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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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).
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Latest Episodes
Why I Love Working For A Purpose, Not Money | Retirement Reality
Treg retired once… then came back. And then retired again, this time on his own terms.After stepping away in his early 50s, Treg realized something important: retirement felt too quiet, too early, and a little unfinished. So he re-enter...
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Ex-Federal Employee Reveals Overcoming Obesity And Importance of Retiring In Your 50s | Retirement Reality
Herb’s story feels familiar to a lot of people in their late fifties. After a long career in DC, he decided a changd was right, despite what his family thought.Overcoming obesity, moving states, facing cancer, and an incredible attitude...
The Psychological Factor In Retiring Early | Retirement Reality
Mark and Natalie did everything “right.”Twenty years of work, saving, and putting off trips for “someday.” When they finally hit financial independence, they still couldn’t book the flights. Not because of math—because of the feeling th...
Single Mom Reveals How She Retired At 54 | Retirement Reality
Jennifer shares how she retired early at 54 and her struggles with purpose.Jennifer shares what it was like being a single mom, twice divorced, and after finding joy with real estate, Jenifer is now seeking to find a new life filled wit...
Retiring at 58 Wasn’t the Plan, Here’s Why He Did It Anyway (& You Should Too) | Retirement Reality
Sometimes retirement isn’t sparked by a countdown to a date, it’s triggered by a moment that makes you rethink everything.For Shawn, that moment came with a serious health scare. After being misdiagnosed with a degenerative nerve condit...