Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) – Détails, épisodes et analyse
Détails du podcast
Informations techniques et générales issues du flux RSS du podcast.
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Fréquence : 1 épisode/6j. Total Éps: 275
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).
Classements récents
Dernières positions dans les classements Apple Podcasts et Spotify.
Apple Podcasts
🇺🇸 États-Unis - investing
31/07/2025#78🇺🇸 États-Unis - investing
30/07/2025#89🇺🇸 États-Unis - investing
29/07/2025#81🇺🇸 États-Unis - investing
28/07/2025#83🇺🇸 États-Unis - investing
27/07/2025#69🇺🇸 États-Unis - investing
26/07/2025#71🇺🇸 États-Unis - investing
25/07/2025#75🇺🇸 États-Unis - investing
24/07/2025#84🇺🇸 États-Unis - investing
23/07/2025#72🇺🇸 États-Unis - investing
22/07/2025#65
Spotify
Aucun classement récent disponible
Liens partagés entre épisodes et podcasts
Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.
See allQualité et score du flux RSS
Évaluation technique de la qualité et de la structure du flux RSS.
See allScore global : 63%
Historique des publications
Répartition mensuelle des publications d'épisodes au fil des années.
The Complete Guide To Optimizing Healthcare Costs Before 65
Épisode 195
lundi 2 septembre 2024 • Durée 25:39
Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement.
In this episode, you'll learn how to determine your own healthcare cost (pre-65), how to qualify for federal subsidy, how to determine if you should do Roth Conversions instead, and pro tips from our clients who retired early and kept healthcare cost low.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
The Complete Guide To Implementing Roth Conversions: Tax Strategy
Épisode 194
lundi 26 août 2024 • Durée 26:21
Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.
Understand the role of when conversions make sense and when they don't. That's what this episode is all about.
Begin optimizing what you've worked so hard for and implement conversions when applicable.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
How To Manage Cash Flow Before & Throughout Retirement
Épisode 186
lundi 24 juin 2024 • Durée 25:48
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. Understand the importance of aligning your retirement spending with your personal lifestyle goals and how a few extra working years can make a significant difference, especially if you're planning to support children through college or undertake large expenses like home renovations.
Learn the secrets to tackling early retirement challenges with a focus on longevity and financial sustainability. We delve into strategies for adjusting spending based on life expectancy and managing big expenses before you retire to mitigate financial risks. We'll also emphasize the necessity of maintaining an emergency fund and introducing the concept of a "sleep number" for greater peace of mind. Finally, we cover best practices for managing cash flow in retirement, including savvy fund allocation and the potential advantages of I-bonds depending on interest rates. Don’t miss these invaluable insights for securing your financial future and ensuring a stress-free retirement.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Top 5 Retirement Mistakes To Avoid (From My Clients)!
Épisode 99
lundi 14 novembre 2022 • Durée 16:49
In today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so.
Retirement mistakes to avoid
- Retiring at the wrong time
- Not spending MORE (not a typo)
- Not having a strategy
- Supporting adult children
- Focusing on one risk
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 with Ari (Initial Consultation Call) ⬇️
I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Everything You Need To Know To Retire Before Age 65
Épisode 98
lundi 7 novembre 2022 • Durée 21:55
In today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about).
Questions answered:
- What do I need to know to retire before age 65?
- What is the optimal portfolio in retirement?
- How can I think about an early retirement (and what steps to take)?
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 with Ari (Initial Consultation Call) ⬇️
I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
How To Use Your IRA To Take Advantage Of This Market Downturn
Épisode 97
lundi 31 octobre 2022 • Durée 15:23
In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.
Questions answered:
- How can I implement a Roth Conversion?
- What is the best strategy to determine if a Roth Conversion makes sense?
- What other strategies exist to 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).
Want a custom strategy to retire early?
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 looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)
Épisode 96
lundi 24 octobre 2022 • Durée 17:14
In today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan!
Questions answered:
- Do I need to pay off my mortgage before I retire?
- What is the optimal portfolio in retirement?
- How can I maximize income in 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 with Ari (Initial Consultation Call) ⬇️
I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
3 Ways To Create Tax-Free Income (Yes, 0% Taxes)
Épisode 95
lundi 17 octobre 2022 • Durée 21:52
How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more!
Questions answered:
- How can you best use a Roth IRA to create tax-free income throughout retirement?
- How can a 401(k) best be withdrawn to minimize taxes?
- When does it make sense to use a brokerage account to withdraw funds for tax-free income in 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).
Want a custom strategy to retire early?
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 looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
This Is Why You Shouldn't Only Own The S&P 500 Index
Épisode 94
lundi 10 octobre 2022 • Durée 18:27
S&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio.
*Microphone issue! I apologize for the microphone issues as an issue came up during recording.
Questions answered:
- How can I use the S&P 500 to supplement my portfolio?
- How should I be invested if I want to retire early?
- How should I shift my investment strategy with this information.
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).
Want a custom strategy to retire early?
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 looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
What No One Tells You About Creating Financial Freedom
Épisode 93
lundi 3 octobre 2022 • Durée 10:11
In today's episode, you will learn the secret no one tells you about creating financial freedom.
Questions answered:
- How can I live today without sacrificing my future?
- How can an early retirement help me maximize my income over time?
- How can extra work in retirement, for less pay, impact my overall retirement plan?
Ari Taublieb, MBA is a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Want a custom strategy to retire early?
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 looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
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 is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Podcasts Similaires Basées sur le Contenu
