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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...

3 Easy Steps For Happiness In Retirement

10 mins; December 02, 2024

STOP! Consider THIS Before Doing a Roth Conversion

32 mins; November 28, 2024

8 Tax Strategies To Consider Before Year-End

23 mins; November 25, 2024

This Is The Danger Of Working One More Year: Goalpost Planning

25 mins; November 21, 2024

5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have)

18 mins; November 18, 2024

How To Discuss Inheritance With Your Parents (with James)

21 mins; November 14, 2024

5 Fun Activities Often Overlooked In Retirement

15 mins; November 11, 2024

Special Announcement - NEW SHOW!

9 mins; November 06, 2024

How Much Do I Need To Spend $25k/Month In Retirement?

17 mins; November 04, 2024

Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY)

16 mins; October 28, 2024

3 Common Mistakes People Forget When Retiring Early

16 mins; October 21, 2024

Do You Know How Much You Are Paying Your Advisor?

22 mins; October 14, 2024

Here's How To Pay 0% In Taxes (ZERO Capital Gains)

12 mins; October 07, 2024

3 Tips To Retire On Your Own Terms

18 mins; September 30, 2024

Pension Decision - Lump Sum or Annuity?

16 mins; September 23, 2024

Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show!

34 mins; September 20, 2024

Don't Do Any Roth Conversions Before You Ask Yourself THIS

13 mins; September 16, 2024

5 Ways An Advisor Can Change Your Retirement

16 mins; September 09, 2024

The Complete Guide To Optimizing Healthcare Costs Before 65

25 mins; September 02, 2024

The Complete Guide To Implementing Roth Conversions: Tax Strategy

26 mins; August 26, 2024

Here's How To View Real Estate As Part Of Your Retirement Strategy

23 mins; August 19, 2024

7 Surprising Regrets From My Clients Who Retired Early

21 mins; August 12, 2024

5 Signs It’s Time To Consider Retiring Early

21 mins; August 05, 2024

5 Easy Ways To Know If You Should Do Roth Conversions

22 mins; July 29, 2024

How Do We Build Multi-Generational Wealth? [Estate Planning]

20 mins; July 22, 2024

3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement

19 mins; July 15, 2024

My Story | Why Do I Do This?

25 mins; July 08, 2024

Where Should I Withdraw Money From First In Retirement?

26 mins; July 01, 2024

How To Manage Cash Flow Before & Throughout Retirement

25 mins; June 24, 2024

A Real-Life Story Of Investing Too Well For Retirement

28 mins; June 17, 2024

Here’s How To Determine If You Should Keep Or Break Up With Your Advisor

29 mins; June 10, 2024

How To Create An Anti-Cookie Cutter Investment Portfolio

19 mins; June 03, 2024

How Much Should I Be Saving To Retire Early?

20 mins; May 27, 2024

A Complete Guide To Inheriting Money (Tax Planning)

26 mins; May 20, 2024

4 Steps To Determine When You Can Retire Early

22 mins; May 13, 2024

Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.

25 mins; May 06, 2024

How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early

22 mins; April 29, 2024

5 Steps To Navigating Health Insurance When Retiring Before Age 65

20 mins; April 22, 2024

3 Regrets From My Clients Who Retired Early

18 mins; April 15, 2024

3 Classic Early Retirement Mistakes To Avoid

18 mins; April 08, 2024

5 Situations When It Does NOT Make Sense To Implement Roth Conversions

18 mins; April 01, 2024

Do We Have Enough To Retire (And Never Go Back To Work)?

21 mins; March 25, 2024

The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65

15 mins; March 18, 2024

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

16 mins; March 11, 2024

How To Protect Against Retiring, Getting Unlucky and Having To Work Again

21 mins; March 04, 2024

A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)

23 mins; February 26, 2024

Why Most People Pick The Wrong Asset Allocation For An Early Retirement

24 mins; February 19, 2024

"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!

48 mins; February 15, 2024

"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!

