Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) (Ari Taublieb, CFP®, MBA)

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	Pub. Date	Title	Duration
	28 Feb 2022	Retirement Tips - 5 Tips To Retire Early	00:14:19
Our topic on this episode of the early retirement podcast is about 5 tips to retire early. Questions Answered: What are the best strategies to retire early? What should I consider if I want to retire early? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 ( 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	07 Mar 2022	Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes	00:16:10
Our topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. Become a retiree and enjoy everything you've been waiting for your whole li 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	14 Mar 2022	Tax Planning In Retirement - How To Save On Taxes	00:15:16
Our topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below). 2021 Tax Return Checklist NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. Become a retiree and enjoy everything you've been waiting for your whole life (and start practi 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	21 Mar 2022	Retirement Goals - How To Prioritize Your Financial Goals	00:14:22
Our topic on this episode of the Early Retirement podcast is about prioritizing your financial goals. Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish? FREE Checklist: Prioritize Your Financial Goals NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	28 Mar 2022	Investing Strategy Tip - Should I Just Buy & Hold My Investments?	00:12:03
Our topic on this episode of the Early Retirement podcast is about buying and holding investments. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 exampl 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	04 Apr 2022	Retirement Annuities: Should I Buy An Annuity For Guaranteed Income?	00:11:50
Our topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	11 Apr 2022	Early Retirement - 3 Key Rules To Retire Early	00:11:08
Our topic on this episode of the Early Retirement podcast is about the three key rules to retire early. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 e 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	18 Apr 2022	Retirement Investing - 5 Tips To Know	00:13:00
Our topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 lea 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	25 Apr 2022	Bear Markets in Retirement - A New Way To Think About Market Downturns	00:10:30
Our topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	02 May 2022	Financial Freedom - How Much Money Do You Need To Be "Money Free"?	00:11:29
Our topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. 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 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	16 May 2022	Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire	00:10:58
Our topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	23 May 2022	5 Things I Wish I Knew About Money When I Was Younger	00:09:44
Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	09 May 2022	Retirement Income - How To Optimize Your Finances In Retirement	00:12:03
Our topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	30 May 2022	Retirement Portfolio - Why & How You Should Rebalance Your Portfolio	00:12:00
Our topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	06 Jun 2022	Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?	00:12:21
Our topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	13 Jun 2022	Personal Finance in Retirement - How To Maximize Your Retirement Finances	00:12:12
Our topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything you want. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	20 Jun 2022	Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year	00:12:21
Our topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	21 Jun 2022	Special Announcement - I'm Featured on the Ready for Retirement Podcast!	00:04:08
I was recently featured on the Ready for Retirement Podcast! Full episode available here on the podcast apps and also here on YouTube. Also, I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Early Retirement Podcast: I'm a financial advisor who specializes in helping clients navigate retirement. I get it..retirement can feel overwhelming (especially an early retirement)! Does it just feels 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? My goal is to create the best retirement podcast (specifically, early retirement!) so you can reach your goals. Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE! 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. Become a retiree and enjoy everything you've been waiting for yo 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	04 Jul 2022	Social Security Benefits - How To Optimize Your Retirement Income	00:11:08
Our topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits. Questions Answered Should you collect Social Security early? When does it make most sense to collect Social Security? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	27 Jun 2022	A Complete Guide To Surviving Bear Markets	00:11:04
Our topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets. Questions Answered How should you invest in a bear market? What should you consider when it comes to bear markets (and its impact on retirement)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	25 Jul 2022	The #1 Retirement Secret - When To Stop Saving For Retirement	00:09:14
Our topic on this episode of the Early Retirement podcast is about when to stop saving for retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (if on track)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	18 Jul 2022	Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement	00:10:42
Our topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement. Questions Answered What activities create the most meaningful retirement? How can you start practicing retirement before being retired? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	11 Jul 2022	Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement	00:09:11
Our topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement. Questions Answered What are the primary benefits of Roth IRAs in retirement? When does it make sense to contribute to Roth IRAs? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	01 Aug 2022	Retire Sooner - How To Know When You Should Stop Working	00:12:09
There are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (when ON TRACK)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure 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. Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answered on a future episode? Submit it 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	08 Aug 2022	Retirement 101 - What Are The Primary Issues To Consider Before I Retire?	00:18:07
The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)! The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist Questions Answered What are the primary considerations when it comes to retiring? When does it make most sense to consider retirement? How does tax planning impact your overall strategy? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play Have a question you want answe 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	15 Aug 2022	Why Should You Consider An Early Retirement? A Real-Life Story	00:18:17
