Latest Save on taxes Podcast Episodes
My Story | Why Do I Do This?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - July 08, 2024 10:00 - 25 minutes ★★★★★ - 31 ratingsI didn't like financial advisors growing up - so why did I become one? 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 ...
Where Should I Withdraw Money From First In Retirement?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - July 01, 2024 10:00 - 26 minutes ★★★★★ - 31 ratingsMost 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 ...
How To Manage Cash Flow Before & Throughout Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - June 24, 2024 10:00 - 25 minutes ★★★★★ - 31 ratingsWhat 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...
A Real-Life Story Of Investing Too Well For Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - June 17, 2024 10:00 - 28 minutes ★★★★★ - 31 ratingsThis 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 ...
Here’s How To Determine If You Should Keep Or Break Up With Your Advisor
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - June 10, 2024 10:00 - 29 minutes ★★★★★ - 31 ratingsCreate 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 f...
How To Create An Anti-Cookie Cutter Investment Portfolio
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - June 03, 2024 10:00 - 19 minutes ★★★★★ - 31 ratingsCreate 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 an...
How Much Should I Be Saving To Retire Early?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - May 27, 2024 10:00 - 20 minutes ★★★★★ - 31 ratingsCreate 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 treasu...
A Complete Guide To Inheriting Money (Tax Planning)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - May 20, 2024 10:00 - 26 minutes ★★★★★ - 31 ratingsCreate 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 securin...
4 Steps To Determine When You Can Retire Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - May 13, 2024 10:00 - 22 minutes ★★★★★ - 31 ratingsCreate 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 gu...
Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - May 06, 2024 10:00 - 25 minutes ★★★★★ - 31 ratingsCreate 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 st...
How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - April 29, 2024 10:00 - 22 minutes ★★★★★ - 31 ratingsCreate 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...
5 Steps To Navigating Health Insurance When Retiring Before Age 65
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - April 22, 2024 10:00 - 20 minutes ★★★★★ - 31 ratingsCreate 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 div...
3 Regrets From My Clients Who Retired Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - April 15, 2024 10:00 - 18 minutes ★★★★★ - 31 ratingsCreate 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...
3 Classic Early Retirement Mistakes To Avoid
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - April 08, 2024 10:00 - 18 minutes ★★★★★ - 31 ratingsCreate 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 co...
5 Situations When It Does NOT Make Sense To Implement Roth Conversions
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - April 01, 2024 10:00 - 18 minutes ★★★★★ - 31 ratingsCreate 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 pla...
Do We Have Enough To Retire (And Never Go Back To Work)?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - March 25, 2024 10:00 - 21 minutes ★★★★★ - 31 ratingsCreate 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 mo...
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - March 18, 2024 10:00 - 15 minutes ★★★★★ - 31 ratingsCreate 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 ...
This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - March 11, 2024 10:00 - 16 minutes ★★★★★ - 31 ratingsCreate 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 ...
How To Protect Against Retiring, Getting Unlucky and Having To Work Again
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - March 04, 2024 11:00 - 21 minutes ★★★★★ - 31 ratingsCreate 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 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 gr...
A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - February 26, 2024 11:00 - 23 minutes ★★★★★ - 31 ratingsCreate 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 savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic...
Why Most People Pick The Wrong Asset Allocation For An Early Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - February 19, 2024 11:00 - 24 minutes ★★★★★ - 31 ratingsCreate 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 how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-s...
"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - February 15, 2024 19:00 - 48 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here 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...
Here's How Social Security Gets Impacted When Retiring Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - February 05, 2024 11:00 - 21 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your...
This Is How To Retire Early Without Worrying About Running Out Of Money
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - January 29, 2024 11:00 - 21 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your...
5 Easy Steps To Know If You're On Track To Retire Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - January 22, 2024 11:00 - 21 minutes ★★★★★ - 31 ratingsCreate 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" wh...
3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - January 15, 2024 11:00 - 22 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here 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 l...
(10 MISTAKES) When Retiring Early...
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - January 08, 2024 11:00 - 20 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here 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)...
5 Tips From My Clients Who Retired Early Successfully
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - January 01, 2024 11:00 - 18 minutes ★★★★★ - 31 ratingsIn 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 Strat...
The 3 Levels Of An Early Retirement | What Level Are YOU At?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - December 25, 2023 11:00 - 28 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here 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 O...
7 Things To Optimize Your Finances Before Year-End (Checklist)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - December 18, 2023 11:00 - 29 minutes ★★★★★ - 31 ratingsCreate Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here 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 20...
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