcast app . Once again , I'm releasing this clip right now only on the podcast app . So if you're listening to this , wondering when the first episode will come out , that will be November 14th . So I'm confirming that by looking at my calendar right here . But November 14th is when that will come out . That is a Thursday .

So you will now be receiving two episodes a week , one on Monday , not changing the solo episode format , because it's not weird at all that I just talk straight to GarageBand and it looks back at me wondering why I'm doing this . No , I'm just kidding . But Thursdays you'll get the podcast episode with James and I .

You might find it more engaging and because of that I want you guys to get to hear from him . He is a special person with a special way of delivering information . We're all about coming up with creative ways to make it resonate . So just be on the lookout for that .

It is , as of now , of course , november 6th , I'm releasing this and there are a few ways that all of you can work with either Root or myself in a certain capacity , with either Root or myself in a certain capacity . So what that means is right now .

The first option to work with the software that I discuss in a lot of my videos is in what's called the Early Retirement Academy . That is , if you're going yeah , I need some level of help because I don't even know what I'm on track for . I wanna run my own projections , maybe build my own plan .

You can go ahead and do that , and it's a few hundred bucks for a reason . You get to go in there and play around , but you don't get any one-on-one guidance . So that's the first option . The second option is what's called a power planning session . That is with me . The good news is that it's being offered right now . The bad news it's a wait list .

So it sounds bad to be like , hey , here it's available , but it's actually not . There's a wait list for it . But , depending on your situation , what I'll often do is say , hey , yes , happy to make it work or add more availability . This is , as of now , only through the end of the year . Now , a lot of you do not need this .

This is a $5,000 90 minute call with me . I spend about six to eight hours before that meeting with you to prepare for the call , and I'm very transparent as to who this is ideal for . Some people will book this call with me and I'll refund them going look , you don't need this . Like where you're at right now , I cannot add enough value to justify it .

Other people will go look like I don't even know what I don't know and I'll say look , this is generally for people that are in their forties and fifties who say I want to work with an advisor , but I don't have $2 million . The software was good , but I still have questions . So I want you to help me understand . How much should I be saving ?

Where should I be saving it ? Just get me set up , and my goal is that you'd be able to pay this fee and be set up for the next 10 , 15 years and then maybe hire an advisor when they can add value , because I believe hiring an advisor just comes down to the right time . So that is the second option . That is , of course , a wait list .

Right now , all you have to do is email me and say , yes , I'd like to be put on the wait list and you get added to that , and then , additionally , there's the full service model . That is when clients go . I want to fully delegate . I want to still have a partnership here , but I want to delegate planning .

A lot of you that work with us came from , of course , the podcast and YouTube channels , different things we do . We give you a sense as to the work we do , but we love getting to the full service model . That is where we get to be proactive , do ongoing planning .

If you aren't sure , if that's for you , what I encourage you to do is go to Root Financial Google Reviews and see if those people sound like you . A lot of the people reaching out are coming from Vanguard and Schwab and Fidelity going . Look , they've been good up until now , but I want a next level of planning and not beating up those firms by any means .

Once again , we work with clients that come from all different directions referrals , people come from YouTube , podcasts . We're more than grateful for all of it . We have our root master plan If you want to just learn more about our business and what really makes us different .

You can check that out , kind of putting all this information into this new you know , james and I starting the new , different show , this academy tool , trying to give you guys help wherever you are . I recommend , if you're like , hey , I just don't know where to start and what do I do , the academy is a good starting spot .

If you go , yeah , that's good , but I don't want someone to manage my money , because I like managing my money , but I still want help , I still want guidance . That's where I recommend the wait list for that power session . Don't know how long I'm going to offer that , but once again , that's an option .

And then some people go , hey , I'm ready to like , I work with an advisor right now and it would cost me less , if not the same , to work with you guys . So I want to work with you . Or I just want a higher degree of planning .

I want someone to be proactive and reach out to me , because this is the next level of planning that I'm looking for the taxes , the estate , the withdrawal , we do it all . So for clients that want that optimization and I'm very transparent .

It's not for everyone , but you can go ahead and see what clients say about working with us to really get a good sense once again on Google and Yelp and all that good stuff . So fun announcement keep your eyes peeled . I mean you know , ears peeled , whatever people say . I think eyes peeled I mean you know , ears peeled , whatever people say .

I think eyes peeled is more normal than ears peeled is just sounds weird . Um november 14th now , that will be on an ongoing basis . So james and I releasing those episodes and then I always tell you guys this , but this show is for you , it's not for me . I'm very lucky that I get to do this , but this show is all for you guys .

So if there's something you want me to talk about or there's a new idea , I'm a very open , transparent person and by no means do I shut down anything . I'm all about hearing if there's a new segment . One of you said hey , I want to see a documentary on your life because that's gonna make it easier for me to understand what you're going through .

Someone else commented recently on a YouTube video saying look , your family seems to be doing lots of different content stuff , and I saw you brought your mom onto the show and she was burned by different advisors . So tell me , exactly like if your mom didn't retire early , how did you learn about this ? So I have different episodes with different stories .

I try to make up things that resonate with you , whether it's a case study , making a variation to the case study , whether it's going through real life examples with clients on the line trying to make the most interesting , digestible , fun but educational content on YouTube , if you don't know , I go live every Wednesday . There's about 10 or so recordings of those .

Those are longer form . So if you're listening to the podcast going , this is good , but I want a longer form , more informal way to learn . You can check those out Everything from should I pay off my mortgage early , should I invest instead Everything from Roth 401k to traditional 401k . I brought on someone who went through each process .

So I brought on someone who first did the academy , then did the optimization call , now works with us . So you can kind of see their headspace going through it . Lots of different options . So hopefully , what we're doing is really changing your retirement , which is the ultimate goal . But I asked my operations for a team .

I was like , hey , can I get a stat of just like ? Hey , how many people listening to the show , versus watching , versus work with us , and it's something like 0.0000 , you know nine , 3% or something like that .

So the majority of you guys are not working with me and I recognize that , but you are choosing to tune into the show and listen to both myself and maybe the founder of Root , james , who is a truly special person . If you don't know him , make sure to check out his channel and I hope that starting next Thursday , you start to go out .

This level of content is even more engaging and helpful and that's why we do this . So , no matter where you're at , whether you work with us , another advisor , doesn't matter . Are you getting the confidence you need to retire early with confidence ? I just said confidence twice , but you can go ahead if you want for more just personal kind of updates .

I tell myself I'm going to post more on Instagram and LinkedIn and try to keep you guys updated . Many of you guys are following me on those social channels , so certainly check those out . At early retirement , ari , or just search my name Ari Taublieb . I've gotten someone call me Tabooli Teletubby . You name it . Okay , rough childhood . Thanks for bringing it up .

No , I'm just kidding , not kidding about the nicknames , but kidding about the rough childhood . So , with that being said , that's it for this little update . Special announcement . See you guys soon .