What does soccer have to do with Retirement? A lot more than you'd think. As a 5'5″ former college soccer player turned financial advisor, I’ve learned it’s not about brute strength. It’s about smart decisions. That mindset guides the way I approach financial planning today.

At 29, people ask why I care so much about retirement. The answer is simple: good planning gives you time. And time with the people you love is the most valuable thing there is. I've seen how a well-structured plan, from managing taxes to optimizing healthcare and using flexible accounts, can buy you years with Aging parents, a spouse, or even just your own freedom.

But there are traps, like being “qualified rich.” That $2 million in your 401(k)? After taxes and penalties, it’s not what it seems. That's why I'm a big fan of what I call “superhero accounts” like brokerage accounts that let you retire on yourterms. And don’t get me started on the healthcare gap between early retirement and Medicare. It’s one of the biggest mindset hurdles we help people overcome.

I got into this work after watching my own parents get burned by multiple advisors. Some were too fancy, some were too hands-off, and none truly planned holistically. That gap in the industry is what I aim to close.

To me, the goal is recreational Employment. Working because you want to, not because you have to.

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Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

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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.

Most Recent Episodes

June 1, 2026

Why I Want To Work Part-Time In Retirement | Road to Retirement

Retirement feels different when you’re close enough to see the real fears and trade-offs. Hana is just a few years away from stepping out of active duty, and she shares what it’s like to stand in...

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May 25, 2026

Why I Chose To Retire At 70 (Surprising Truth Revealed) | Retirement Reality

Jim doesn’t describe retirement as lazy or slow. He calls it unrushed.After decades of meaningful work with much of it spent serving as a missionary and living overseas, Jim retired just shy of 70....

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May 18, 2026

Why I Love Working For A Purpose, Not Money | Retirement Reality

Treg retired once… then came back. And then retired again, this time on his own terms.After stepping away in his early 50s, Treg realized something important: retirement felt too quiet, too early,...

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Ari Taublieb MBA - Early Retirement

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a financial planner specializing 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).