Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
By Ari Taublieb, CFP®, MBA
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Ari Taublieb, CFP®, MBA
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 50
Reviews: 0
Episodes: 302
Description
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).
| Episode | Date |
|---|---|
|
How To Decide When To Turn On Social Security
|
Dec 08, 2025 |
|
How Much Fixed Income Do You Really Need in Retirement?
|
Dec 01, 2025 |
|
Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement Planning
|
Nov 24, 2025 |
|
When Saving Becomes a Habit You Can’t Turn Off | Root Talks
|
Nov 20, 2025 |
|
You Want To Retire By 55. Here's 5 Things You Need To Know.
|
Nov 17, 2025 |
|
The Shocking Reason Most People Work Past 60
|
Nov 10, 2025 |
|
James Threw the First Pitch at a Padres Game—Here’s the Real Lesson | Root Talks
|
Nov 06, 2025 |
|
Why Only 3% of US Retirees Have Over $1M
|
Nov 03, 2025 |
|
Here's How Your Spending Will Change Throughout Retirement (The Retirement Smile)
|
Oct 27, 2025 |
|
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks
|
Oct 23, 2025 |
|
How To Save On Healthcare In 2026 (If Retired)
|
Oct 20, 2025 |
|
Here's Exactly How To Withdraw From A 401(k)/IRA To Live In Retirement
|
Oct 13, 2025 |
|
A Beginner's Guide To Roth Conversions
|
Oct 06, 2025 |
|
The Cliché Advice You Should Finally Pay Attention To
|
Oct 02, 2025 |
|
7 Benefits Of Brokerage Accounts (Superhero)
|
Sep 29, 2025 |
|
6 Surprising Statistics About Wealthy Retirees
|
Sep 22, 2025 |
|
How to Know You’ve Found the Right Financial Advisor │ Root Talks
|
Sep 18, 2025 |
|
This Is What The Average Retiree Spends In Retirement
|
Sep 15, 2025 |
|
10 Questions To Ask Your Spouse So They Are Excited For Retirement
|
Sep 08, 2025 |
|
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
|
Sep 03, 2025 |
|
What's The Average 401(k) Balance At My Age? Am I On Track?
|
Sep 01, 2025 |
|
4 Massive Reasons You'll Wish You Retired Earlier
|
Aug 25, 2025 |
|
The Hidden Cost of Financial Optimization (And How to Avoid It)
|
Aug 21, 2025 |
|
I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?
|
Aug 18, 2025 |
|
FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools (Part 2)
|
Aug 11, 2025 |
|
Does Your Spouse Really Know the Financial Plan? Why That Matters │ Root Talks
|
Aug 07, 2025 |
|
Here's When A Will Is Sufficient And Trust Isn't Necessary (Part 1)
|
Aug 04, 2025 |
|
Why I Love Retirement Planning At 29 Years Old
|
Jul 28, 2025 |
|
How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)
|
Jul 24, 2025 |
|
5 Surprising Statistics That Will Make You Want To Retire Early
|
Jul 21, 2025 |
|
Here's How To Plan For Social Security If You Retire Early
|
Jul 14, 2025 |
|
DIY vs. Financial Advisor: How to Know When It’s Time to Get Help
|
Jul 10, 2025 |
|
The Not-So-Obvious Reason To Retire Early
|
Jul 07, 2025 |
|
Why Retire Early? History Of The Podcast
|
Jun 30, 2025 |
|
Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
|
Jun 26, 2025 |
|
How to Calculate Your EXACT Early Retirement Number (Simple Formula)
|
Jun 23, 2025 |
|
How To Pay 0% Taxes On $120k+ Of Retirement Income
|
Jun 16, 2025 |
|
This Is What Financial Planning Really Changes
|
Jun 12, 2025 |
|
Why $1.5M Is Enough To Retire If You Want To Spend Like This
|
Jun 09, 2025 |
|
5 Expenses To Cut to Reach Financial Independence (and 3 NOT to)
|
Jun 02, 2025 |
|
Ready to Retire? Here's How to Tell Your Company │ Root Talks
|
May 29, 2025 |
|
The 4% Rule: Is It Still the Key to Early Retirement in 2025?
