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

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

247 episodes - English - Latest episode: 4 days ago - ★★★★★ - 31 ratings

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).

Investing Business Entrepreneurship retirement early retirement investing personal finance retirement planning stock investing real estate investing save on taxes how to retire
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Episodes

Do We Have Enough To Retire (And Never Go Back To Work)?

March 25, 2024 10:00 - 21 minutes - 14.6 MB

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 you to the concept of Financial Independence, Recreational Employment. We're discussing how...

The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65

March 18, 2024 10:00 - 15 minutes - 10.8 MB

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, emphasizing the need for a personalized strategy that adapts to market shifts...

This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

March 11, 2024 10:00 - 16 minutes - 11.3 MB

Create Your Custom Early Retirement Strategy 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 lurking in the shadows of their nest egg, juxtaposed against the one who saw staying out of the market as a missed opportunity to dance with potential growth. As I steer away ...

How To Protect Against Retiring, Getting Unlucky and Having To Work Again

March 04, 2024 11:00 - 21 minutes - 15.1 MB

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 and an engrossing narrative of a retiree in the 2000 market downturn, promis...

A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)

February 26, 2024 11:00 - 23 minutes - 16.2 MB

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 typical investment playbook, thanks to a hefty pension. It's a deep dive into how uniq...

Why Most People Pick The Wrong Asset Allocation For An Early Retirement

February 19, 2024 11:00 - 24 minutes - 16.5 MB

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 'conservative' investments and how that definition can shift dramatic...

"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!

February 15, 2024 19:00 - 48 minutes - 33.4 MB

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 their early exit possible. Retirement brings its own set of e...

Here's How Social Security Gets Impacted When Retiring Early

February 05, 2024 11:00 - 21 minutes - 14.5 MB

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 your financial horizon. We're peeling back the layers of those complex government booklets...

This Is How To Retire Early Without Worrying About Running Out Of Money

January 29, 2024 11:00 - 21 minutes - 14.5 MB

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 ifs' of life? Kick those mental roadblocks to the curb as we dissect the myths and realities...

5 Easy Steps To Know If You're On Track To Retire Early

January 22, 2024 11:00 - 21 minutes - 15.1 MB

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? We're here to help you navigate the complexities of early retirement planning, from under...

3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work

January 15, 2024 11:00 - 22 minutes - 15.3 MB

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 years in the workforce. It's a complex dance between maximizing your nest egg and ensur...

(10 MISTAKES) When Retiring Early...

January 08, 2024 11:00 - 20 minutes - 14.2 MB

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 Retirement Strategy Here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fidu...

5 Tips From My Clients Who Retired Early Successfully

January 01, 2024 11:00 - 18 minutes - 12.9 MB

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 specializing in helping clients navigate the nuances of an early retirement. St...

The 3 Levels Of An Early Retirement | What Level Are YOU At?

December 25, 2023 11:00 - 28 minutes - 19.8 MB

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 retirement goals. Create Your Custom Early Retirement Strategy Here Ari Taublieb, CFP ®, MBA is t...

7 Things To Optimize Your Finances Before Year-End (Checklist)

December 18, 2023 11:00 - 29 minutes - 20.4 MB

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 specializing in helping clients navigate the nuances of an early retirement. Start Here PS: Before anyone de...

4 Simple Tips To Retire Early

December 11, 2023 11:00 - 22 minutes - 15.3 MB

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 of maintaining good health before and during retirement, providing insigh...

How Much Do You Need To Be Able To Spend $10k/month?

December 04, 2023 11:00 - 20 minutes - 14 MB

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 social security, pensions, and desired spending to provide a personalized roadmap...

When Does It Actually Make Sense To Hire A Financial Advisor?

November 27, 2023 11:00 - 16 minutes - 11.5 MB

-> 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 only once, and doing it confidently! Email me directly: [email protected] Create Your Custom Early Ret...

The Tax-Efficient Way To Simplify Your Retirement

November 20, 2023 11:00 - 25 minutes - 17.5 MB

-> 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 pitfalls and the importance of tax-savvy decision-making. We’ll also tackle a listene...

[Client Story] Why You Should Consider Retiring Earlier Than Planned

November 17, 2023 11:00 - 21 minutes - 14.9 MB

-> Create Your Custom Strategy To Retire Early So, here's to retiring only once, and doing it confidently! Email me directly: [email protected] 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 Here PS: Before anyone decides to move forward with our services, I want to ensure we're t...

Why You Should Consider Renting In Retirement

November 13, 2023 11:00 - 22 minutes - 15.7 MB

*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 -> Free eBook: Health Insurance For An Early Retirement Ready to shake up your retirement game pla...

How Much Is "Enough" To Retire Early?

November 06, 2023 11:00 - 24 minutes - 16.6 MB

*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 Early Retirement Ever wondered, 'how much is enough?' when it comes to your retirement savings? Let's ta...

[Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement

October 30, 2023 10:00 - 17 minutes - 12 MB

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 wealth or making the most out of it? Buckle up for a paradigm shift in retirement financing as we switc...

Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity

October 23, 2023 10:00 - 21 minutes - 15 MB

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 conundrum of choosing between a lump sum or an annuity pension option? Our latest podcast episode unravel...

Please Ask Yourself This One Question Before You Actually Retire Early

October 16, 2023 10:00 - 17 minutes - 11.8 MB

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 question your vision of an early retirement? What if it's not just about the financial planning, tax s...

Don't Die The Richest Person At Your Funeral with Dr. Donatello

October 09, 2023 22:00 - 22 minutes - 15.6 MB

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 Learn more about Dr. Donatello here: https://centerforwell.com/ What if you could reshape your life to truly reflect your pass...

