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This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!

  1. This Is The Mindset Shift Needed To Retire Early With CONFIDENCE! Ari Taublieb, CFP®, MBA 16:22
Create Your Custom Early Retirement Strategy Here

Risk 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 Retirement, ensuring that you can live comfortably without the fear of running out of Money.

Tune in to hear how emotional factors intersect with cold, hard numbers in the world of Finance. I'll recount my own parents' journey with financial advisors, shedding light on the perils of inadequate planning and the merits of maximizing financial efficiency. We'll unravel the complex emotions behind pivotal decisions, like paying off your mortgage versus Investing for the future, aiming to equip you with the Wisdom to make choices that resonate with both your bank account and your peace of mind. For those eager to sculpt their path to early retirement, this episode isn't just a conversation—it's a compass.

Create Your Custom Early Retirement Strategy Here

Ari Taublieb, CFP ®, 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.

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PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.

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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