|
May 26, 2025 |
|
Here's 5 Portfolio Changes To Create More Income In Retirement
|
May 19, 2025 |
|
The Surprising Regrets of Wealthy Retirees | Root Talks
|
May 15, 2025 |
|
Why The Biggest Risk To Retiring Early Is Not What You Think
|
May 12, 2025 |
|
Avoid These 6 Common Mistakes When Retiring Early
|
May 05, 2025 |
|
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
|
May 01, 2025 |
|
Why More People Are Retiring Early Today Than Ever Before
|
Apr 28, 2025 |
|
4 Tax Strategies To Consider This Year
|
Apr 21, 2025 |
|
Root Talks: How Does The Advisory Team Structure Work at Root?
|
Apr 17, 2025 |
|
Why It's Natural To Be Worried To Retire (And What To Do About It)
|
Apr 14, 2025 |
|
Healthcare Analysis: How We Save Our Clients Thousands Before Medicare Begins
|
Apr 07, 2025 |
|
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
|
Apr 03, 2025 |
|
How Much Should I Have In Bonds/Cash/etc. In Retirement?
|
Mar 31, 2025 |
|
My Biggest Recommendation Before You Retire - Please Do This
|
Mar 24, 2025 |
|
Root Talks: How We Plan When Markets Are Volatile
|
Mar 20, 2025 |
|
How To Instill Financial Values In Children
|
Mar 17, 2025 |
|
The One Reason Everyone Delays Their Retirement
|
Mar 10, 2025 |
|
How To Plan For Big One-Time Expenses Before You Retire
|
Mar 06, 2025 |
|
How To Remove "Headtrash" and Spend In Retirement Without Worrying
|
Mar 05, 2025 |
|
Behind The Scenes At Root: How Do We Select Our Advisors?
|
Mar 05, 2025 |
|
5 Questions To Ask When Interviewing A Financial Advisor
|
Mar 03, 2025 |
|
Retire in Style: The 4 States That Offer the Best Bang for Your Buck
|
Feb 24, 2025 |
|
Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)
|
Feb 17, 2025 |
|
Step-by-Step Guide To Withdrawing Retirement Income
|
Feb 10, 2025 |
|
The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?)
|
Feb 03, 2025 |
|
How Do We Build The Best Team In The Financial Industry?
|
Jan 30, 2025 |
|
How Does Root Differ From Traditional Financial Firms?
|
Jan 30, 2025 |
|
Root's New Community Is Coming! (EXCITING UPDATE)
|
Jan 30, 2025 |
|
How Much Should I Be Saving To Retire Early?
|
Jan 27, 2025 |
|
A Complete Guide To Long-Term Care
|
Jan 20, 2025 |
|
You Don't Need A Tax Preparer. You Need A Tax Planner.
|
Jan 13, 2025 |
|
Behind The Scenes At Root: A Deep Dive Into Our Business
|
Jan 09, 2025 |
|
How Many Investment Firms Should I Split My Money Between?
|
Jan 09, 2025 |
|
Here's How To Live A Retirement Without Anxiety
|
Jan 09, 2025 |
|
7 Steps To Check Off Before Retiring Early
|
Jan 06, 2025 |
|
How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK!
|
Dec 30, 2024 |
|
You Won't Believe How This Couple Retired Early With $500k+
|
Dec 23, 2024 |
|
Here's How To Decide When To Turn On Social Security
|
Dec 19, 2024 |
|
How Do I Invest To Create The Most Income In Retirement?
|
Dec 16, 2024 |
|
How Do I Know When I Can Retire Early (Not Work Forever)?
