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

Author: Ari Taublieb, CFP®, MBA

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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).

347 Episodes
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Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/a60c21 Most retirement relocation conversations start and end with Florida, Arizona, or Texas. The states that actually deserve more attention tend to get skipped over because they are less obvious, not because they are less compelling. In this video, Ari covers four states that rarely appear at the top of retirement destination lists, each worth knowing about for different reasons ...
Ready to retire early? Start here ⬇️ → https://learn.rootfinancial.com/64e423 The tax difference between retiring in California and retiring in a state with no income tax can add up to a significant amount over a long retirement. For some people, that gap is large enough to change when they can stop working. For others, it is real money that still does not outweigh what they would be giving up. In this video, Ari walks through five tax-friendly states worth knowing about, alongside the rese...
Sometimes the math is the easy part. In this episode, Ari responds to a voicemail from a listener who, on paper, looks like a retirement planning success story. Strong income, a meaningful pension, a well-funded portfolio, and a clear sense of how much they want to spend. The numbers point in the right direction before anyone has done the math. But the more interesting questions are never the obvious ones. Ari starts where he always does, not with the account balance, but with the spending...
Sometimes the question is not whether you can retire. It is whether you are willing to be honest about what retiring early can look like. In this episode, Ari responds to a voicemail from a couple with a target retirement date, a month picked out, and a plan that looks solid on the surface. Two homes, multiple account types, a pension on the horizon, and a spending goal that seems reasonable. But the more interesting question is not whether the math works. It is whether the life they are bui...
Healthcare is one of the biggest fears keeping people from retiring early. But for many future retirees, the actual cost is not the problem. The uncertainty is. In this episode, Ari Taublieb, CFP®, responds to a listener hoping to retire at age 60 with approximately $1.9 million saved between retirement accounts, a brokerage account, and a Roth IRA. While the numbers appear solid, one concern continues to stand in the way: how to pay for healthcare before Medicare begins at age 65. L...
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