Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a financial planner specializing 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
In today's episode of the Early Retirement Podcast, Ari discusses how much money is needed in order to retire early.
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...
In today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more.
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 C...
100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool.
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
Let's Connect!
In today's episode of the Early Retirement Podcast, Ari discusses how to view investing after a terrible year in the market.
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 ...
In today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation.
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 ...
In today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses.
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
...
In today's episode of the Early Retirement Podcast, Ari discusses the 5 tips his wealthiest clients implemented to retire.
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 Co...
In today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you save on taxes!
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
In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums.
NEW! Free E-Book: A Complete Guide To An Early Retirement
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-tradition...
In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement.
NEW! Free E-Book: A Complete Guide To An Early Retirement
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)...
In today's episode of the Early Retirement Podcast, Ari discusses 5 options for health insurance if you retire early.
NEW! Free E-Book: A Complete Guide To An Early Retirement
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...
In today's episode of the Early Retirement Podcast, Ari discusses 3 tips to not run out of money if you retire early.
NEW! Free E-Book: A Complete Guide To An Early Retirement
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...
In today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement.
Get your FREE 2023 Tax Guide here!
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 ...
In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances.
Get your FREE 2023 Tax Guide here!
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 Custo...
In today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end.
Get your FREE 2023 Tax Guide here!
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 Ear...
In today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and stories from research/clients on how to maximize your financial life.
Get your FREE 2023 Tax Guide here!
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 retirem...
In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free.
Get your FREE 2023 Tax Guide (referenced during the show)
Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of life with your money.
In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion.
Questions answered:
- How can I effectively implement Roth Conversions?
- What are the biggest benefits of a Donor-Advised Fund?
- What is the best strategy to save on taxes when I do charitable giving?
In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need.
Questions answered:
- How much of an emergency fund do you need?
- What are the most important things to consider when thinking about retirement planning?
- What is the best strategy to retire early?
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing...
In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio.
Questions answered:
- How can I make sure my investments are allocated for my goals?
- What are the most important things to consider when building a portfolio?
- What is the best strategy to retire early?
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne...
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