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

  • By: Ari Taublieb CFP® MBA
  • Podcast

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

By: Ari Taublieb CFP® MBA
  • Summary

  • Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hobbies you've been putting off)? I created this podcast to help you know when work is now optional because you have a financial strategy that tells you when you can retire. You will learn all the investing tips in this financial podcast to set up the right portfolio for your goals. You may love what you do - and if that's you, great! I'm not saying stop working. But, I am saying, wouldn't it be nice to know when you didn't HAVE to work any more? When you would only go to work because you enjoyed it (crazy concept, I know). This is the ultimate retirement podcast (specifically, early retirement!). Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE!I don't want you to work unless you ENJOY it (finances aside, for just a moment)! My goal of this podcast is to give you all the tips and strategies so you can retire EARLY. Retirement planning, investing, personal finance, tax strategy, and you'll hear case studies from my clients and exactly how I've helped them navigate the transition into retirement. What are the right investment accounts to have in retirement? I want retirement planning to be simple for you so that you can retire early and maximize your retirement goals. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can maximize your return on life (we use money to do this).

    © 2024 Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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Episodes
  • 5 Fun Activities Often Overlooked In Retirement
    Nov 11 2024

    What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal fulfillment, ensuring that your retirement years are not just financially stable but also deeply satisfying. Tune in to learn about the changes in spending patterns retirees experience and how to plan for them, all while keeping an eye on activities that bring genuine joy.

    From a retiree mastering the art of barbecuing to others combining reading with exercise, this episode is packed with inspiring stories and practical advice. Discover how challenging tasks and artistic pursuits can make your retirement exciting. Whether you're considering traveling across the U.S., indulging in world travel, or adopting low-impact exercises like swimming, there's something here for everyone. Don't miss this episode, where we'll share heartfelt stories and actionable tips to help you craft a retirement that's not just about the numbers but about truly living your best 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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    16 mins
  • Special Announcement - NEW SHOW!
    Nov 7 2024

    New show starting November 14th with James Conole!

    Option 1 - Early Retirement Academy

    Option 2 - Email ari@rootfinancialpartners.com "Waitlist"

    Option 3 - Work With Us 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Show more Show less
    10 mins
  • How Much Do I Need To Spend $25k/Month In Retirement?
    Nov 4 2024

    Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener comments, personal stories, and the infamous cauliflower analogy to explain the intricacies of tax optimization and risk management. Whether you’re aiming to maintain a modest lifestyle or live large in retirement, this episode provides practical advice tailored to different financial goals.

    We then shift gears to explore the dynamic nature of retirement spending, especially for those planning to spend between $15,000 and $25,000 a month. Learn why assessing your portfolio’s sustainability is crucial and discover the concept of a dynamic withdrawal strategy. We'll introduce you to the "retirement smile," which illustrates how spending changes during the different phases of retirement, and analyze real-life portfolios to highlight the importance of a sustainable withdrawal rate. With an emphasis on flexibility, careful planning, and the benefits of smart tax strategies and charitable giving, this episode equips you with the tools to optimize your retirement funds and achieve financial peace of mind.

    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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Show more Show less
    18 mins

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