What can we help you find?

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resultin…

Ever wondered if ann…

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited Growth potential to inflexible terms, and explore the impact of surrendering an annuity on your tax situation. Whether you're contemplating an annuity or already own one, this episode equips you with the knowledge to make smarter financial decisions.Balanci…

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.Check out James YouTube channel hereCreate You…

It's not easy t…

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.Check out James YouTube channel hereCreate Your Custom Early Retirement Strategy HereGet 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.

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…

What if retirement w…

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 activitie…

New show starting November 14th with James Conole!Option 1 - Early Retirement AcademyOption 2 - Email ari@rootfinancialpartners.com "Waitlist"Option 3 - Work With Us HereCreate Your Custom Early Retir…

New show starting No…

New show starting November 14th with James Conole!Option 1 - Early Retirement AcademyOption 2 - Email ari@rootfinancialpartners.com "Waitlist"Option 3 - Work With Us HereCreate Your Custom Early Retirement Strategy HereGet 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.

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, …

Ever wondered how mu…

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 advic…

What-if scenarios allow you to retire early with confidence.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy …

What-if scenarios al…

What-if scenarios allow you to retire early with confidence.Create Your Custom Early Retirement Strategy HereGet 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.

How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costl…

How can you ensure a…

How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindlessly following others' investment moves, even if you're simply relying on your 401k. Listener Steve McCord offers a heartwarming reminder of the value in scrutinizing your financial plans, regardless of your net worth. We'll tack…

There are many reasons to work with an advisor and I want to ensure you are getting value for it!Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients a…

There are many reaso…

There are many reasons to work with an advisor and I want to ensure you are getting value for it!Create Your Custom Early Retirement Strategy HereGet 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.

Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investment…

Can you save thousan…

Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a practical example involving appreciated stock. Learn how you might pay 0% in capital gains taxes by strategically selling assets, using the capital gains tax brackets and standard deduction to your advantage. We’ll also address a real-life quest…

You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come.Create Your Custom Early Retirement Strategy HereGet access to the same software …

You should stop work…

You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come.Create Your Custom Early Retirement Strategy HereGet 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.

Choosing between a lump sum distribution and an annuity for your Pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocketâ…

Choosing between a l…

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exploring the benefits of each option through detailed analyses and real-world examples. Learn vital insights, such as tax implications and the optimal way to transfer a lump sum to an IRA, with guidance from our most recent client case study. I…

200 EPISODES!SPECIAL FRIDAY EPISODE History of the podcastVision moving forwardHow to get the most value from your moneyCreate Your Custom Early Retirement Strategy HereGet access to the same softwar…

200 EPISODES!SPECIAL…

200 EPISODES!SPECIAL FRIDAY EPISODE History of the podcastVision moving forwardHow to get the most value from your moneyCreate Your Custom Early Retirement Strategy HereGet 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.

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"Two very d…

I often hear someone…

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"Two very different questions.Create Your Custom Early Retirement Strategy HereGet 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.

Hiring an advisor should be based on the experience you are looking for. Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retir…

Hiring an advisor sh…

Hiring an advisor should be based on the experience you are looking for. Create Your Custom Early Retirement Strategy HereGet 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.

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for an…

Far too many people …

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement.In this episode, you'll learn how to determine your own healthcare cost (pre-65), how to qualify for federal subsidy, how to determine if you should do Roth Conversions instead, and pro tips from our clients who retired early and kept healthcare cost low.Create Your Custom Early Retirement S…

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.Understand the role of when conversions make …

Roth conversions can…

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.Understand the role of when conversions make sense and when they don't. That's what this episode is all about.Begin optimizing what you've worked so hard for and implement conversions when applicable. Create Your Custom Early Retirement Strategy HereGet 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 Fi…

Real Estate can be a wonderful investment, but don't let your net worth trick you.Many clients want to downsize and then determine they love their home and don't want to move.Understand the …

Real Estate can be a…

Real estate can be a wonderful investment, but don't let your net worth trick you.Many clients want to downsize and then determine they love their home and don't want to move.Understand the role of your home in relation to your overall financial strategy.In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.Create Your Custom Early Retirement Strategy HereGet 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…

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have do…

I want to ensure you…

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it!Create Your Custom Early Retirement Strategy HereGet 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.