Why retire early? It's all about financial freedom. Retirement can feel overwhelming. In this episode, we will learn the benefits of early retirement and alternative strategies. Not only that, Why did I choose to pursue a career helping people retire early? Questions Answered: What are the primary considerations when it comes to retiring early? When does it make the most sense to consider early retirement? Why am I passionate about helping people retire early? I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here! Want a custom strategy to retire early? Get Started Today Here 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. 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. Let's Connect! Website YouTube Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	22 Aug 2022	5 Tips To Prepare for Retirement (While You're Working)	00:11:26
Making a retirement plan is a crucial step in your financial path, regardless of your age. No matter if you want to retire in five or thirty years, it's critical to plan your retirement so that you can live a financially secure life. You will get through this journey with the aid of preparation, intentional spending, and maintaining your focus on the kind of future you really want. So in this episode, we will talk about how you can prepare for retirement while you are still working. Enlighten yourself with eye-opening questions like, What are you planning to do in retirement? What assets do you have to make your retirement financially secure? What are your tradeoffs? What about work alternatives? What's your ultimate retirement goal? I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here! Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	29 Aug 2022	How To Determine How Much You Want To Spend In Retirement	00:11:28
Early retirement can be a big commitment, and it's important to make sure you have a good idea of how much money you'll need in order to support yourself. You might think that you'll only have to pay for rent and food, but there are other things to consider as well. It's quite a bit easier to plan your expenses if you know what they are now and how they might change during retirement. For example, How many years do you have until you retire? If it's less than 10 years away, then your expenses should be lower than if it were 20 or 30 years away. Do you have any debts? If so, make sure those debts are paid off before retiring so they won't continue adding up interest charges after retiring from work. Are there expected annual expenses for any items that are annual like property taxes or car registration fees (if applicable)? When you're planning for retirement, it's important to consider all of the expenses that will be coming your way. If you're retiring early and want to determine how much you should spend in retirement, listen to this episode. Retirement planning is important and can help you determine how much you want to spend in retirement 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! Want a custom strategy to retire early? Get Started Today Here 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. Let's Connect! Website YouTube LinkedIn Instagram ENJOYED THE SHOW? Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	12 Sep 2022	5 Most Important Parts Of A Successful Financial Plan	00:13:08
In today's episode, you will learn the 5 most important parts of what builds a successful financial plan (and what to avoid). Want a custom strategy to retire early? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	05 Sep 2022	When You Should & Should NOT Hire A Financial Advisor	00:18:21
I don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had. When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values. Want a custom strategy to retire early? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	19 Sep 2022	Where To Pull Income From When You Retire Early	00:18:03
In today's episode, you will learn where to pull income from if you want to retire early. Want a custom strategy to retire early? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	26 Sep 2022	How To Know When To Stop Working	00:10:19
In today's episode, you will learn how to know when you should stop working. Want a custom strategy to retire early? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	03 Oct 2022	What No One Tells You About Creating Financial Freedom	00:10:11
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? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	10 Oct 2022	This Is Why You Shouldn't Only Own The S&P 500 Index	00:18:27
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? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	17 Oct 2022	3 Ways To Create Tax-Free Income (Yes, 0% Taxes)	00:21:52
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? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	24 Oct 2022	Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)	00:17:14
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) ⬇️ Schedule Here 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! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	31 Oct 2022	How To Use Your IRA To Take Advantage Of This Market Downturn	00:15:23
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? Get Started Today Here 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! Website YouTube LinkedIn Instagram 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	07 Nov 2022	Everything You Need To Know To Retire Before Age 65	00:21:55
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) ⬇️ Schedule Here 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! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	14 Nov 2022	Top 5 Retirement Mistakes To Avoid (From My Clients)!	00:16:49
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) ⬇️ Schedule Here 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! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	21 Nov 2022	How To Build A Customized All-Weather Investment Portfolio	00:15:02
In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio. Questions answered: How can I make sure my investments are allocated for my goals? What are the most important things to consider when building a portfolio? What is the best strategy to retire early? 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	28 Nov 2022	How Much "Safe" Money Do You Need At All Times?	00:17:30
In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need. Questions answered: How much of an emergency fund do you need? What are the most important things to consider when thinking about retirement planning? What is the best strategy to retire early? 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	05 Dec 2022	A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)	00:18:19
In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion. Questions answered: How can I effectively implement Roth Conversions? What are the biggest benefits of a Donor-Advised Fund? What is the best strategy to save on taxes when I do charitable giving? 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	12 Dec 2022	How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!	00:18:07
In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free. Get your FREE 2023 Tax Guide (referenced during the show) Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of life with your money. 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. Create Your Custom Strategy To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	19 Dec 2022	How To Avoid The #1 Retirement Mistake & Create True Financial Freedom	00:22:01