|
Dec 12, 2024 |
|
Here's Why You Shouldn't Worry Regardless Of Who Is In Office
|
Dec 09, 2024 |
|
How Ari & James Met - Here's How Root Was Founded
|
Dec 04, 2024 |
|
3 Easy Steps For Happiness In Retirement
|
Dec 02, 2024 |
|
STOP! Consider THIS Before Doing a Roth Conversion
|
Nov 28, 2024 |
|
8 Tax Strategies To Consider Before Year-End
|
Nov 25, 2024 |
|
This Is The Danger Of Working One More Year: Goalpost Planning
|
Nov 21, 2024 |
|
5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have)
|
Nov 18, 2024 |
|
How To Discuss Inheritance With Your Parents (with James)
|
Nov 14, 2024 |
|
5 Fun Activities Often Overlooked In Retirement
|
Nov 11, 2024 |
|
Special Announcement - NEW SHOW!
|
Nov 07, 2024 |
|
How Much Do I Need To Spend $25k/Month In Retirement?
|
Nov 04, 2024 |
|
Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY)
|
Oct 28, 2024 |
|
3 Common Mistakes People Forget When Retiring Early
|
Oct 21, 2024 |
|
Do You Know How Much You Are Paying Your Advisor?
|
Oct 14, 2024 |
|
Here's How To Pay 0% In Taxes (ZERO Capital Gains)
|
Oct 07, 2024 |
|
3 Tips To Retire On Your Own Terms
|
Sep 30, 2024 |
|
Pension Decision - Lump Sum or Annuity?
|
Sep 23, 2024 |
|
Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show!
|
Sep 20, 2024 |
|
Don't Do Any Roth Conversions Before You Ask Yourself THIS
|
Sep 16, 2024 |
|
5 Ways An Advisor Can Change Your Retirement
|
Sep 09, 2024 |
|
The Complete Guide To Optimizing Healthcare Costs Before 65
|
Sep 02, 2024 |
|
The Complete Guide To Implementing Roth Conversions: Tax Strategy
|
Aug 26, 2024 |
|
Here's How To View Real Estate As Part Of Your Retirement Strategy
|
Aug 19, 2024 |
|
7 Surprising Regrets From My Clients Who Retired Early
|
Aug 12, 2024 |
|
5 Signs It’s Time To Consider Retiring Early
|
Aug 05, 2024 |
|
5 Easy Ways To Know If You Should Do Roth Conversions
|
Jul 29, 2024 |
|
How Do We Build Multi-Generational Wealth? [Estate Planning]
|
Jul 22, 2024 |
|
3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement
|
Jul 15, 2024 |
|
My Story | Why Do I Do This?
|
Jul 08, 2024 |
|
Where Should I Withdraw Money From First In Retirement?
|
Jul 01, 2024 |
|
How To Manage Cash Flow Before & Throughout Retirement
|
Jun 24, 2024 |
|
A Real-Life Story Of Investing Too Well For Retirement
|
Jun 17, 2024 |
|
Here’s How To Determine If You Should Keep Or Break Up With Your Advisor
|
Jun 10, 2024 |
|
How To Create An Anti-Cookie Cutter Investment Portfolio
|
Jun 03, 2024 |
|
How Much Should I Be Saving To Retire Early?
|
May 27, 2024 |
|
A Complete Guide To Inheriting Money (Tax Planning)
|
May 20, 2024 |
|
4 Steps To Determine When You Can Retire Early
|
May 13, 2024 |
|
Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.
|
May 06, 2024 |
|
How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early
|
Apr 29, 2024 |
|
5 Steps To Navigating Health Insurance When Retiring Before Age 65
|
Apr 22, 2024 |
|
3 Regrets From My Clients Who Retired Early
|
Apr 15, 2024 |
|
3 Classic Early Retirement Mistakes To Avoid
|
Apr 08, 2024 |
|
5 Situations When It Does NOT Make Sense To Implement Roth Conversions
|
Apr 01, 2024 |
|
Do We Have Enough To Retire (And Never Go Back To Work)?
