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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 ...
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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. Ari Taublieb, 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 (non-tra…
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In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduc…
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In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom S…
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In today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To …
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In today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them. Ari Taublieb, 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 (non-traditional retirement). -> Create…
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In today's episode of the Early Retirement Podcast, Ari discusses whether you should self-insure or buy Long-Term Care Insurance. Ari Taublieb, 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 (non-traditional retirement). -> Create You…
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In today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire E…
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In today's episode of the Early Retirement Podcast, Ari discusses 5 strategies to reduce Required Minimum Distributions (RMDs). Ari Taublieb, 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 (non-traditional retirement). -> Create Your …
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In today's episode of the Early Retirement Podcast, Ari discusses how much money is safe. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Fre…
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In today's episode of the Early Retirement Podcast, Ari discusses how much money is needed in order to retire early. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Stra…
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In today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Cust…
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100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Stra…
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In today's episode of the Early Retirement Podcast, Ari discusses how to view investing after a terrible year in the market. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Cus…
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In today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To…
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In today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses. Ari Taublieb, 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 (non-traditional retirement). ->…
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In today's episode of the Early Retirement Podcast, Ari discusses the 5 tips his wealthiest clients implemented to retire. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custo…
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In today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you save on taxes! Ari Taublieb, 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 (non-traditional ret…
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In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel…
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In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients …
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In today's episode of the Early Retirement Podcast, Ari discusses 5 options for health insurance if you retire early. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retireme…
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In today's episode of the Early Retirement Podcast, Ari discusses 3 tips to not run out of money if you retire early. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retireme…
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In today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement. Get your FREE 2023 Tax Guide here! Ari Taublieb, 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 (non-…
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In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances. Get your FREE 2023 Tax Guide here! Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an e…
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In today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end. Get your FREE 2023 Tax Guide here! Ari Taublieb, 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 (non-tra…
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In today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and stories from research/clients on how to maximize your financial life. Get your FREE 2023 Tax Guide here! Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner …
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In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free. Get your FREE 2023 Tax Guide (referenced during the show) Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of l…
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In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion. Questions answered: How can I effectively implement Roth Conversions? What are the biggest benefits of a Donor-Advised Fund? What is th…
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In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need. Questions answered: How much of an emergency fund do you need? What are the most important things to consider when thinking about retirement planning? What is the best strategy to retire early? Ari Taublieb, MBA is the Vice President of Root Financial …
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In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio. Questions answered: How can I make sure my investments are allocated for my goals? What are the most important things to consider when building a portfolio? What is the best strategy to retire early? Ari Taublieb, MBA is the Vice Pre…
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In today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so. Retirement mistakes to avoid Retiring at the wrong time Not spending MORE (not a typo) Not having a strategy Supporting adult children Focusing on one risk Ari Taublieb, MBA is the Vice President of Root Financial …
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In today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about). Questions answered: What do I need to know to retire before age 65? What is the optimal portfolio in retirement? How can I think about an early ret…
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In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free. Questions answered: How can I implement a Roth Conversion? What is the best strategy to determine if a Roth C…
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In today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan! Questions answered: Do I need to pay off my mortgage before I retire? What is the optimal portfolio in retirement? How can I maximize income in retirement? Ari Taublieb, …
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How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more! Questions answered: How can you best use a Roth IRA to create tax-free income throughout retirement? How can a 401(k) best be withdrawn to minimize taxes? When does it make sense to use a brokerage account to withdraw funds for tax-free in…
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S&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio. *Microphone issue! I apologize for the microphone issues as an issue came up during recording. Questions answered: How can I use the S&P 500 to supplement my portfolio? How shou…
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In today's episode, you will learn the secret no one tells you about creating financial freedom. Questions answered: How can I live today without sacrificing my future? How can an early retirement help me maximize my income over time? How can extra work in retirement, for less pay, impact my overall retirement plan? Ari Taublieb, MBA is a Fiduciary…
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In today's episode, you will learn how to know when you should stop working. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like …
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In today's episode, you will learn where to pull income from if you want to retire early. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what i…
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In today's episode, you will learn the 5 most important parts of what builds a successful financial plan (and what to avoid). Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth plannin…
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I don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had. When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values. W…
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Early retirement can be a big commitment, and it's important to make sure you have a good idea of how much money you'll need in order to support yourself. You might think that you'll only have to pay for rent and food, but there are other things to consider as well. It's quite a bit easier to plan your expenses if you know what they are now and how…
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Making a retirement plan is a crucial step in your financial path, regardless of your age. No matter if you want to retire in five or thirty years, it's critical to plan your retirement so that you can live a financially secure life. You will get through this journey with the aid of preparation, intentional spending, and maintaining your focus on t…
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Why retire early? It's all about financial freedom. Retirement can feel overwhelming. In this episode, we will learn the benefits of early retirement and alternative strategies. Not only that, Why did I choose to pursue a career helping people retire early? Questions Answered: What are the primary considerations when it comes to retiring early? Whe…
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The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worr…
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There are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement. Questions Answered When can you stop saving for …
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Our topic on this episode of the Early Retirement podcast is about when to stop saving for retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (if on track)? How does this impact your overall retirement plan? NEW: I'm on YouTube! …
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Our topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement. Questions Answered What activities create the most meaningful retirement? How can you start practicing retirement before being retired? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the Y…
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Our topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement. Questions Answered What are the primary benefits of Roth IRAs in retirement? When does it make sense to contribute to Roth IRAs? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube…
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Our topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits. Questions Answered Should you collect Social Security early? When does it make most sense to collect Social Security? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? G…
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Our topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets. Questions Answered How should you invest in a bear market? What should you consider when it comes to bear markets (and its impact on retirement)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strat…
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