In today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and stories from research/clients on how to maximize your financial life. Get your FREE 2023 Tax Guide here! 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	26 Dec 2022	7 Tips To Optimize Your Money Before Year-End (Checklist)	00:11:01
In today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end. Get your FREE 2023 Tax Guide here! 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	02 Jan 2023	8 Key Considerations in 2023 (and what to AVOID)	00:16:53
In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances. Get your FREE 2023 Tax Guide here! 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 To Retire Clearly Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	09 Jan 2023	A Complete Guide To A Successful Retirement (Client Stories)	00:12:24
In today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement. Get your FREE 2023 Tax Guide here! 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	06 Feb 2023	Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions	00:15:27
In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums. NEW! Free E-Book: A Complete Guide To An Early 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	16 Jan 2023	3 Tips To Retire Early And Not Run Out of Money	00:16:46
In today's episode of the Early Retirement Podcast, Ari discusses 3 tips to not run out of money if you retire early. NEW! Free E-Book: A Complete Guide To An Early 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	23 Jan 2023	Top 5 Options for Health Insurance If You Retire Early	00:16:44
In today's episode of the Early Retirement Podcast, Ari discusses 5 options for health insurance if you retire early. NEW! Free E-Book: A Complete Guide To An Early 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	30 Jan 2023	A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)	00:19:51
In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement. NEW! Free E-Book: A Complete Guide To An Early 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	13 Feb 2023	How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions	00:21:58
In today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you 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). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	20 Feb 2023	5 Tips From My Wealthiest Clients On How They Retired Early	00:19:29
In today's episode of the Early Retirement Podcast, Ari discusses the 5 tips his wealthiest clients implemented to retire. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	27 Feb 2023	How To Plan When There Is A Significant Age Gap Between Spouses	00:21:35
In today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	06 Mar 2023	How To Create The Perfect Asset Allocation	00:15:10
In today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	13 Mar 2023	3 Tips On Perspective When Investing To Retire Early	00:17:14
In today's episode of the Early Retirement Podcast, Ari discusses how to view investing after a terrible year in the market. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	20 Mar 2023	Should I Pay Off My Mortgage Early or Invest?	00:15:19
In today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	16 Mar 2023	EXTRA Episode - 10 Minutes for the Next 50 Years Of Retirement (Story)	00:10:22
100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool. 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 To Retire Early Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	27 Mar 2023	How Much Money Is Needed To Retire Early?	00:19:07
In today's episode of the Early Retirement Podcast, Ari discusses how much money is needed in order to retire early. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	03 Apr 2023	How To Make Sure Your Money Is Safe	00:15:33
In today's episode of the Early Retirement Podcast, Ari discusses how much money is safe. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	10 Apr 2023	5 Strategies To Reduce Required Minimum Distributions	00:24:50
In today's episode of the Early Retirement Podcast, Ari discusses 5 strategies to reduce Required Minimum Distributions (RMDs). 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	17 Apr 2023	How To Invest Your "Bridge" Account To Retire Early Like A Pro	00:15:03
In today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	24 Apr 2023	Should You Self-Insure or Buy Long-Term Care Insurance?	00:13:13
In today's episode of the Early Retirement Podcast, Ari discusses whether you should self-insure or buy Long-Term Care Insurance. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	01 May 2023	5 Misconceptions About Retiring Early To Please AVOID	00:18:56
In today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	08 May 2023	3 Habits To Avoid When Considering An Early Retirement	00:11:26
In today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	15 May 2023	To Roth Conversion or To NOT Roth Conversion..	00:17:12
In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	22 May 2023	4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well	00:15:24
In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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 Start Here 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. These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now) 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	29 May 2023	"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"	00:16:26
In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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 Start Here 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. These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now) 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	05 Jun 2023	3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!	00:16:37
In today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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 Start Here 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. These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now) 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	12 Jun 2023	30+ Reasons To Retire Early (as if you needed more..)	00:13:56
In today's episode of the Early Retirement Podcast, Ari discusses 30+ reasons to retire early TODAY. Download my eBook TODAY: -> Free E-Book: A Complete Guide To An Early 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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 Start Here 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. These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now) 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	19 Jun 2023	Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes	00:16:17
In today's episode of the Early Retirement Podcast, Ari discusses how to plan for Deferred Compensation for an Early 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn 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 Start Here 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. These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now) 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	26 Jun 2023	5 Reasons To Consider Retiring EARLY Today (from my clients)	00:10:33
