Hosted by Ari Taublieb, CFP®, MBA · 🇺🇸 US · EN-US · 333 episodes
Established thought leaders with verified media credentials.
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 di
Ari Taublieb, CFP®, MBA hosts Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance), a business show with 333 episodes published.
Reserve Your Spot: https://grow.rootfinancial.com/early-retirement-workshop-friday-october-9th (use code OPTIMIZE2026) Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my client
For so many people in their 50s and early 60s, the road to retirement doesn’t start with a perfect plan, it starts with fatigue. That’s where Shawn is today. After decades of running two small businesses, volunteering as
Retirement feels different when you’re close enough to see the real fears and trade-offs. Hana is just a few years away from stepping out of active duty, and she shares what it’s like to stand in that in-between space—ex
Retirement feels different when you’re close enough to see the real fears and trade-offs. Hana is just a few years away from stepping out of active duty, and she shares what it’s like to stand in that in-between space—ex
Jim doesn’t describe retirement as lazy or slow. He calls it unrushed. After decades of meaningful work with much of it spent serving as a missionary and living overseas, Jim retired just shy of 70. Not because he had to
Jim doesn’t describe retirement as lazy or slow. He calls it unrushed. After decades of meaningful work with much of it spent serving as a missionary and living overseas, Jim retired just shy of 70. Not because he had to
Treg retired once… then came back. And then retired again, this time on his own terms. After stepping away in his early 50s, Treg realized something important: retirement felt too quiet, too early, and a little unfinishe
Treg retired once… then came back. And then retired again, this time on his own terms. After stepping away in his early 50s, Treg realized something important: retirement felt too quiet, too early, and a little unfinishe
Herb’s story feels familiar to a lot of people in their late fifties. After a long career in DC, he decided a changd was right, despite what his family thought. Overcoming obesity, moving states, facing cancer, and an in
Herb’s story feels familiar to a lot of people in their late fifties. After a long career in DC, he decided a changd was right, despite what his family thought. Overcoming obesity, moving states, facing cancer, and an in
Mark and Natalie did everything “right.” Twenty years of work, saving, and putting off trips for “someday.” When they finally hit financial independence, they still couldn’t book the flights. Not because of math—because
Mark and Natalie did everything “right.” Twenty years of work, saving, and putting off trips for “someday.” When they finally hit financial independence, they still couldn’t book the flights. Not because of math—because
Jennifer shares how she retired early at 54 and her struggles with purpose. Jennifer shares what it was like being a single mom, twice divorced, and after finding joy with real estate, Jenifer is now seeking to find a ne
Jennifer shares how she retired early at 54 and her struggles with purpose. Jennifer shares what it was like being a single mom, twice divorced, and after finding joy with real estate, Jenifer is now seeking to find a ne
Sometimes retirement isn’t sparked by a countdown to a date, it’s triggered by a moment that makes you rethink everything. For Shawn, that moment came with a serious health scare. After being misdiagnosed with a degenera
Sometimes retirement isn’t sparked by a countdown to a date, it’s triggered by a moment that makes you rethink everything. For Shawn, that moment came with a serious health scare. After being misdiagnosed with a degenera
Mark didn’t retire because he hit a magic number. He retired because the pace no longer made sense. After decades in family medicine and leadership roles at healthcare startups, retirement wasn’t something he spent years
Mark didn’t retire because he hit a magic number. He retired because the pace no longer made sense. After decades in family medicine and leadership roles at healthcare startups, retirement wasn’t something he spent years
At 57, with his kids launched and the numbers finally working, Doug finds himself asking a different question than most people expect: If I could go now… why wouldn’t I? In this episode of Retirement Reality, Doug shares
At 57, with his kids launched and the numbers finally working, Doug finds himself asking a different question than most people expect: If I could go now… why wouldn’t I? In this episode of Retirement Reality, Doug shares
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) is hosted by Ari Taublieb, CFP®, MBA. The show is categorised under business (investing) and has published 333 episodes.
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) has published 333 episodes.
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) regularly covers business, investing, entrepreneurship. It sits in the business category, with a investing focus.
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