50 mins; February 12, 2024

Here's How Social Security Gets Impacted When Retiring Early

21 mins; February 05, 2024

This Is How To Retire Early Without Worrying About Running Out Of Money

21 mins; January 29, 2024

5 Easy Steps To Know If You're On Track To Retire Early

21 mins; January 22, 2024

3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work

22 mins; January 15, 2024

(10 MISTAKES) When Retiring Early...

20 mins; January 08, 2024

5 Tips From My Clients Who Retired Early Successfully

18 mins; January 01, 2024

The 3 Levels Of An Early Retirement | What Level Are YOU At?

28 mins; December 25, 2023

7 Things To Optimize Your Finances Before Year-End (Checklist)

29 mins; December 18, 2023

4 Simple Tips To Retire Early

22 mins; December 11, 2023

How Much Do You Need To Be Able To Spend $10k/month?

20 mins; December 04, 2023

When Does It Actually Make Sense To Hire A Financial Advisor?

16 mins; November 27, 2023

The Tax-Efficient Way To Simplify Your Retirement

25 mins; November 20, 2023

[Client Story] Why You Should Consider Retiring Earlier Than Planned

21 mins; November 17, 2023

Why You Should Consider Renting In Retirement

22 mins; November 13, 2023

How Much Is "Enough" To Retire Early?

24 mins; November 06, 2023

[Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement

17 mins; October 30, 2023

Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity

21 mins; October 23, 2023

Please Ask Yourself This One Question Before You Actually Retire Early

17 mins; October 16, 2023

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

22 mins; October 09, 2023

Balancing Emotion and Finance: The Impact of Investing Well For Retirement

15 mins; October 09, 2023

How To Avoid Having A GOOD Financial Plan And BAD Early Retirement

18 mins; October 02, 2023

How To Diversify One Stock With Massive Gains (Tax Tip)

17 mins; September 25, 2023

An Advanced Guide To Minimizing Future RMDs

23 mins; September 18, 2023

Case Study Announcement: Early Retirement (YouTube ONLY)

4 mins; September 15, 2023

How Much Safe Money Do I Need On Hand Once I'm Retired?

23 mins; September 11, 2023

I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

21 mins; September 04, 2023

The Complete Guide To Minimizing Taxes With An Early Retirement

23 mins; August 28, 2023

3 Tips For A Successful Early Retirement (Story)

15 mins; August 21, 2023

A Complete Guide To Insurance Protection (What You Need and DON'T Need)

18 mins; August 14, 2023

Why You Should Consider To STOP Saving For Retirement *(not a typo)

17 mins; August 07, 2023

5 Tips So You Only Retire Early ONCE!

18 mins; July 31, 2023

5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)

17 mins; July 24, 2023

How To Increase Returns With Strategic Asset Location (And What To Avoid)

20 mins; July 17, 2023

How to Create a Holistic Financial Strategy

14 mins; July 10, 2023

What To Do With Your 401(k) Once You Retire / Leave Employment?

15 mins; July 03, 2023

5 Reasons To Consider Retiring EARLY Today (from my clients)

10 mins; June 26, 2023

How To Balance Health & Wealth For An Early Retirement (Special Guest)

35 mins; June 23, 2023

Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes

16 mins; June 19, 2023

Announcement: NEW eBook is live! Health Insurance for An Early Retirement

11 mins; June 13, 2023

30+ Reasons To Retire Early (as if you needed more..)

13 mins; June 12, 2023

3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!

16 mins; June 05, 2023

"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"

16 mins; May 29, 2023

4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well

15 mins; May 22, 2023

To Roth Conversion or To NOT Roth Conversion..

17 mins; May 15, 2023

3 Habits To Avoid When Considering An Early Retirement

11 mins; May 08, 2023

5 Misconceptions About Retiring Early To Please AVOID

18 mins; May 01, 2023

Should You Self-Insure or Buy Long-Term Care Insurance?

13 mins; April 24, 2023

How To Invest Your "Bridge" Account To Retire Early Like A Pro

15 mins; April 17, 2023

5 Strategies To Reduce Required Minimum Distributions

24 mins; April 10, 2023

How To Make Sure Your Money Is Safe

15 mins; April 03, 2023

How Much Money Is Needed To Retire Early?

19 mins; March 27, 2023

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

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