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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.

What if you could choose to work not because you have to, but because you genuinely want to?I want to ensure you don't work longer than necessary, without working too long!Create Your Custom Earl…

What if you could ch…

What if you could choose to work not because you have to, but because you genuinely want to?I want to ensure you don't work longer than necessary, without working too long!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.

Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.This episode will give you the insight needed to determine if (and when) you shou…

Roth conversions can…

Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions.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.

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about pass…

You don't want …

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.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 Financi…

There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know).The truth is those don't rules apply to you if you want to optimize an early retirement.You…

There are many rules…

There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know).The truth is those don't rules apply to you if you want to optimize an early retirement.You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc.I walk you through what you do and don't need to worry about when it comes to your early 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,…

I didn't like financial advisors growing up - so why did I become one?Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice Presi…

I didn't like f…

I didn't like financial advisors growing up - so why did I become one?Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. 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.

Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific Legacy goals) o…

Most people take inc…

Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way.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.

What if your retirement savings aren't enough to ensure a comfortable Lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might n…

What if your retirem…

What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life examples demonstrating the impact of these sources on retirement readiness. Understand the importance of aligning your retirement spending with your personal lifestyle goals and how a few extra working years can make a significant differenc…

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's ex…

This episode navigat…

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episode is packed with valuable strategies and real-life scenarios designed to help you strike the perfect balance between financial security and living in the present.Cr…

Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereIs your financial advisor truly meeting your needs, or i…

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereIs your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including my parents' own experiences with suboptimal guidance, and uncover the critical factors you need to consider—like expert tax planning and specialized early retirement strategies. We also break down the logistics of transferring your assets smoot…