In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Let's Connect! Website YouTube LinkedIn 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 Start Here 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. These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now) 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	03 Jul 2023	What To Do With Your 401(k) Once You Retire / Leave Employment?	00:15:06
In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	10 Jul 2023	How to Create a Holistic Financial Strategy	00:14:13
In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Let's Connect! Website YouTube LinkedIn 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	13 Jun 2023	Announcement: NEW eBook is live! Health Insurance for An Early Retirement	00:11:26
In today's episode of the Early Retirement Podcast, Ari announces his new eBook, "The Complete Guide To Health Insurance For An Early Retirement" DOWNLOAD THE NEW EBOOK HERE! Summary: Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the release of my new e-book, "The Complete Guide to Health Insurance for an Early Retirement," which aims to provide you with the knowledge and confidence needed to take charge of your retirement plans and health insurance options. Join me in this episode as I explore the various health insurance options available for early retirees, including COBRA, private marketplaces, state health insurance exchanges, and more. I also discuss the pros and cons of different plans, as well as important strategies like using health savings accounts and health reimbursement accounts. Download the e-book for free by clicking on the link in the description and start living the life you've always dreamed of, without worrying about health insurance costs! Let's retire early with confidence and make the most of our precious time. 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Have a question you want to be answered on a future episode? Please submit your questions here. Summary: Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the release of my new e-book, "The Complete Guide to Health Insurance for an Early Retirement," which aims to provide you with the knowledge and confidence needed to take charge of your retirement plans and health insurance options. Join me in this episode as I explore 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	23 Jun 2023	How To Balance Health & Wealth For An Early Retirement (Special Guest)	00:35:34
Full video on YouTube here -> How To Balance Health & Wealth For An Early Retirement Create Your Custom Early Retirement Strategy -> Start Here 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). Have you ever sacrificed your health in pursuit of financial freedom? Our guest, Alex, a 41-year-old software engineer, shares his inspiring journey towards financial independence since 2017 and how prioritizing his well-being became an essential part of it. Listen in as we uncover Alex's struggles with work addiction, health challenges, and the valuable lessons he's learned about the importance of balance and mindfulness in achieving both financial and personal fulfillment. In the first part of our conversation, we explore how a back injury and a type 2 diabetes diagnosis led Alex to reevaluate his priorities and focus on creating a life that values both financial security and health. As we discuss his career trajectory and the impact of overworking, Alex sheds light on the dangers of neglecting personal well-being and its long-term consequences on relationships and overall happiness. If you've ever felt consumed by your career, this episode will serve as a much-needed wake-up call to reassess your priorities and make meaningful changes. Lastly, we dive into the guardrails approach to retirement planning and how it compares to the traditional 4% rule. Alex and I discuss the benefits of this flexible strategy that allows for optimized money management and adaptable withdrawals. As you listen to Alex's story, you'll feel inspired to start planning for the life you genuinely desire, prioritizing both your financial and personal well-being. Join us in this thought-provoking conversation and start thinking differently about your own journey to financial independence. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	17 Jul 2023	How To Increase Returns With Strategic Asset Location (And What To Avoid)	00:20:06
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). Apologies for audio issue at the beginning! What was cutoff: Asset Allocation: the returns of your portfolio. Asset Location: the after-tax return of your portfolio. -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Today's episode: We'll delve into the world of asset location and how it can dramatically impact your retirement planning. It's about more than just diversifying your investments; it’s about understanding the strategic importance of the different types of accounts you have and how to maximize their potential. Plus, a listener question about retiring early at 61 sparks a valuable conversation about investing wisely and living a life that aligns with your desires. Now, imagine if you could strategically pay 0% taxes during your retirement years, wouldn't that be a game changer? This episode is all about maximizing your after-tax returns through smart asset location. While it might be tempting to focus on tax savings, we highlight why it could be more beneficial to prioritize long-term wealth growth. We also debunk some common misconceptions, like why bonds might not be the best investments for Roth Accounts. Get ready for an enlightening discussion that will challenge conventional wisdom and offer new perspectives on retirement planning. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	24 Jul 2023	5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)	00:17:06
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement What if you could maximize the benefits of your Roth IRA and embrace the spirit of the FIRE movement at the same time? That's right, we're explaining the five-year rule that determines the time frame for your first contribution and discussing why you should consider both Roth and pre-tax strategies. We're also dispelling the myth that the FIRE movement is about early retirement and idleness. Instead, we're focusing on the essence of financial independence and recreational employment, all to help you craft a robust financial plan tailored to your personal situation. We're not stopping there! We're continuing the discussion on Roth IRAs, revealing the multitude of hidden benefits like tax-free growth, exemption from RMDs and provisional income, and the advantages of spousal Roth IRAs. We're making sure you're fully equipped to make smart financial decisions. But remember, this podcast provides valuable info, but it's always wise to consult with a tax preparer or financial advisor before making any significant financial decisions. So, buckle up for an enlightening journey towards financial independence and maximizing your Roth IRA benefits. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	07 Aug 2023	Why You Should Consider To STOP Saving For Retirement *(not a typo)	00:17:02
