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
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.
I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.
The truth is those don't rules apply to you if you want to optimize an early retirement.
You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc.
I walk you through what you do and don'...
Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root.
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...
Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way.
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 ®,...
What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life examples demonstrating the impact of these sources on retirement readiness....
This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episo...
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
Is your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including my parents' own experiences with suboptimal guidance, and unc...
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 (NEW) - Make sure to use code "FIRST25" which lasts until Wednesday.
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.
Ever wonde...
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
Ready to redefine the concept of retirement? My latest broadcast delves into the exhilarating world of early retirement planning, promising a treasure trove of strategies for seizing control over your work life — before the traditional retirement age calls your name. You...
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
Flowchart on Inheriting Accounts (mentioned in episode)
Navigate the financial maze of inheritance with me as we uncover the vital steps to securing your legacy without drowning in taxes. A revealing tale from my practice showcases the weighty decisions faced by...
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
Ready to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This episode of the Early Retirement Podcast is a treasure trove of insigh...
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
Could the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the layers of retirement planning, keeping it simple, yet profound. We&a...
Create Your Custom Early Retirement Strategy Here
FREE eBook: Navigating Health Insurance Before 65
Get Started with Move Health
Get access to the same software I use for my clients and join the Early Retirement Academy here
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 join...
Create Your Custom Early Retirement Strategy Here
FREE eBook: Navigating Health Insurance Before 65
Get Started with Move Health
Get access to the same software I use for my clients and join the Early Retirement Academy here
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 crucia...
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
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 fulfil...
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
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 st...
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
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 ...
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
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 b...
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
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 t...
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
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 l...
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