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).

350 Episodes
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The mistake most people make heading into retirement is not saving too little. It is saving too much, in the wrong places, and then spending retirement too cautiously to enjoy it. Ari walks through nine lessons drawn from client conversations and research, and most of them point in the same direction. The number in your account matters less than the after-tax income it can generate and whether you are actually willing to spend it. A few of the lessons challenge common assumptions directly. ...
Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/c4f8d0 The most common regret Ari hears from retirees is not that they ran out of money. It is that they waited too long to start enjoying it. This video covers seven lessons drawn from client conversations, and most of them point to the same underlying problem: people build investment plans but not spending plans. Knowing how much you have is different from knowing how much you can...
Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/e6f2e4 Vanguard's 2026 How America Saves report covers data from over five million retirement plan participants, and the numbers reveal something more useful than whether you are ahead or behind: they show what actually drives retirement outcomes. Ari walks through the key findings and what they mean for people trying to retire early. The average 401k balances by age are lower than ...
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...
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