Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) podcast

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes 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).

Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes 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).

 

#302

How To Decide When To Turn On Social Security

Deciding when to claim Social Security is one of the most important retirement choices you... more

08 Dec 2025

11 MINS

11:07

08 Dec 2025


#301

How Much Fixed Income Do You Really Need in Retirement?

Stop letting your birthday decide your bond mix. That “age in bonds” rule feels safe, but ... more

01 Dec 2025

16 MINS

16:22

01 Dec 2025


#300

Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement Planning

Everyone wants better returns. Almost no one talks about where those returns should live.Y... more

24 Nov 2025

17 MINS

17:04

24 Nov 2025


#299

When Saving Becomes a Habit You Can’t Turn Off | Root Talks

Some retirees have more money than they ever imagined… and still feel guilty buying the $5... more

20 Nov 2025

15 MINS

15:48

20 Nov 2025


#298

You Want To Retire By 55. Here's 5 Things You Need To Know.

Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You nee... more

17 Nov 2025

11 MINS

11:48

17 Nov 2025


#297

The Shocking Reason Most People Work Past 60

Retirement doesn’t come down to a magic number, it comes down to your number. This episode... more

10 Nov 2025

14 MINS

14:40

10 Nov 2025


#296

James Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks

What if the “smart” money choice isn’t the choice that builds your best life?This Root Tal... more

06 Nov 2025

14 MINS

14:52

06 Nov 2025


#295

Why Only 3% of US Retirees Have Over $1M

Most headlines shout that you need millions to retire comfortably. The truth? It depends o... more

03 Nov 2025

10 MINS

10:33

03 Nov 2025


#294

Here's How Your Spending Will Change Throughout Retirement (The Retirement Smile)

Feeling like “flat” retirement spending plans don’t match real life? You’re not imagining ... more

27 Oct 2025

10 MINS

10:41

27 Oct 2025


#293

Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks

What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn ... more

23 Oct 2025

16 MINS

16:17

23 Oct 2025


#292

How To Save On Healthcare In 2026 (If Retired)

Feeling like healthcare makes early retirement impossible? It’s a common belief, but often... more

20 Oct 2025

11 MINS

11:12

20 Oct 2025


#291

Here's Exactly How To Withdraw From A 401(k)/IRA To Live In Retirement

Feeling anxious about taking money from your retirement accounts? You’re not alone. That f... more

13 Oct 2025

13 MINS

13:04

13 Oct 2025


#290

A Beginner's Guide To Roth Conversions

Are you overthinking your Roth conversion strategy? While Roth conversions can be powerful... more

06 Oct 2025

10 MINS

10:20

06 Oct 2025


#289

The Cliché Advice You Should Finally Pay Attention To

We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffe... more

02 Oct 2025

19 MINS

19:47

02 Oct 2025


#288

7 Benefits Of Brokerage Accounts (Superhero)

Forget everything you thought you knew about retirement planning. While 401(k)s and IRAs g... more

29 Sep 2025

13 MINS

13:30

29 Sep 2025


#287

6 Surprising Statistics About Wealthy Retirees

Retirement anxiety does not discriminate based on wealth. Even multi-million-dollar portfo... more

22 Sep 2025

12 MINS

12:29

22 Sep 2025


#286

How to Know You’ve Found the Right Financial Advisor │ Root Talks

What makes you trust someone with your financial future? In this episode of Root Talks, Ja... more

18 Sep 2025

18 MINS

18:18

18 Sep 2025


#285

This Is What The Average Retiree Spends In Retirement

Are you working longer than you need to because of a retirement planning mistake? One of t... more

15 Sep 2025

13 MINS

13:10

15 Sep 2025


#284

10 Questions To Ask Your Spouse So They Are Excited For Retirement

Struggling to get your spouse involved in retirement planning? You are not alone. Many fin... more

08 Sep 2025

13 MINS

13:52

08 Sep 2025


#283

Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks

What happens when growth changes a company? We’ve all seen it—your favorite restaurant exp... more

03 Sep 2025

17 MINS

17:47

03 Sep 2025


#282

What's The Average 401(k) Balance At My Age? Am I On Track?

Think you know how much people save for retirement? The median American over 65 has just $... more

01 Sep 2025

12 MINS

12:17

01 Sep 2025


#281

4 Massive Reasons You'll Wish You Retired Earlier

Early retirement is about more than money Science shows there are compelling reasons to re... more

25 Aug 2025

08 MINS

08:51

25 Aug 2025