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Don't Die The Richest Person At Your Funeral with Dr. Donatello

  1. Don't Die The Richest Person At Your Funeral with Dr. Donatello Ari Taublieb, MBA - Early Retirement Specialist 22:36

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

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Learn more about Dr. Donatello here: https://centerforwell.com/

What if you could reshape your life to truly reflect your passions and dreams, backed by smart financial planning? That's the promise we explore with our distinguished guest, Dr. Donatello. Together, we navigate the transition from a regular 9-5 job to a life that encapsulates your true love, aligning your finances with your life goals, all while not forgetting to address the importance of social connections and happiness in longevity.

Today, we also journey into the realm of health and Diet, investigating how slight modifications in your eating habits can drastically improve your overall well-being. Dr. Donatello shares an inspiring story of a woman who regained her mobility following a healthier diet, and we dig into innovative treatments, like stem cells, that could be a game-changer in healing tissue and reducing pain. 

As we wrap up our discussion with Dr. Donatello, we shine a spotlight on the vital role of mental and physical wellbeing in retirement and the importance of fostering a supportive community. We reflect on the importance of leaving a Legacy that transcends financial wealth and emphasize how small positive changes can cumulatively lead to an enriching retirement. As always, remember to be savvy about the financial, tax, and legal advice you take from our conversation. Get ready to be inspired and informed!

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PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

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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).

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