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
How Much Fixed Income Do You Really Need in Retirement?
Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement Planning
When Saving Becomes a Habit You Can’t Turn Off | Root Talks
You Want To Retire By 55. Here's 5 Things You Need To Know.
The Shocking Reason Most People Work Past 60
James Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
Why Only 3% of US Retirees Have Over $1M
Here's How Your Spending Will Change Throughout Retirement (The Retirement Smile)
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
How To Save On Healthcare In 2026 (If Retired)
Here's Exactly How To Withdraw From A 401(k)/IRA To Live In Retirement
A Beginner's Guide To Roth Conversions
The Cliché Advice You Should Finally Pay Attention To
7 Benefits Of Brokerage Accounts (Superhero)
6 Surprising Statistics About Wealthy Retirees
How to Know You’ve Found the Right Financial Advisor │ Root Talks
This Is What The Average Retiree Spends In Retirement
10 Questions To Ask Your Spouse So They Are Excited For Retirement
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
What's The Average 401(k) Balance At My Age? Am I On Track?
4 Massive Reasons You'll Wish You Retired Earlier
The Hidden Cost of Financial Optimization (And How to Avoid It)
I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?
FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools (Part 2)
Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks