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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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).
Episodes
The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?)
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How Does Root Differ From Traditional Financial Firms?
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How Do We Build The Best Team In The Financial Industry?
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Root's New Community Is Coming! (EXCITING UPDATE)
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How Much Should I Be Saving To Retire Early?
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A Complete Guide To Long-Term Care
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You Don't Need A Tax Preparer. You Need A Tax Planner.
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Here's How To Live A Retirement Without Anxiety
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How Many Investment Firms Should I Split My Money Between?
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Behind The Scenes At Root: A Deep Dive Into Our Business
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7 Steps To Check Off Before Retiring Early
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How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK!
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You Won't Believe How This Couple Retired Early With $500k+
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Here's How To Decide When To Turn On Social Security
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How Do I Invest To Create The Most Income In Retirement?
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How Do I Know When I Can Retire Early (Not Work Forever)?
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Here's Why You Shouldn't Worry Regardless Of Who Is In Office
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How Ari & James Met - Here's How Root Was Founded
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3 Easy Steps For Happiness In Retirement
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STOP! Consider THIS Before Doing a Roth Conversion
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8 Tax Strategies To Consider Before Year-End
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This Is The Danger Of Working One More Year: Goalpost Planning
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5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have)
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How To Discuss Inheritance With Your Parents (with James)
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5 Fun Activities Often Overlooked In Retirement
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