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Are you hustling tirelessly to fill up your retirement jar but wondering if there's a smarter way? What if we told you that sometimes, stopping your retirement savings could be the golden ticket to an early and comfortable retirement? Come, let's challenge the norms together in this unconventional episode. We promise to shed light on the crucial concepts of compound growth and opportunity cost, and how they can revolutionize your early retirement plan. A journey not just about working harder, but working smarter, and reshaping the goalposts as per your needs. Brace yourself for a fascinating discussion on striking the perfect balance between work and enjoyment to avoid premature burnout. Pause and ponder - have you already saved enough? Get answers to tricky questions like when it might be beneficial to stop saving altogether, and the tradeoffs between working longer versus spending less. And guess what? We've crossed over 150,000 downloads and are inching towards helping over a million people retire early! To enrich this experience, we've also included some thoughtful reviews from our esteemed listeners. So, gear up to explore a new perspective on securing a satisfying 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	31 Jul 2023	5 Tips So You Only Retire Early ONCE!	00:18:28
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ready to ditch the 9-5 and retire early with confidence? We're peeling back the layers on precisely how to do that! This episode is all about understanding your income needs, planning for both essential and thrilling expenses, and leveraging a smart budget tool to fast-track your journey. We delve into the critical components of retirement, like Social Security and account withdrawals, to ensure you have a robust plan that sees you retiring early and living a future you've envisioned. Let's talk about the relationship between retirement planning and financial protection, shall we? This episode illuminates the importance of having a 'war chest' and understanding market downturns. We dissect the concept of risk tolerance and capacity, and how they directly influence your growth assets. And there's more! We also tackle estate planning, leaving a legacy, and finding purpose post-retirement. So, whether you're looking to leave a gift for your children or searching for your next big adventure when the work stops, we have the strategies to make it happen. Our aim? To ensure you're not just accumulating wealth, but living the dream. Tune in and let's plan an early retirement filled with certainty and fulfillment. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	14 Aug 2023	A Complete Guide To Insurance Protection (What You Need and DON'T Need)	00:18:25
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Have you ever considered insurance as a financial instrument? This episode unveils the often overwhelming world of insurance, providing essential insights and practical advice to help you identify the type and amount of insurance you need. We explain how to effectively leverage insurance to potentially yield substantial returns, and even how having an advisor could guide you towards significant long-term savings. Your stories have also been heard, and we will share some listener experiences with insurance, shedding light on both the good and the bad. What does early retirement mean for your insurance needs? As we delve into the subject matter, the spotlight falls on term life insurance and the potential benefits it could offer your beneficiaries in unfortunate situations. The conversation doesn't stop there; we explore an array of other insurance types, including health, auto, homeowners/renters, and long-term disability insurance. Moreover, we'll delve into the impacts of early retirement on your insurance needs, exploring topics like long-term disability, auto and pet insurance, credit card and flight insurance, along with identity theft protection services. Join us, and don't miss out on the opportunity to make sense of your insurance needs better and discover how to use it as a financial tool. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	04 Sep 2023	I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?	00:21:07
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Imagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thousands of dollars. Suppose you have two to five million in pre-tax assets, and you're stuck between making Roth conversions and qualifying for health insurance subsidies - we've got a solution for you! In a journey through the world of taxes and retirement, we outline how to better navigate this often confusing landscape, illustrating the benefits and obstacles of each decision. We share a unique framework that helps you think through these critical decisions and make choices that are beneficial to your financial security. What's even better? We have a special review from a listener that unveils the true value of our podcast. It's our mission to help a million people retire early, with confidence. Let's talk about the tax-planning window when your income is low after retirement, and discuss how you can take advantage of this. Walk with us through the life of a retiree with an IRA, Roth, and brokerage account as we weigh the option between keeping income low and making Roth conversions. Lastly, we dissect the benefits and hurdles of Roth conversions and health insurance premiums. So, tune in, and let's take control of your financial future together. There is no 400% FPL income cliff for Roth conversions. This means that you can convert as much money as you want to a Roth IRA, regardless of your income, as long as you meet the other eligibility requirements. The 400% FPL income cliff is a rule that applies to traditional IRA contributions. It limits the amount of money that you can contribute to a traditional IRA if your income exceeds 400% of the federal poverty level (FPL). 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	21 Aug 2023	3 Tips For A Successful Early Retirement (Story)	00:15:24
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement -> RETIREMENT CASH FLOW PLANNER (mentioned in episode) Ever dreamt of retiring early? Ever pondered the difference between merely investing and investing with intention? This episode will take you through the fascinating journey of financial independence and early retirement, guided by our guest, John, a client who has walked this path. Discover the compelling power of compound growth, and how a modest 1% increase can dramatically alter your financial future. We also compare and contrast investing in small companies versus small value companies, divulging that the right choice can result in significantly higher returns. Retirement might seem like a daunting prospect, especially if you're unsure about your savings or facing financial constraints. In this episode, we lay out strategies to make early retirement a viable option. Learn about lifestyle adjustments, the importance of avoiding burnout, and how a part-time income can bolster your financial plan. John's experience and insights provide a real-life blueprint for living within your means and calculating your necessary retirement expenses. So brace yourself for practical tips and strategies to achieve financial independence and plan for an early 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	28 Aug 2023	The Complete Guide To Minimizing Taxes With An Early Retirement	00:23:15