|
Mar 25, 2024 |
|
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65
|
Mar 18, 2024 |
|
This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!
|
Mar 11, 2024 |
|
How To Protect Against Retiring, Getting Unlucky and Having To Work Again
|
Mar 04, 2024 |
|
A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)
|
Feb 26, 2024 |
|
Why Most People Pick The Wrong Asset Allocation For An Early Retirement
|
Feb 19, 2024 |
|
"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients!
|
Feb 15, 2024 |
|
Here's How Social Security Gets Impacted When Retiring Early
|
Feb 05, 2024 |
|
This Is How To Retire Early Without Worrying About Running Out Of Money
|
Jan 29, 2024 |
|
5 Easy Steps To Know If You're On Track To Retire Early
|
Jan 22, 2024 |
|
3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work
|
Jan 15, 2024 |
|
(10 MISTAKES) When Retiring Early...
|
Jan 08, 2024 |
|
5 Tips From My Clients Who Retired Early Successfully
|
Jan 01, 2024 |
|
The 3 Levels Of An Early Retirement | What Level Are YOU At?
|
Dec 25, 2023 |
|
7 Things To Optimize Your Finances Before Year-End (Checklist)
|
Dec 18, 2023 |
|
4 Simple Tips To Retire Early
|
Dec 11, 2023 |
|
How Much Do You Need To Be Able To Spend $10k/month?
|
Dec 04, 2023 |
|
When Does It Actually Make Sense To Hire A Financial Advisor?
|
Nov 27, 2023 |
|
The Tax-Efficient Way To Simplify Your Retirement
|
Nov 20, 2023 |
|
[Client Story] Why You Should Consider Retiring Earlier Than Planned
|
Nov 17, 2023 |
|
Why You Should Consider Renting In Retirement
|
Nov 13, 2023 |
|
How Much Is "Enough" To Retire Early?
|
Nov 06, 2023 |
|
[Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement
|
Oct 30, 2023 |
|
Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity
|
Oct 23, 2023 |
|
Please Ask Yourself This One Question Before You Actually Retire Early
|
Oct 16, 2023 |
|
Don't Die The Richest Person At Your Funeral with Dr. Donatello
|
Oct 09, 2023 |
|
Balancing Emotion and Finance: The Impact of Investing Well For Retirement
|
Oct 09, 2023 |
|
How To Avoid Having A GOOD Financial Plan And BAD Early Retirement
|
Oct 02, 2023 |
|
How To Diversify One Stock With Massive Gains (Tax Tip)
|
Sep 25, 2023 |
|
An Advanced Guide To Minimizing Future RMDs
|
Sep 18, 2023 |
|
Case Study Announcement: Early Retirement (YouTube ONLY)
|
Sep 15, 2023 |
|
How Much Safe Money Do I Need On Hand Once I'm Retired?
|
Sep 11, 2023 |
|
I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?
|
Sep 04, 2023 |
|
The Complete Guide To Minimizing Taxes With An Early Retirement
|
Aug 28, 2023 |
|
3 Tips For A Successful Early Retirement (Story)
|
Aug 21, 2023 |
|
A Complete Guide To Insurance Protection (What You Need and DON'T Need)
|
Aug 14, 2023 |
|
Why You Should Consider To STOP Saving For Retirement *(not a typo)
|
Aug 07, 2023 |
|
5 Tips So You Only Retire Early ONCE!
|
Jul 31, 2023 |
|
5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)
|
Jul 24, 2023 |
|
How To Increase Returns With Strategic Asset Location (And What To Avoid)
|
Jul 17, 2023 |
|
How to Create a Holistic Financial Strategy
|
Jul 10, 2023 |
|
What To Do With Your 401(k) Once You Retire / Leave Employment?