Balancing Emotion and Finance: The Impact of Investing Well For Retirement

October 09, 2023 10:00 - 15 minutes - 10.9 MB

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 Wondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep into the pr...

How To Avoid Having A GOOD Financial Plan And BAD Early Retirement

October 02, 2023 10:00 - 18 minutes - 12.9 MB

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 What if the best financial plan on paper isn't the one that's right for you? We're here to argue the importance of aligning you...

How To Diversify One Stock With Massive Gains (Tax Tip)

September 25, 2023 10:00 - 17 minutes - 12 MB

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 We are going to take you on a journey through the complex territories of financial planning and early retirement. We're talking...

An Advanced Guide To Minimizing Future RMDs

September 18, 2023 10:00 - 23 minutes - 16.1 MB

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 Ever wondered how you can strategically plan for your Required Minimum Distributions (RMDs) and minimize your tax liability? Tu...

Case Study Announcement: Early Retirement (YouTube ONLY)

September 15, 2023 16:00 - 4 minutes - 2.92 MB

-> CASE STUDY EARLY RETIREMENT (Watch On YouTube 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 Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Dive headfirst into the world of early retirement as I share an enligh...

How Much Safe Money Do I Need On Hand Once I'm Retired?

September 11, 2023 10:00 - 23 minutes - 16 MB

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 Ready to tackle the age-old question of how much money you need to retire comfortably? We've got you covered! In this illuminat...

I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

September 04, 2023 10:00 - 21 minutes - 14.5 MB

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 Imagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thous...

The Complete Guide To Minimizing Taxes With An Early Retirement

August 28, 2023 10:00 - 23 minutes - 16 MB

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 Who says you can't retire early and still pay the least amount of taxes possible? You're about to discover strategies that not ...

3 Tips For A Successful Early Retirement (Story)

August 21, 2023 10:00 - 15 minutes - 10.6 MB

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 -> RETIREMENT CASH FLOW PLANNER (mentioned in episode) Ever dreamt of retiring early? Ever pondered the difference between mer...

A Complete Guide To Insurance Protection (What You Need and DON'T Need)

August 14, 2023 10:00 - 18 minutes - 12.7 MB

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 considered insurance as a financial instrument? This episode unveils the often overwhelming world of insurance, p...

Why You Should Consider To STOP Saving For Retirement *(not a typo)

August 07, 2023 10:00 - 17 minutes - 11.7 MB

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 hustling tirelessly to fill up your retirement jar but wondering if there's a smarter way? What if we told you that som...

5 Tips So You Only Retire Early ONCE!

July 31, 2023 10:00 - 18 minutes - 12.7 MB

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 Ready to ditch the 9-5 and retire early with confidence? We're peeling back the layers on precisely how to do that! This episod...

5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)

July 24, 2023 10:00 - 17 minutes - 11.8 MB

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 What if you could maximize the benefits of your Roth IRA and embrace the spirit of the FIRE movement at the same time? That's r...

How To Increase Returns With Strategic Asset Location (And What To Avoid)

July 17, 2023 10:00 - 20 minutes - 13.8 MB

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). *Apologies for audio issue at the beginning! What was cutoff: Asset Allocation: the returns of your portfolio. Asset Location: the after-tax return of your portfolio. -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook:...

How to Create a Holistic Financial Strategy

July 10, 2023 10:00 - 14 minutes - 9.79 MB

In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources 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 Guide To An Early Retirement -> NEW eBook: Health Insurance For An E...

What To Do With Your 401(k) Once You Retire / Leave Employment?

July 03, 2023 10:00 - 15 minutes - 10.4 MB

In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment. 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 Retire...

5 Reasons To Consider Retiring EARLY Today (from my clients)

June 26, 2023 10:00 - 10 minutes - 7.27 MB

In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today. 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 Let's C...

How To Balance Health & Wealth For An Early Retirement (Special Guest)

June 23, 2023 22:00 - 35 minutes - 24.5 MB

Full video on YouTube here -> How To Balance Health & Wealth For An Early Retirement Create Your Custom Early Retirement Strategy -> Start 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). Have you ever sacrificed your health in pursuit of financial freedom? Our guest, Alex, a 41-year-old software engineer, shares his inspiring j...

Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes

June 19, 2023 10:00 - 16 minutes - 11.2 MB

In today's episode of the Early Retirement Podcast, Ari discusses how to plan for Deferred Compensation for 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 Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED ...

Announcement: NEW eBook is live! Health Insurance for An Early Retirement

June 13, 2023 18:00 - 11 minutes - 7.89 MB

In today's episode of the Early Retirement Podcast, Ari announces his new eBook, "The Complete Guide To Health Insurance For An Early Retirement" DOWNLOAD THE NEW EBOOK HERE! Summary: Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the release of my new e-book, "The Complete Guide to Health Insurance for an Early Retirement," which aims to provide you with the knowledge and con...

30+ Reasons To Retire Early (as if you needed more..)

June 12, 2023 10:00 - 13 minutes - 9.6 MB

In today's episode of the Early Retirement Podcast, Ari discusses 30+ reasons to retire early TODAY.  Download my eBook TODAY: -> 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 Retire Early -> Free E-Book: A Complete Guide To An Early Retirement ...

3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!

June 05, 2023 10:00 - 16 minutes - 11.4 MB

In today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow. 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 Let's Connect! Website YouTube ...

"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"

May 29, 2023 10:00 - 16 minutes - 11.3 MB

In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. 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 Let's Connect! W...

4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well

May 22, 2023 10:00 - 15 minutes - 10.6 MB

In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. 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...