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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)
Special Announcement - NEW SHOW!
New show starting November 14th with James Conole!
Option 1 - Early Retirement Academy
Option 2 - Email ari@rootfinancialpartners.com "Waitlist"
Option 3 - Work With Us Here
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Hey everyone, I have a special announcement for you. So, as of the recording, this is Wednesday, november 6th. I'm gonna post this tonight Super quick. Just announcement for you. 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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.
Speaker 0: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.