Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) Podcast Artwork Image

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

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
How Do We Build Multi-Generational Wealth? [Estate Planning]July 22, 2024
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3 Retirement Rules Of Thumb That Don't Apply To An Early RetirementJuly 15, 2024
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My Story | Why Do I Do This?July 08, 2024
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Where Should I Withdraw Money From First In Retirement?July 01, 2024
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How To Manage Cash Flow Before & Throughout Retirement June 24, 2024
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A Real-Life Story Of Investing Too Well For RetirementJune 17, 2024
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Here’s How To Determine If You Should Keep Or Break Up With Your AdvisorJune 10, 2024
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How To Create An Anti-Cookie Cutter Investment PortfolioJune 03, 2024
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How Much Should I Be Saving To Retire Early?May 27, 2024
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A Complete Guide To Inheriting Money (Tax Planning)May 20, 2024
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4 Steps To Determine When You Can Retire EarlyMay 13, 2024
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Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.May 06, 2024
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How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring EarlyApril 29, 2024
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5 Steps To Navigating Health Insurance When Retiring Before Age 65April 22, 2024
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3 Regrets From My Clients Who Retired EarlyApril 15, 2024
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3 Classic Early Retirement Mistakes To AvoidApril 08, 2024
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5 Situations When It Does NOT Make Sense To Implement Roth ConversionsApril 01, 2024
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Do We Have Enough To Retire (And Never Go Back To Work)?March 25, 2024
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The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 March 18, 2024
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This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!March 11, 2024
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How To Protect Against Retiring, Getting Unlucky and Having To Work AgainMarch 04, 2024
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A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)February 26, 2024
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Why Most People Pick The Wrong Asset Allocation For An Early RetirementFebruary 19, 2024
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"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!February 15, 2024
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Here's How Social Security Gets Impacted When Retiring EarlyFebruary 05, 2024
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