|
Jul 03, 2023 |
|
5 Reasons To Consider Retiring EARLY Today (from my clients)
|
Jun 26, 2023 |
|
How To Balance Health & Wealth For An Early Retirement (Special Guest)
|
Jun 23, 2023 |
|
Deferred Comp: How To Maximize Retirement Savings & Pay Less Taxes
|
Jun 19, 2023 |
|
Announcement: NEW eBook is live! Health Insurance for An Early Retirement
|
Jun 13, 2023 |
|
30+ Reasons To Retire Early (as if you needed more..)
|
Jun 12, 2023 |
|
3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!
|
Jun 05, 2023 |
|
"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"
|
May 29, 2023 |
|
4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well
|
May 22, 2023 |
|
To Roth Conversion or To NOT Roth Conversion..
|
May 15, 2023 |
|
3 Habits To Avoid When Considering An Early Retirement
|
May 08, 2023 |
|
5 Misconceptions About Retiring Early To Please AVOID
|
May 01, 2023 |
|
Should You Self-Insure or Buy Long-Term Care Insurance?
|
Apr 24, 2023 |
|
How To Invest Your "Bridge" Account To Retire Early Like A Pro
|
Apr 17, 2023 |
|
5 Strategies To Reduce Required Minimum Distributions
|
Apr 10, 2023 |
|
How To Make Sure Your Money Is Safe
|
Apr 03, 2023 |
|
How Much Money Is Needed To Retire Early?
|
Mar 27, 2023 |
|
Should I Pay Off My Mortgage Early or Invest?
|
Mar 20, 2023 |
|
*EXTRA Episode* - 10 Minutes for the Next 50 Years Of Retirement (Story)
|
Mar 16, 2023 |
|
3 Tips On Perspective When Investing To Retire Early
|
Mar 13, 2023 |
|
How To Create The Perfect Asset Allocation
|
Mar 06, 2023 |
|
How To Plan When There Is A Significant Age Gap Between Spouses
|
Feb 27, 2023 |
|
5 Tips From My Wealthiest Clients On How They Retired Early
|
Feb 20, 2023 |
|
How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions
|
Feb 13, 2023 |
|
Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions
|
Feb 06, 2023 |
|
A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)
|
Jan 30, 2023 |
|
Top 5 Options for Health Insurance If You Retire Early
|
Jan 23, 2023 |
|
3 Tips To Retire Early And Not Run Out of Money
|
Jan 16, 2023 |
|
A Complete Guide To A Successful Retirement (Client Stories)
|
Jan 09, 2023 |
|
8 Key Considerations in 2023 (and what to AVOID)
|
Jan 02, 2023 |
|
7 Tips To Optimize Your Money Before Year-End (Checklist)
|
Dec 26, 2022 |
|
How To Avoid The #1 Retirement Mistake & Create True Financial Freedom
|
Dec 19, 2022 |
|
How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
|
Dec 12, 2022 |
|
A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)
|
Dec 05, 2022 |
|
How Much "Safe" Money Do You Need At All Times?
|
Nov 28, 2022 |
|
How To Build A Customized All-Weather Investment Portfolio
|
Nov 21, 2022 |
|
Top 5 Retirement Mistakes To Avoid (From My Clients)!
|
Nov 14, 2022 |
|
Everything You Need To Know To Retire Before Age 65
|
Nov 07, 2022 |
|
How To Use Your IRA To Take Advantage Of This Market Downturn
|
Oct 31, 2022 |
|
Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)
|
Oct 24, 2022 |
|
3 Ways To Create Tax-Free Income (Yes, 0% Taxes)
|
Oct 17, 2022 |
|
This Is Why You Shouldn't Only Own The S&P 500 Index
|
Oct 10, 2022 |
|
What No One Tells You About Creating Financial Freedom
|
Oct 03, 2022 |
|
How To Know When To Stop Working
|
Sep 26, 2022 |
|
Where To Pull Income From When You Retire Early
|
Sep 19, 2022 |
|
5 Most Important Parts Of A Successful Financial Plan
|
Sep 12, 2022 |
|
When You Should & Should NOT Hire A Financial Advisor
|
Sep 05, 2022 |
|
How To Determine How Much You Want To Spend In Retirement
|
Aug 29, 2022 |
|
5 Tips To Prepare for Retirement (While You're Working)
|
Aug 22, 2022 |
|
Why Should You Consider An Early Retirement? A Real-Life Story
|
Aug 15, 2022 |
|
Retirement 101 - What Are The Primary Issues To Consider Before I Retire?