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Who says you can't retire early and still pay the least amount of taxes possible? You're about to discover strategies that not only facilitate tax minimization but also ensure your financial plan aligns with the lifestyle you covet. This episode unravels a conversation I had with a client and an intriguing email from Henry, a 64-year-old enthusiastic listener, eager to navigate the tax terrain and live a more financially savvy life. Managing your cash in an investment portfolio can be a delicate balance, but knowing your "sleep number" - the amount of money you need to sleep soundly - is a game-changer. I'll share insights on how to strategically rebalance your portfolio for an optimal growth path, determine the right time to start drawing down cash, and ensure you don't fork out more tax dollars than necessary. We delve into the importance of setting a customized rebalancing strategy that aligns with your individual needs and goals, and how having just the right amount of cash in your portfolio can create a buffer to weather market downturns. Finally, we touch on a powerful tool in your financial arsenal - tax gain harvesting. This strategy could potentially zero out your taxes on realized gains, paving the way to an optimized financial plan and more money in your pocket. But remember, the crux of it all lies in having a plan that fits your lifestyle and holding onto the right amount of cash for your needs. Join me as we navigate this labyrinth of tax planning together, and feel free to reach out with any questions or if you'd like to learn more about this strategy. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	11 Sep 2023	How Much Safe Money Do I Need On Hand Once I'm Retired?	00:23:13
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ready to tackle the age-old question of how much money you need to retire comfortably? We've got you covered! In this illuminating episode, we address this critical issue head-on, diving into the fascinating world of retirement planning and financial independence. Hear us discuss the concept of financial independence and recreational employment, and unravel how minor changes today can lead towards financial freedom. We also touch on the expectations and hopes of our listeners for their early retirement. Managing finances in retirement can sometimes feel like navigating a maze, but it doesn't have to be that way. We delve into the complexities of managing your portfolio, establishing multiple income sources, handling taxes, and forecasting living expenses in retirement. We highlight the significance of safe assets and how market fluctuations can impact your retirement income. Plus, we share a practical framework that can guide you through these concepts, leading to financial tranquility. Lastly, we discuss the importance of safe investments for retirement and how much of your portfolio should be committed to these assets. We elaborate on the advantages of having a lower balance in an emergency fund post-retirement and the merits of segregating your savings into different 'buckets' for retirement. We hope the insights and practical tips shared in this episode will aid you in building a comfortable and secure retirement. Don't miss out on this exciting journey towards financial independence! 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	18 Sep 2023	An Advanced Guide To Minimizing Future RMDs	00:23:21
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ever wondered how you can strategically plan for your Required Minimum Distributions (RMDs) and minimize your tax liability? Tune in as we unravel the world of RMDs, starting from the age thresholds, to the tax planning window before RMDs kick in, and how to calculate your RMDs based on your age and the balance of your 401K. This episode is a goldmine of information, particularly for those eyeing early retirement or simply looking to refine their tax strategy. Let's arm you with the knowledge you need to ensure you don't pay a dime more in taxes than you have to. The discussion doesn't end there. We'll also dive into the handling of an inherited IRA as an RMD, exploring the benefits of this approach in specific situations, for instance, when a spouse passes away prematurely. Get acquainted with the 10-year rule for inherited IRAs and its exceptions. We will guide you through the maze of rules, regulations, and tax implications around RMDs, ensuring you have the tools to plan strategically. Join us as we help you navigate the complexities of financial planning and empower you to make informed decisions about your financial future. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	16 Oct 2023	Please Ask Yourself This One Question Before You Actually Retire Early	00:17:09
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Have you ever stopped to question your vision of an early retirement? What if it's not just about the financial planning, tax strategies, and investments? Buckle up as we journey into the essence of what truly matters in life and how to make the most of your hard-earned rewards. We're taking a step back to evaluate our dreams, our expectations, and the reality of retirement. This episode takes you on an enlightening journey, exploring the concept of a 'dream retirement' and challenging the reasons behind why we work when it's not for financial gain. In the second half, we'll dive into my unique retirement planning framework, crafted to aid clients in leveraging their finances to enhance their life experiences. We'll discuss 'vacacum planning' – a strategy focused on maximizing income through savvy investment and tax recommendations. But remember, retirement isn't all about finance, it's about fulfillment. So, we'll also uncover some rewarding job options that might not pay but promise an enriched experience. Tune in for a fulfilling conversation on early 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	09 Oct 2023	Balancing Emotion and Finance: The Impact of Investing Well For Retirement	00:15:48
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Wondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep into the pros and cons of lump sum investing versus dollar cost averaging. We'll discuss the real-life implications of each choice, using a case study of an actual client who had five different investment options, all based on the S&P 500. You'll understand the probabilities of positive returns for each method and acquire valuable insights on how to manage your portfolio to meet your financial goals. But money isn't just about numbers, right? It's also about emotions. Tune in to discover how the choices you make today - lump sum investment or dollar cost averaging - can impact your financial and emotional well-being during retirement. Hear an intriguing example that illustrates the different outcomes of the two strategies. And most importantly, learn why it's crucial to create a comfortable strategy and stick to it, mitigating potential risks and maximizing benefits. As a finale, we'll tackle a scenario on managing finances pre-retirement, helping you make intelligent financial decisions that cater to both your wallet and your peace of mind. So whether you're a seasoned investor or a newbie, there's something for everyone. Don't miss out! 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	02 Oct 2023	How To Avoid Having A GOOD Financial Plan And BAD Early Retirement	00:18:47
