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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).

Recent Content

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3 Classic Early Retirement Mistakes To Avoid &Raquo; 5Cfec01B44F3E29Fae1Fb88Ade93Fc4Aecd05B192Fbfbc2C2F1Daa412B7C1921 2 Scaled
3 Classic Early Retirement Mistakes To Avoid

Create Your Custom Early Retirement Strategy HereEscape the relentless grind and discover the keys to a fulfilling early Retirement with our latest episode. We're peeling back the curtain on the …

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEscape the relentless grind and discover the keys to a fulfilling early Retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventure, this conversation is your roadmap to navigating the less-trodden paths of post-work bliss, ensuring that boredom is just a word in the dictionary and your nest egg remains…

Listen · 18:46
5 Situations When It Does Not Make Sense To Implement Roth Conversions &Raquo; 5Cfec01B44F3E29Fae1Fb88Ade93Fc4Aecd05B192Fbfbc2C2F1Daa412B7C1921 2 Scaled
5 Situations When It Does NOT Make Sense To Implement Roth Conversions

Create Your Custom Early Retirement Strategy HereEver wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this …

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEver wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your Retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples like the time I advised a client to steer clear of conversions due to their health and Retirement horizon. Think of it as a tailored suit – Roth conversions need to be cust…

Listen · 18:34
Do We Have Enough To Retire (And Never Go Back To Work)? &Raquo; 5Cfec01B44F3E29Fae1Fb88Ade93Fc4Aecd05B192Fbfbc2C2F1Daa412B7C1921 2 Scaled
Do We Have Enough To Retire (And Never Go Back To Work)?

Create Your Custom Early Retirement Strategy HereEver wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much …

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEver wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on Retirement planning, debunking the myth of a magic Retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing how it's not about quitting work entirely, but about having the freedom to ch…

Listen · 21:11
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 &Raquo; 5Cfec01B44F3E29Fae1Fb88Ade93Fc4Aecd05B192Fbfbc2C2F1Daa412B7C1921 2 Scaled
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65

Create Your Custom Early Retirement Strategy HereUnlock the secrets to a rich Retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, bu…

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereUnlock the secrets to a rich Retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the safest bet. Together, we navigate beyond the oversimplified 4% rule, emphasizing the need for a personalized strategy that adapts to market shifts and personal spending. Tailoring your Retirement to your unique timeline and expenses is not just sm…

Listen · 15:37
This Is The Mindset Shift Needed To Retire Early With Confidence! &Raquo; 5Cfec01B44F3E29Fae1Fb88Ade93Fc4Aecd05B192Fbfbc2C2F1Daa412B7C1921 2 Scaled
This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

Create Your Custom Early Retirement Strategy HereRisk in Retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blu…

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereRisk in Retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of their nest egg, juxtaposed against the one who saw staying out of the market as a missed opportunity to dance with potential growth. As I steer away from the cookie-cutter advice, you'll discover the 'cheat code' to manage your spending in …

Listen · 16:22