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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).
Episodes
323 episodes
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...
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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...
Ex-Physician Reveals Why He Still Can’t Fly First Class | Retirement Reality
Mark didn’t retire because he hit a magic number. He retired because the pace no longer made sense.After decades in family medicine and leadership roles at healthcare startups, retirement wasn’t something he spent years visualizing. The...
Single Retiree (57) Breaks Down Exactly Why You Should Retire Today | Retirement Reality
At 57, with his kids launched and the numbers finally working, Doug finds himself asking a different question than most people expect: If I could go now… why wouldn’t I? In this episode of Retirement Reality, Doug shares what it’s ...
Early Retiree Reveals The Truth About Finding Purpose In Retirement | Retirement Reality
Sue reveals her transition into an early retirement after a significant career. Sue shares how she finds fulfillment and purpose and shares powerful stories!--Sue is not a client of Root Financial Partners, LLC and received no com...
Special Episode: NEW Free Resource For Loyal Listeners!
As retirement gets closer, the question is not just will the money last. It is whether you missed something.In this short episode, Ari focuses on the uncertainty that keeps people working longer than they need to. Healthcare, taxes, inco...
Ex-Software Engineer Reveals Dark Truth Behind “Never Turning Off” | Retirement Reality
After decades in IT production support, Darren didn’t just retire — he escaped. At 54, the constant pings, midnight pages, and responsibility without authority finally ended, and what showed up in their place was one word he never expected: rel...
Retiree Reveals Why She Retired At 56 Without A Purpose | Retirement Reality
After 37 years with the same company, Lissa realized she didn’t need to keep proving her productivity to live a meaningful life. At 56, she stepped away from corporate work, moved through a tough season in her marriage, and started building a v...
Ex-Tech Reveals The Regrets To Avoid Before Retirement | Retirement Reality
In this episode of Retirement Reality, Louis shares how a mid-year layoff after 32 years in tech became an unexpected doorway to something lighter, calmer, and more intentional. At 57, he is weighing recreational employment against full freedom...
Here’s How A Retiree Spends $10K/Month Safely in Retirement | Retirement Reality
Bob didn’t retire because he was tired of work — he retired because life kept reminding him that time isn’t guaranteed. In this conversation with Ari Taublieb, CFP®, Bob shares how personal loss, perspective shifts, and years of disciplined sav...
“I Would Rather Figure Retirement Out Than Continue My Job” | Retirement Reality
Kate retired at 51, not because everything was perfectly figured out, but because the pull toward freedom finally outweighed the comfort of routine.After more than two decades in a demanding public service career, Kate realized it wasn’...
“Stop Worrying About Healthcare Pre-65” | Retirement Reality
Melody describes her retirement with one word: peaceful.Not the kind she chased while working, the kind that finally arrived when she stopped.After 30 years in a high-pressure tech career, Melody retired at 55 with a clear trade-...
New Retiree Shares How He Retired At 58 | Retirement Reality
Martin loved his job, but was ready for a new chapter.Martin shares how he retired at 58 to pursue his health and how he has been preparing for retirement for the last 30 years.Martin's wife still works, but he's not having an i...
Single Retiree Shares Surprising Truth About Retiring Earlier Than His Peers | Retirement Reality
David’s story feels familiar to a lot of people in their late fifties and early sixties. After a long career in asset management, a role change and pandemic burnout became the nudge he didn’t know he needed. At sixty, he finally decided to stop...
"I Started Investing In My 30s And Retired At 53" | Early Retiree Shares All | Retirement Reality
Slava shares how he retired early and his whole journey to get there. Enjoy.Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ–––––––––––––––––––––––––––––The statements provided are from individuals who are not ...
Why Retirees Are Flocking To This One Special Community | Retirement Reality
After years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, and so many others that she found didn’t fit what she was looking for - other active retirees of simil...
Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY | Retirement Reality
Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early!Hope you enjoy the insights shared!Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typef...
When Is The Ideal Time To Hire An Advisor?
Hiring a financial advisor isn’t about credentials alone, it’s about timing. And for many people, getting that timing wrong can cost years of freedom.Ari explores when it doesn’t make sense to hire a financial advisor, when it a...
This Is When I Recommend You STOP Saving For Retirement
Most people think the safest path to retirement is to keep saving more, no matter how close they are to the finish line. But what if there comes a point where saving actually matters less, and investing well, living well, and spending ...
The Shocking Statistics Behind When People Collect Social Security
Choosing when to collect Social Security is one of the most stressful retirement decisions people face, and it doesn’t have to be.In this episode, Ari breaks down how most people actually decide when to claim Social Security, why there i...
Why Risk Tolerance Doesn't Matter (Use THIS Instead)
Most advisors start with one question: “What’s your risk tolerance?”In retirement, that question might steer you in the wrong direction.In today’s episode, Ari breaks down why traditional risk questionnaires fail, and the be...
How To Decide When To Turn On Social Security
Deciding when to claim Social Security is one of the most important retirement choices you’ll make, but most people approach it the wrong way. They pick an age early, cling to it for years, and assume the “best” decision never changes. In reali...
How Much Fixed Income Do You Really Need in Retirement?
Stop letting your birthday decide your bond mix.That “age in bonds” rule feels safe, but it can quietly rob you of growth, freedom, and spending power.In this episode, Ari challenges the traditional 60/40 rule and shows...
Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement Planning
Everyone wants better returns. Almost no one talks about where those returns should live.You can own all the right investments and still lose thousands a year if they sit in the wrong place.Asset location is one of those quiet advant...
When Saving Becomes a Habit You Can’t Turn Off | Root Talks
Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms.This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “num...