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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 hob...

Early Retiree Reveals The Truth About Finding Purpose In Retirement | Retirement Reality

38 mins; March 30, 2026

Special Episode: NEW Free Resource For Loyal Listeners!

12 mins; March 25, 2026

Ex-Software Engineer Reveals Dark Truth Behind “Never Turning Off” | Retirement Reality

48 mins; March 23, 2026

Retiree Reveals Why She Retired At 56 Without A Purpose | Retirement Reality

46 mins; March 16, 2026

Ex-Tech Reveals The Regrets To Avoid Before Retirement | Retirement Reality

43 mins; March 09, 2026

Here’s How A Retiree Spends $10K/Month Safely in Retirement | Retirement Reality

41 mins; March 02, 2026

“I Would Rather Figure Retirement Out Than Continue My Job” | Retirement Reality

49 mins; February 23, 2026

“Stop Worrying About Healthcare Pre-65” | Retirement Reality

37 mins; February 16, 2026

New Retiree Shares How He Retired At 58 | Retirement Reality

58 mins; February 09, 2026

Single Retiree Shares Surprising Truth About Retiring Earlier Than His Peers | Retirement Reality

54 mins; February 02, 2026

"I Started Investing In My 30s And Retired At 53" | Early Retiree Shares All | Retirement Reality

52 mins; January 26, 2026

Why Retirees Are Flocking To This One Special Community | Retirement Reality

51 mins; January 19, 2026

Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY | Retirement Reality

44 mins; January 12, 2026

When Is The Ideal Time To Hire An Advisor?

15 mins; January 05, 2026

This Is When I Recommend You STOP Saving For Retirement

13 mins; December 29, 2025

The Shocking Statistics Behind When People Collect Social Security

10 mins; December 22, 2025

Why Risk Tolerance Doesn't Matter (Use THIS Instead)

16 mins; December 15, 2025

How To Decide When To Turn On Social Security

11 mins; December 08, 2025

How Much Fixed Income Do You Really Need in Retirement?

16 mins; December 01, 2025

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

17 mins; November 24, 2025

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

15 mins; November 20, 2025

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

11 mins; November 17, 2025

The Shocking Reason Most People Work Past 60

14 mins; November 10, 2025

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

14 mins; November 06, 2025

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

10 mins; November 03, 2025

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

10 mins; October 27, 2025

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

16 mins; October 23, 2025

How To Save On Healthcare In 2026 (If Retired)

11 mins; October 20, 2025

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

13 mins; October 13, 2025

A Beginner's Guide To Roth Conversions

10 mins; October 06, 2025

The Cliché Advice You Should Finally Pay Attention To

19 mins; October 02, 2025

7 Benefits Of Brokerage Accounts (Superhero)

13 mins; September 29, 2025

6 Surprising Statistics About Wealthy Retirees

12 mins; September 22, 2025

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

18 mins; September 18, 2025

This Is What The Average Retiree Spends In Retirement

13 mins; September 15, 2025

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

13 mins; September 08, 2025

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

17 mins; September 03, 2025

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

12 mins; September 01, 2025

4 Massive Reasons You'll Wish You Retired Earlier

8 mins; August 25, 2025

The Hidden Cost of Financial Optimization (And How to Avoid It)

17 mins; August 21, 2025

I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?

11 mins; August 18, 2025

FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools (Part 2)

13 mins; August 11, 2025

Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks

16 mins; August 07, 2025

Here's When A Will Is Sufficient And Trust Isn't Necessary (Part 1)

13 mins; August 04, 2025

Why I Love Retirement Planning At 29 Years Old

15 mins; July 28, 2025

How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)

17 mins; July 24, 2025

5 Surprising Statistics That Will Make You Want To Retire Early

17 mins; July 21, 2025

Here's How To Plan For Social Security If You Retire Early

19 mins; July 14, 2025

DIY vs. Financial Advisor: How to Know When It’s Time to Get Help

20 mins; July 10, 2025

The Not-So-Obvious Reason To Retire Early

15 mins; July 07, 2025

Why Retire Early? History Of The Podcast

19 mins; June 30, 2025

Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan

18 mins; June 26, 2025

How to Calculate Your EXACT Early Retirement Number (Simple Formula)

