Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
251 episodes - English - Latest episode: 7 days ago - ★★★★★ - 31 ratingsAri 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).
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
How To Know When You Should Stop Working
August 01, 2022 10:00 - 12 minutes - 8.39 MBThere are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (when ON TRACK)? How does this...
The #1 Retirement Secret - When To Stop Saving For Retirement
July 25, 2022 10:00 - 9 minutes - 6.39 MBOur topic on this episode of the Early Retirement podcast is about when to stop saving for retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (if on track)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forwa...
The Retirement Lifestyle Secret Nobody Talks About - When To Stop Saving For Retirement
July 25, 2022 10:00 - 9 minutes - 6.39 MBOur topic on this episode of the Early Retirement podcast is about when to stop saving for retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (if on track)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Po...
Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement
July 18, 2022 10:00 - 10 minutes - 7.39 MBOur topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement. Questions Answered What activities create the most meaningful retirement? How can you start practicing retirement before being retired? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our ser...
The Most Fulfilling Activities For a Meaningful Retirement
July 18, 2022 10:00 - 10 minutes - 7.39 MBOur topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement. Questions Answered What activities create the most meaningful retirement? How can you start practicing retirement before being retired? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issu...
Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement
July 11, 2022 10:00 - 9 minutes - 6.36 MBOur topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement. Questions Answered What are the primary benefits of Roth IRAs in retirement? When does it make sense to contribute to Roth IRAs? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services,...
The Amazing Benefits of Roth IRAs in Retirement
July 11, 2022 10:00 - 9 minutes - 6.36 MBOur topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement. Questions Answered What are the primary benefits of Roth IRAs in retirement? When does it make sense to contribute to Roth IRAs? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Ro...
Social Security Benefits - How To Optimize Your Retirement Income
July 04, 2022 10:00 - 11 minutes - 7.7 MBOur topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits. Questions Answered Should you collect Social Security early? When does it make most sense to collect Social Security? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach...
How To Optimize Your Social Security Benefits
July 04, 2022 10:00 - 11 minutes - 7.7 MBOur topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits. Questions Answered Should you collect Social Security early? When does it make most sense to collect Social Security? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation,...
A Complete Guide To Surviving Bear Markets
June 27, 2022 10:00 - 11 minutes - 7.65 MBOur topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets. Questions Answered How should you invest in a bear market? What should you consider when it comes to bear markets (and its impact on retirement)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best ...
Special Announcement - I'm Featured on the Ready for Retirement Podcast!
June 21, 2022 10:00 - 4 minutes - 2.88 MBI was recently featured on the Ready for Retirement Podcast! Full episode available here on the podcast apps and also here on YouTube. Also, I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Earl...
Special Announcement: I'm Featured on the Ready for Retirement Podcast!
June 21, 2022 10:00 - 4 minutes - 2.88 MBI was recently featured on the Ready for Retirement Podcast! Full episode available here on the podcast apps and also here on YouTube. Also, I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, sub...
5 Tax Opportunities To Consider Every Year
June 20, 2022 10:00 - 12 minutes - 8.53 MBOur topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple P...
Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year
June 20, 2022 10:00 - 12 minutes - 8.53 MBOur topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you ex...
Personal Finance in Retirement - How To Maximize Your Retirement Finances
June 13, 2022 10:00 - 12 minutes - 8.43 MBOur topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything you want. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-d...
Why Personal Finance Is More Personal Than Finance (And How You Can Maximize Your Financial Life)
June 13, 2022 10:00 - 12 minutes - 8.43 MBOur topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything you want. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't mi...
401(k) v. Roth 401(k) - What's Better For Your Situation?
June 06, 2022 10:00 - 12 minutes - 8.53 MBOur topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss a...
Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?
June 06, 2022 10:00 - 12 minutes - 8.53 MBOur topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth...
Why You Should Rebalance Your Portfolio
May 30, 2022 10:00 - 12 minutes - 8.29 MBOur topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher,...
Retirement Portfolio - Why & How You Should Rebalance Your Portfolio
May 30, 2022 10:00 - 12 minutes - 8.29 MBOur topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it look...
5 Things I Wish I Knew About Money When I Was Younger
May 23, 2022 10:00 - 9 minutes - 6.73 MBOur topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to ...
Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire
May 16, 2022 10:00 - 10 minutes - 7.58 MBOur topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to ...
Why You Shouldn't Depend On A Monte Carlo Analysis To Retire
May 16, 2022 10:00 - 10 minutes - 7.58 MBOur topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe ...
Retirement Income - How To Optimize Your Finances In Retirement
May 09, 2022 10:00 - 12 minutes - 8.33 MBOur topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Want a custom strategy to re...
How To Optimize Your Finances With Your Life
May 09, 2022 10:00 - 12 minutes - 8.33 MBOur topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcas...
How Much Money Do You Need To Be Financially Free?
May 02, 2022 10:00 - 11 minutes - 7.93 MBOur topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Ap...
Financial Freedom - How Much Money Do You Need To Be "Money Free"?
