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

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

February 19, 2024 24 mins

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...

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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...

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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...

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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...

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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...

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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...

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January 8, 2024 20 mins

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!


Create Your Custom Early Ret...

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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...

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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...

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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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December 11, 2023 22 mins

Create Your Custom Early Retirement Strategy Here

Are you ready to master the art of early retirement? We're here to guide you on how to make your money work for you, revealing the secrets behind a successful early retirement. Through real-life stories, we shed light on the importance of having a well-rounded financial plan, as well as the potential pitfalls of retiring without one. We also delve into the significance...

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Create Your Custom Early Retirement Strategy Here

Ever imagined a life of comfort in your golden years, spending $10,000 a month after taxes? Well, buckle up as we debunk popular myths and instead introduce you to the 'guardrails approach' to retirement planning, emphasizing the need for a sustainable plan tailored to your individual needs. Toss aside those rigid figures and start focusing on variables such as so...

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-> Create Your Custom Strategy To Retire Early

It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind. 

Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision.

Here's to retiring onl...

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-> Create Your Custom Strategy To Retire Early

Here's a promise: you're about to unlock the secrets to maximizing your retirement savings across multiple accounts, all while maintaining tax efficiency. Ever wonder how to manage investments spread across Vanguard, Fidelity, and Schwab? Look no further. Join us as we delve into the complexities of coordinating these diverse accounts, discussing the potential pit...

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-> Create Your Custom Strategy To Retire Early

So, here's to retiring only once, and doing it confidently!

Email me directly: ari@rootfinancialpartners.com

Create Your Custom Early Retirement Strategy Here

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement.

Start Her...

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*Cash Flow Planner (FREE Budget Sheet)

Renting v. Buying Article Referenced

Ari Taublieb, MBA, CFP® is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

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November 6, 2023 24 mins

*Cash Flow Planner (FREE Budget Sheet)

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Ear...

Mark as Played

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Are you preserving your w...

Mark as Played

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Facing the retirement con...

Mark as Played

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Have you ever stopped to ...

Mark as Played

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