|
Aug 08, 2022 |
|
Retire Sooner - How To Know When You Should Stop Working
|
Aug 01, 2022 |
|
The #1 Retirement Secret - When To Stop Saving For Retirement
|
Jul 25, 2022 |
|
Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement
|
Jul 18, 2022 |
|
Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement
|
Jul 11, 2022 |
|
Social Security Benefits - How To Optimize Your Retirement Income
|
Jul 04, 2022 |
|
A Complete Guide To Surviving Bear Markets
|
Jun 27, 2022 |
|
Special Announcement - I'm Featured on the Ready for Retirement Podcast!
|
Jun 21, 2022 |
|
Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year
|
Jun 20, 2022 |
|
Personal Finance in Retirement - How To Maximize Your Retirement Finances
|
Jun 13, 2022 |
|
Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?
|
Jun 06, 2022 |
|
Retirement Portfolio - Why & How You Should Rebalance Your Portfolio
|
May 30, 2022 |
|
5 Things I Wish I Knew About Money When I Was Younger
|
May 23, 2022 |
|
Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire
|
May 16, 2022 |
|
Retirement Income - How To Optimize Your Finances In Retirement
|
May 09, 2022 |
|
Financial Freedom - How Much Money Do You Need To Be "Money Free"?
|
May 02, 2022 |
|
Bear Markets in Retirement - A New Way To Think About Market Downturns
|
Apr 25, 2022 |
|
Retirement Investing - 5 Tips To Know
|
Apr 18, 2022 |
|
Early Retirement - 3 Key Rules To Retire Early
|
Apr 11, 2022 |
|
Retirement Annuities: Should I Buy An Annuity For Guaranteed Income?
|
Apr 04, 2022 |
|
Investing Strategy Tip - Should I Just Buy & Hold My Investments?
|
Mar 28, 2022 |
|
Retirement Goals - How To Prioritize Your Financial Goals
|
Mar 21, 2022 |
|
Tax Planning In Retirement - How To Save On Taxes
|
Mar 14, 2022 |
|
Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes
|
Mar 07, 2022 |
|
Retirement Tips - 5 Tips To Retire Early
|
Feb 28, 2022 |
|
Investing Tips - A Complete Guide To Investing in Retirement
|
Feb 21, 2022 |
|
Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio?
|
Feb 14, 2022 |
|
How I Invest My Own Money
|
Feb 07, 2022 |
|
How Much Cash Do I Need On Hand?
|
Jan 31, 2022 |
|
5 Tips To Become Financially Free
|
Jan 24, 2022 |
|
Where Should I Save For A Down Payment?
|
Jan 17, 2022 |
|
Should I Be In A 100% Stock Portfolio?
|
Jan 10, 2022 |
|
When Should I Hire A Financial Planner?
|
Jan 03, 2022 |
|
How To Beat Inflation
|
Dec 28, 2021 |
|
4 Tips For Young Investors
|
Dec 20, 2021 |
|
When Should I Buy A Home?
|
Dec 13, 2021 |
|
The Ultimate Investor Cheat Sheet (Lessons & Stories)
|
Dec 06, 2021 |
|
4 Easy Ways To Save On Taxes
|
Nov 29, 2021 |
|
Why I Love Roth IRAs
|
Nov 22, 2021 |
|
Should I Pay Off My Mortgage or Invest?
|
Nov 15, 2021 |
|
When Do I Need Life Insurance?
