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

  • By: Ari Taublieb CFP® MBA
  • Podcast

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

By: Ari Taublieb CFP® MBA
  • Summary

  • 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).

    © 2024 Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
    Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • STOP! Consider THIS Before Doing a Roth Conversion
    Nov 28 2024

    Too many people think a Roth conversion will fix all of their problems.

    Surgery can be great, but not always necessary.

    Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how they can adapt to avoid unnecessary financial maneuvers. We stress the significance of aligning your financial decisions with your personal goals, ensuring that you're not sacrificing your quality of life for mere tax savings.

    Life goals should always take precedence over tax savings. We'll guide you through creating an income plan that aligns with your values, with Roth conversions coming into play strategically, only when they support your overarching life aspirations. From navigating the potential pitfalls of required minimum distributions to understanding the impact of IRMAA and the social security tax torpedo, our aim is to equip you with the knowledge to make informed, thoughtful financial decisions. So, grab a seat as we unravel the complexities of Roth conversions and the importance of a well-rounded retirement plan.

    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Show More Show Less
    32 mins
  • 8 Tax Strategies To Consider Before Year-End
    Nov 25 2024

    Tax Strategies Before Year-End -> Consider These 8!

    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Show More Show Less
    23 mins
  • This Is The Danger Of Working One More Year: Goalpost Planning
    Nov 21 2024

    Have you ever told yourself:

    "I'm going to retire, but just one more year because markets are doing well"
    "Once I hit $2M I'll retire"
    "As soon as my kids graduate I'll retire"

    Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their planning approach, examining the role of pensions, Social Security, and personal savings while addressing the challenges of the windfall elimination provision. Then, follow Ari's journey as he reconsiders his career path, contemplating a sabbatical and re-evaluating his retirement strategies. We discuss how he can tailor his investment portfolio to match his shifting goals and the importance of balancing immediate desires with long-term security. Join us to untangle the complexities of retirement planning and find the path that suits your unique lifestyle vision.

    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Show More Show Less
    25 mins

What listeners say about Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.