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement What if the best financial plan on paper isn't the one that's right for you? We're here to argue the importance of aligning your wealth management strategies with your personal life goals, putting your happiness at the forefront. We're going to tackle listener Jackson's question about how to involve a spouse in financial planning, emphasizing the importance of understanding each other's retirement dreams and desires. Tune in to hear us unravel the complexities of financial planning from a personal perspective, encouraging you to live your best life, both financially and personally. Switching gears, we'll also be exploring the intriguing balance between tax-free income and pre-tax accounts in wealth management, focusing on the often-overlooked potential of Roth accounts. But it's not just about chasing tax-free income in retirement; we'll discuss the undeniable importance of the tax savings that come with pre-tax accounts and the standard deduction. The key is in timing your contributions and understanding your tax bracket. So get ready to reevaluate your financial strategies and find the perfect balance for your personal financial plan. We're here to guide you through the maze of tax planning and retirement strategies, offering insights that'll change the way you view your financial future. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	25 Sep 2023	How To Diversify One Stock With Massive Gains (Tax Tip)	00:17:24
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement We are going to take you on a journey through the complex territories of financial planning and early retirement. We're talking maximizing stock gains, minimizing taxes and even sharing insights from one of our financially successful listeners. The mental shift that comes with substantial financial success can be daunting, but fear not, we're here to guide you through it all. In the first half, we address the risks associated with individual stock holdings and the tax implications of selling high-value stocks. The second half is dedicated to the power of investment diversification. We discuss the potential risks and rewards of having a large portion of your portfolio invested in a single stock. Drawing from the JP Morgan's Agony and Ecstasy study, we show how a successful stock can impact your portfolio. Whether you're an expert investor or just starting your financial journey, this episode is packed with insights to help you make informed decisions. So, tune in and let's navigate the world of finance together! 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	15 Sep 2023	Case Study Announcement: Early Retirement (YouTube ONLY)	00:04:12
-> CASE STUDY EARLY RETIREMENT (Watch On YouTube Here) 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Dive headfirst into the world of early retirement as I share an enlightening case study of real clients on their journey to financial independence. It's a YouTube video that'll give you a deep understanding of the nuts and bolts of retiring early - the investments, the tax strategies, the spending habits, and the potential of part-time income. But that's not all - I'm super excited to unveil the upcoming guest episodes on the podcast. We'll be hosting health and insurance experts who will help us level up our knowledge. Your Monday mornings will never be the same as you start your week with useful information, curated to help you retire confidently, no matter what stage of life you're at. So, join the conversation, submit your queries, and suggest potential guests on earlyretirementpodcast.com - because we're in this journey together! 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	09 Oct 2023	Don't Die The Richest Person At Your Funeral with Dr. Donatello	00:22:36
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Learn more about Dr. Donatello here: https://centerforwell.com/ What if you could reshape your life to truly reflect your passions and dreams, backed by smart financial planning? That's the promise we explore with our distinguished guest, Dr. Donatello. Together, we navigate the transition from a regular 9-5 job to a life that encapsulates your true love, aligning your finances with your life goals, all while not forgetting to address the importance of social connections and happiness in longevity. Today, we also journey into the realm of health and diet, investigating how slight modifications in your eating habits can drastically improve your overall well-being. Dr. Donatello shares an inspiring story of a woman who regained her mobility following a healthier diet, and we dig into innovative treatments, like stem cells, that could be a game-changer in healing tissue and reducing pain. As we wrap up our discussion with Dr. Donatello, we shine a spotlight on the vital role of mental and physical wellbeing in retirement and the importance of fostering a supportive community. We reflect on the importance of leaving a legacy that transcends financial wealth and emphasize how small positive changes can cumulatively lead to an enriching retirement. As always, remember to be savvy about the financial, tax, and legal advice you take from our conversation. Get ready to be inspired and informed! 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	23 Oct 2023	Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity	00:21:46
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Facing the retirement conundrum of choosing between a lump sum or an annuity pension option? Our latest podcast episode unravels the intricacies of both options, highlighting the pros and cons using real client examples. We dissect a scenario where a client had to choose between a million-dollar lump sum and a lifetime annuity of $4,350 per month. And we don’t stop there – we dive into the impact of joint and survivor option, single life annuity, and elucidate the necessity of rolling your lump sum into an IRA for tax considerations. Our conversation doesn’t just stop at retirement options. We delve into the realm of early retirement, painting a vivid picture using the 4% rule and real-life client situations over different timeframes with an inflation assumption. We aim to empower you with a crystal-clear understanding of your options over 10, 20, and 30 years. And to top it all, we stress on the paramount importance of keeping an eye on the interest rates on your lump sum balance. But we’re not done yet. We venture into the area of pre-tax assets and the impact of the cost of living adjustment on your annuity. We believe in a holistic approach and, therefore, encourage our listeners to consider both financial and lifestyle aspects while making this crucial decision in life. To drive the point home, we discuss another real client situation, throwing light on taxes and other costs related to your pension. So gear up to gain valuable insights and make the most informed decision about your pension. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	30 Oct 2023	[Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement	00:17:21