May 02, 2022 10:00 - 11 minutes - 7.93 MBOur topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Early Retirement ...
Bear Markets in Retirement - A New Way To Think About Market Downturns
April 25, 2022 10:00 - 10 minutes - 7.26 MBOur topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Early Retirement ...
A New Way To Think About Market Downturns
April 25, 2022 10:00 - 10 minutes - 7.26 MBOur topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Ap...
Retirement Investing - 5 Tips To Know
April 18, 2022 10:00 - 13 minutes - 8.97 MBOur topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Early Retirement Pod...
5 Investing Tips Every Investor Should Know
April 18, 2022 10:00 - 13 minutes - 8.97 MBOur topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple...
3 Key Rules To Retire Early
April 11, 2022 10:00 - 11 minutes - 7.7 MBOur topic on this episode of the Early Retirement podcast is about the three key rules to retire early. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitc...
Early Retirement - 3 Key Rules To Retire Early
April 11, 2022 10:00 - 11 minutes - 7.7 MBOur topic on this episode of the Early Retirement podcast is about the three key rules to retire early. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Early Retirement Podcast: I'm a fin...
Retirement Annuities: Should I Buy An Annuity For Guaranteed Income?
April 04, 2022 10:00 - 11 minutes - 8.18 MBOur topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Early Ret...
Should I Buy An Annuity For Guaranteed Income?
April 04, 2022 10:00 - 11 minutes - 8.18 MBOur topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscrib...
Investing Strategy Tip - Should I Just Buy & Hold My Investments?
March 28, 2022 10:00 - 12 minutes - 8.32 MBOur topic on this episode of the Early Retirement podcast is about buying and holding investments. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Early Retirement Podcast: I'm a financia...
Should I Just Buy & Hold My Investments?
March 28, 2022 10:00 - 12 minutes - 8.32 MBOur topic on this episode of the Early Retirement podcast is about buying and holding investments. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, ...
How To Prioritize Your Financial Goals
March 21, 2022 10:00 - 14 minutes - 9.91 MBOur topic on this episode of the Early Retirement podcast is about prioritizing your financial goals. Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish? FREE Checklist: Prioritize Your Financial Goals NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purch...
Retirement Goals - How To Prioritize Your Financial Goals
March 21, 2022 10:00 - 14 minutes - 9.91 MBOur topic on this episode of the Early Retirement podcast is about prioritizing your financial goals. Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish? FREE Checklist: Prioritize Your Financial Goals NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to mo...
Tax Return Checklist: How To Save On Taxes
March 14, 2022 10:00 - 15 minutes - 10.5 MBOur topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below). 2021 Tax Return Checklist NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect! W...
Tax Planning In Retirement - How To Save On Taxes
March 14, 2022 10:00 - 15 minutes - 10.5 MBOur topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below). 2021 Tax Return Checklist NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning...
Roth Conversions: The Secret To Minimizing Your Taxes
March 07, 2022 11:00 - 16 minutes - 11.1 MBOur topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other...
Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes
March 07, 2022 11:00 - 16 minutes - 11.1 MBOur topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with ou...
Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes
March 07, 2022 11:00 - 16 minutes - 11.1 MBOur topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with ou...
Retirement Tips - 5 Tips To Retire Early
February 28, 2022 11:00 - 14 minutes - 9.87 MBOur topic on this episode of the early retirement podcast is about 5 tips to retire early. Questions Answered: What are the best strategies to retire early? What should I consider if I want to retire early? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth plann...
5 Tips To Retire Early
February 28, 2022 11:00 - 14 minutes - 9.87 MBOur topic on this episode of the early retirement podcast is about 5 tips to retire early. Questions Answered: What are the best strategies to retire early? What should I consider if I want to retire early? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Apply Here Let's Connect!...
A Complete Guide To Investing
February 21, 2022 11:00 - 9 minutes - 6.34 MBOur topic on this episode of the Personal Finance Redefined podcast is about FAQs that I receive about investing. Questions Answered: What are the best investments for long-term growth? What investments make most sense based on my individual situation? What are the various types of investments out there? I'm on YouTube! Check out the page here for more content like this. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Infla...
Investing Tips - A Complete Guide To Investing in Retirement
February 21, 2022 11:00 - 9 minutes - 6.34 MBOur topic on this episode of the Personal Finance Redefined podcast is about FAQs that I receive about investing. Questions Answered: What are the best investments for long-term growth? What investments make most sense based on my individual situation? What are the various types of investments out there? I'm on YouTube! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make s...
How To View Cryptocurrency
February 14, 2022 10:00 - 9 minutes - 6.24 MBOur topic on this episode of the Personal Finance Redefined podcast is about cryptocurrency, how to view it, and whether or not it makes sense to have a portion in your portfolio. I'm on YouTube! Check out the page here for more content like this. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website...
Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio?
February 14, 2022 10:00 - 9 minutes - 6.24 MBOur topic on this episode of the Personal Finance Redefined podcast is about cryptocurrency, how to view it, and whether or not it makes sense to have a portion in your portfolio. I'm on YouTube! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it look...