|
Nov 08, 2021 |
|
10 Things You Shouldn't Focus On (Financially)
|
Nov 01, 2021 |
|
The Most Important Investment Decision You'll Likely Ever Make
|
Oct 25, 2021 |
|
Should I Invest All At Once or Periodically?
|
Oct 18, 2021 |
|
The 3 Levels of Wealth
|
Oct 11, 2021 |
|
If You're Still Worried, You Aren't Wealthy
|
Oct 04, 2021 |
|
Is The Stock Market Overvalued? (And Why You Don't Need To Worry)
|
Sep 27, 2021 |
|
NFTs (Non-Fungible Tokens): How They Work & Should You Buy One?
|
Sep 20, 2021 |
|
I Just Received $100k, What Should I Do?
|
Sep 13, 2021 |
|
How Does The Stock Market Work?
|
Sep 06, 2021 |
|
What Are Capital Gains? (And How To Keep More Of What You Make)
|
Aug 30, 2021 |
|
Should I Hire A Financial Planner?
|
Aug 23, 2021 |
|
How To View Your Taxes If You’re Self-Employed
|
Aug 16, 2021 |
|
When Should I Start Saving For Retirement?
|
Aug 09, 2021 |
|
Should I Just Invest In The S&P 500 Index?
|
Aug 02, 2021 |
|
15 Year v. 30 Year Mortgage - Which Should I Do?
|
Jul 26, 2021 |
|
Should I Invest In Bitcoin?
|
Jul 19, 2021 |
|
Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners?
|
Jul 12, 2021 |
|
How Risky Is The Stock Market?
|
Jul 05, 2021 |
|
How Much Cash Is Too Much Cash?
|
Jun 28, 2021 |
|
Professional Athletes: Here's How To Manage Your Finances
|
Jun 21, 2021 |
|
Should I Invest In Individual Stocks?
|
Jun 14, 2021 |
|
Health Savings Account v. Flexible Savings Account
|
Jun 07, 2021 |
|
Should I Invest When Saving For A Home?
|
May 31, 2021 |
|
Employee Benefits (Part 2): Important Questions to ask HR Dept.
|
May 24, 2021 |
|
Employee Benefits (Part 1): Investment Questions to ask your HR Dept.
|
May 17, 2021 |
|
401(k) v. Roth 401(k): Which Should I Use?
|
May 10, 2021 |
|
Earned Income v. Passive Income
|
May 03, 2021 |
|
Renting vs. Buying: What Should I Do?
|
Apr 26, 2021 |
|
10 Common Investment Questions Answered
|
Apr 19, 2021 |
|
Roth IRA Benefits for Graduate Medical Students
|
Apr 12, 2021 |
|
Tax-Loss Harvesting vs. Tax-Gain Harvesting
|
Apr 05, 2021 |
|
How To Make Your Money Work For You
|
Mar 29, 2021 |
|
The Power Of Saving $20/month
|
Mar 22, 2021 |
|
Roth IRA vs. Traditional IRA: Which Should I Use?
|
Mar 15, 2021 |
|
Good Debt vs. Bad Debt
|
Mar 08, 2021 |
|
What Is An Index Fund?
|
Mar 01, 2021 |
|
Stock Options: What Are They And How Do They Work?
|
Feb 22, 2021 |
|
Tax Basics: What School Didn't Teach You
|
Feb 15, 2021 |
|
Should I Invest In Real Estate?
|
Feb 08, 2021 |
|
How I Invest My Own Money
|
Feb 01, 2021 |
|
How To Save For A Big Purchase
|
Jan 25, 2021 |
|
How Do I Teach Kids About Money?
|
Jan 18, 2021 |
|
The Rule of 72
|
Jan 11, 2021 |
|
How To Start Taking Control Of Your Financial Future
|
Jan 04, 2021 |
|
The Pros & Cons of Investing
|
Dec 24, 2020 |
|
Introduction to Personal Finance Redefined
|
Dec 17, 2020 |