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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Are you preserving your wealth or making the most out of it? Buckle up for a paradigm shift in retirement financing as we switch gears from successful saving to successful spending. We're all about maximizing your money so you get to enjoy the fruits of your labour without the fear of running out. We've got a strategy lined up to determine your spending limits and the five pillars that will guide your spending decisions. But that's not all — we're also looking at the importance of spending money on experiences and generosity to others. It's not just about the numbers; it's about a richer and more fulfilling lifestyle that's future-secure. We discuss how to spend money to improve your surroundings and introduce the concept of anti-cookie cutter retirement planning. Let's leave no room for regret or unspent millions — instead, let's create lasting memories and experiences. Prepare yourself for an exciting journey into financial wisdom. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	06 Nov 2023	How Much Is "Enough" To Retire Early?	00:24:05
Cash Flow Planner (FREE Budget Sheet) 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Early Retirement Ever wondered, 'how much is enough?' when it comes to your retirement savings? Let's take that question head-on in this episode, where we unravel the intricacies of planning for a financially stable and worry-free retirement. We kick off with the real-life example of Leslie and Brian. With substantial savings yet lingering uncertainty, they prompt us to deep-dive into strategies for income optimization post-retirement, touching on the benefits of Roth conversions and the 4% rule. But it's not just about the numbers alone - we also stress on the importance of considering all possible expenses, from basic living costs to health insurance and legacy planning, to paint a complete picture of financial needs in retirement. Moving forward, we dig into the crucial topic of retirement income needs and smart investment strategies. Are you a pensioner? We've got you covered, explaining how having a pension should influence your investment approach. Also, get acquainted with the innovative Guardrails approach to retirement planning and learn how to manage your income strategically, factoring in taxes and inflation. As we round up, we explore how you can adjust your spending based on the years in retirement and the resources at your disposal. So, buckle up and join us on this enlightening journey that promises to bring clarity to your retirement finances and pave the way for an intentional post-retirement life. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	13 Nov 2023	Why You Should Consider Renting In Retirement	00:22:47
Cash Flow Planner (FREE Budget Sheet) Renting v. Buying Article Referenced Ari Taublieb, MBA, CFP® 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 To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement -> Free eBook: Health Insurance For An Early Retirement Ready to shake up your retirement game plan? Brace yourself for a deep-dive into the world of renting in retirement. We're breaking away from traditional concepts and exploring fresh, innovative approaches to retirement living. Our journey starts with an intriguing look at the potential advantages and pitfalls of renting a home during this exciting phase of life. Drawing on the real-life experience of a client, we delve into the compelling interplay between renting and the 'regret gap' – those precious years from 55 to 70 when you've got the energy and health to live life to the fullest. Ever wondered if renting could actually be more cost-effective than buying a home? We bring you an enlightening discussion on the cost implications of renting versus buying. Unearthing the price-to-rent ratio, we tackle the age-old debate between lifestyle flexibility and stability. But the financial maze doesn't end there. We also navigate the intricate pathways of tax strategy and estate planning, highlighting their importance in the rent-or-buy decision-making process. But wait, there's more! As we tread further into the realm of retirement living options, we shine a spotlight on early retirement. Discover how renting could play a pivotal role in your retirement strategy. We dissect the cost of renting versus buying, scrutinize the lifestyle flexibility renting affords, and reveal how selling a home could pave the way to a lasting legacy for future generations. We also address your burning questions and equip you with the resources you need to make a s 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	17 Nov 2023	[Client Story] Why You Should Consider Retiring Earlier Than Planned	00:21:37
-> Create Your Custom Strategy To Retire Early So, here's to retiring only once, and doing it confidently! Email me directly: ari@rootfinancialpartners.com 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	27 Nov 2023	When Does It Actually Make Sense To Hire A Financial Advisor?	00:16:38
-> Create Your Custom Strategy To Retire Early It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind. Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision. Here's to retiring only once, and doing it confidently! Email me directly: ari@rootfinancialpartners.com 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	20 Nov 2023	The Tax-Efficient Way To Simplify Your Retirement	00:25:30
-> Create Your Custom Strategy To Retire Early Here's a promise: you're about to unlock the secrets to maximizing your retirement savings across multiple accounts, all while maintaining tax efficiency. Ever wonder how to manage investments spread across Vanguard, Fidelity, and Schwab? Look no further. Join us as we delve into the complexities of coordinating these diverse accounts, discussing the potential pitfalls and the importance of tax-savvy decision-making. We’ll also tackle a listener's question on the intriguing risk can analogy, as well as the choice between qualifying for subsidies and opting for Roth conversions. Imagine if you had a "superhero account" to streamline your retirement planning. Well, it’s not as far-fetched as it sounds. In the next part of this episode, we’ll explore the concept of an "in-service distribution" and how to leverage it for your benefit. And yes, we’ll also introduce you to the concept of this superhero account - a brokerage account that can be your knight in shining armor. Let's take a case study of Rachel, who is planning her retirement in two to four years, and discuss her path to achieving optimal tax efficiency. Gear up as we demystify the realm of retirement tax planning through this engaging discussion. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
	04 Dec 2023	How Much Do You Need To Be Able To Spend $10k/month?	00:20:23
Create Your Custom Early Retirement Strategy Here Ever imagined a life of comfort in your golden years, spending $10,000 a month after taxes? Well, buckle up as we debunk popular myths and instead introduce you to the 'guardrails approach' to retirement planning, emphasizing the need for a sustainable plan tailored to your individual needs. Toss aside those rigid figures and start focusing on variables such as social security, pensions, and desired spending to provide a personalized roadmap to your retirement. Dive deeper as we navigate the complexities of early retirement, from the rule of 55 right down to the tax implications. Ponder about the 'house rich, cash poor' scenario and recognize the importance of a well-rounded portfolio. Health insurance is another key player that demands your attention. Let's not allow the process to overwhelm you, rather push you to seize control of your financial future. So, are you ready to transform your golden years into a treasure trove? Let's dig in! 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

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