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
Create Your Custom Early Retirement Strategy Here
FREE eBook: Navigating Health Insurance Before 65
Get Started with Move Health
Unlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This episode features Cole from Move Health, who joins us to unravel the intertwining of healthcare subsidies and Roth conversions, so you can discover how to...
Create Your Custom Early Retirement Strategy Here
FREE eBook: Navigating Health Insurance Before 65
Get Started with Move Health
Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that swan dive for just a moment to consider a crucial piece: health insurance. I'm here, with the esteemed Medicare insurance specialist Lyndia, to unve...
Create Your Custom Early Retirement Strategy Here
Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw honesty that's as refreshing as it is rare. Learn why a fulfilling life might mean more than clocking extra hours for a promotion, and how meaningful connections can o...
Create Your Custom Early Retirement Strategy Here
Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventu...
Create Your Custom Early Retirement Strategy Here
Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples...
Create Your Custom Early Retirement Strategy Here
Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking the myth of a magic retirement number and introducing yo...
Create Your Custom Early Retirement Strategy Here
Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the safest bet. Together, we navigate beyond the oversimplified 4% rule, emp...
Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of their nest egg, juxtaposed against the one who saw staying out of the marke...
Create Your Custom Early Retirement Strategy Here
Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to shield your nest egg from the whims of the market, ensuring it keeps up with inflation while dodging excessive volatility. Our episode is peppered with practical tips an...
Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be privy to a compelling example of an individual who defies the ...
Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, tailor an investment strategy that thrives on your personal circumstances. Through an engaging story about a client who confidently strides with a hefty equity portfolio and a reassuring pension, we unlock the truth behind 'co...
Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to trade in their briefcases for a permanent vacation. From confronting the fear of outliving their savings to learning the value of owning a home outright, they provide a candid look at the key decisions and preparations that made t...
Create Your Custom Early Retirement Strategy Here
MyoDetox -> FutureProof your body and book a session at Myodetox today.
Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book!
Unlock the mysteries of your Social Security benefits and learn how early retirement may reshape yo...
Create Your Custom Early Retirement Strategy Here
MyoDetox -> FutureProof your body and book a session at Myodetox today.
Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book!
Ever feel like an early retirement is a distant dream clouded by financial fears and the 'what...
Create Your Custom Early Retirement Strategy Here
MyoDetox -> FutureProof your body and book a session at Myodetox today.
Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book!
Are you ready to align your retirement with your core values and ensure financial peace of mind? W...
We're peeling back the layers of an early retirement to reveal how stepping away can actually result in paying fewer taxes over the course of your lifetime and having more dollars at the end of the day in certain situations!
But be careful - we'll discuss getting into the nitty-gritty of how those golden years can impact your Social Security benefits, especially if you haven't hit that magic number of 35 yea...
An early retirement can be intimidating because you do NOT want to:
1) run out of money (obvious)
2) go back to work (you only want to retire ONCE)
3) wonder if your loved one's will be okay if something happens to you....and so much more.
In today's episode Ari gives you the 10 things to avoid if you want to retire early with complete confidence. Enjoy!
In today's episode, Ari goes over 5 PRO tips from his clients who retired early with complete confidence (not worrying about going back to work or stressing about spending). You'll learn everything you need to know to retire early with total confidence.
Create Your Custom Early Retirement Strategy Here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner spec...
Imagine a life where money is important but doesn't overshadow the joy of living.
Yes - I post episodes every Monday (even on Christmas)!
Level One - can you retire?
Level Two - how MUCH can you spend in retirement?
Level Three - are you going to be maximizing tax savings in retirement?
We dive into each level in more detail so you can understand what you need to do to optimize your early re...
There's a lot of financial planning opportunities, but it's hard to keep track of it all.
Make sure you're not leaving any money on the table in 2023!
Here's the guide I mentioned in the episode: 2023 Year-End Checklist
Create Your Custom Early Retirement Strategy Here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializ...
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