18 mins; June 23, 2025

How To Pay 0% Taxes On $120k+ Of Retirement Income

15 mins; June 16, 2025

This Is What Financial Planning Really Changes

18 mins; June 12, 2025

Why $1.5M Is Enough To Retire If You Want To Spend Like This

15 mins; June 09, 2025

5 Expenses To Cut to Reach Financial Independence (and 3 NOT to)

21 mins; June 02, 2025

Ready to Retire? Here's How to Tell Your Company │ Root Talks

24 mins; May 29, 2025

The 4% Rule: Is It Still the Key to Early Retirement in 2025?

19 mins; May 26, 2025

Here's 5 Portfolio Changes To Create More Income In Retirement

18 mins; May 19, 2025

The Surprising Regrets of Wealthy Retirees | Root Talks

16 mins; May 15, 2025

Why The Biggest Risk To Retiring Early Is Not What You Think

14 mins; May 12, 2025

Avoid These 6 Common Mistakes When Retiring Early

17 mins; May 05, 2025

Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending

18 mins; May 01, 2025

Why More People Are Retiring Early Today Than Ever Before

14 mins; April 28, 2025

4 Tax Strategies To Consider This Year

16 mins; April 21, 2025

Root Talks: How Does The Advisory Team Structure Work at Root?

23 mins; April 17, 2025

Why It's Natural To Be Worried To Retire (And What To Do About It)

15 mins; April 14, 2025

Healthcare Analysis: How We Save Our Clients Thousands Before Medicare Begins

19 mins; April 07, 2025

Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough

21 mins; April 03, 2025

How Much Should I Have In Bonds/Cash/etc. In Retirement?

19 mins; March 31, 2025

My Biggest Recommendation Before You Retire - Please Do This

19 mins; March 24, 2025

Root Talks: How We Plan When Markets Are Volatile

14 mins; March 20, 2025

How To Instill Financial Values In Children

19 mins; March 17, 2025

The One Reason Everyone Delays Their Retirement

17 mins; March 10, 2025

How To Plan For Big One-Time Expenses Before You Retire

18 mins; March 06, 2025

How To Remove "Headtrash" and Spend In Retirement Without Worrying

24 mins; March 05, 2025

Behind The Scenes At Root: How Do We Select Our Advisors?

25 mins; March 05, 2025

5 Questions To Ask When Interviewing A Financial Advisor

29 mins; March 03, 2025

Retire in Style: The 4 States That Offer the Best Bang for Your Buck

16 mins; February 24, 2025

Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)

17 mins; February 17, 2025

Step-by-Step Guide To Withdrawing Retirement Income

17 mins; February 10, 2025

The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?)

14 mins; February 03, 2025

How Do We Build The Best Team In The Financial Industry?

24 mins; January 30, 2025

How Does Root Differ From Traditional Financial Firms?

27 mins; January 30, 2025

Root's New Community Is Coming! (EXCITING UPDATE)

15 mins; January 30, 2025

How Much Should I Be Saving To Retire Early?

15 mins; January 27, 2025

A Complete Guide To Long-Term Care

15 mins; January 20, 2025

You Don't Need A Tax Preparer. You Need A Tax Planner.

15 mins; January 13, 2025

Behind The Scenes At Root: A Deep Dive Into Our Business

23 mins; January 09, 2025

How Many Investment Firms Should I Split My Money Between?

21 mins; January 09, 2025

Here's How To Live A Retirement Without Anxiety

22 mins; January 09, 2025

7 Steps To Check Off Before Retiring Early

16 mins; January 06, 2025

How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK!

14 mins; December 30, 2024

You Won't Believe How This Couple Retired Early With $500k+

14 mins; December 23, 2024

Here's How To Decide When To Turn On Social Security

24 mins; December 19, 2024

How Do I Invest To Create The Most Income In Retirement?

15 mins; December 16, 2024

How Do I Know When I Can Retire Early (Not Work Forever)?

35 mins; December 12, 2024

Here's Why You Shouldn't Worry Regardless Of Who Is In Office

11 mins; December 09, 2024

How Ari & James Met - Here's How Root Was Founded

30 mins; December 04, 2024

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

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