Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
By Ari Taublieb, CFP®, MBA
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Category: Investing
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Episodes: 181
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 |
|---|---|
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3 Regrets From My Clients Who Retired Early
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Apr 15, 2024 |
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3 Classic Early Retirement Mistakes To Avoid
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Apr 08, 2024 |
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5 Situations When It Does NOT Make Sense To Implement Roth Conversions
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Apr 01, 2024 |
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Do We Have Enough To Retire (And Never Go Back To Work)?
|
Mar 25, 2024 |
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The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65
|
Mar 18, 2024 |
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This Is The Mindset Shift Needed To Retire Early With CONFIDENCE!
|
Mar 11, 2024 |
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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 |
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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 |
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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 |
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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 |
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Why You Should Consider Renting In Retirement
|
Nov 13, 2023 |
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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 |
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Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity
|
Oct 23, 2023 |
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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 |
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Balancing Emotion and Finance: The Impact of Investing Well For Retirement
|
Oct 09, 2023 |
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How To Avoid Having A GOOD Financial Plan And BAD Early Retirement
|
Oct 02, 2023 |
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How To Diversify One Stock With Massive Gains (Tax Tip)
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Sep 25, 2023 |
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An Advanced Guide To Minimizing Future RMDs
|
Sep 18, 2023 |
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Case Study Announcement: Early Retirement (YouTube ONLY)
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Sep 15, 2023 |
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How Much Safe Money Do I Need On Hand Once I'm Retired?
|
Sep 11, 2023 |
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I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?
|
Sep 04, 2023 |
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The Complete Guide To Minimizing Taxes With An Early Retirement
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Aug 28, 2023 |
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3 Tips For A Successful Early Retirement (Story)
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Aug 21, 2023 |
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A Complete Guide To Insurance Protection (What You Need and DON'T Need)
|
Aug 14, 2023 |
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Why You Should Consider To STOP Saving For Retirement *(not a typo)
|
Aug 07, 2023 |
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5 Tips So You Only Retire Early ONCE!
|
Jul 31, 2023 |
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5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)
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Jul 24, 2023 |
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How To Increase Returns With Strategic Asset Location (And What To Avoid)
|
Jul 17, 2023 |
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How to Create a Holistic Financial Strategy
|
Jul 10, 2023 |
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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 |
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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 |
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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
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Feb 13, 2023 |
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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 |
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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 |
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How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
|
Dec 12, 2022 |
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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 |
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How To Build A Customized All-Weather Investment Portfolio
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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 |
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3 Ways To Create Tax-Free Income (Yes, 0% Taxes)
|
Oct 17, 2022 |
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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 |
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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 |
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Should I Invest In Bitcoin?
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Jul 19, 2021 |
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Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners?
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Jul 12, 2021 |
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How Risky Is The Stock Market?
|
Jul 05, 2021 |
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How Much Cash Is Too Much Cash?
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Jun 28, 2021 |
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Professional Athletes: Here's How To Manage Your Finances
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Jun 21, 2021 |
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Should I Invest In Individual Stocks?
|
Jun 14, 2021 |
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Health Savings Account v. Flexible Savings Account
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Jun 07, 2021 |
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Should I Invest When Saving For A Home?
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May 31, 2021 |
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Employee Benefits (Part 2): Important Questions to ask HR Dept.
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May 24, 2021 |
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Employee Benefits (Part 1): Investment Questions to ask your HR Dept.
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May 17, 2021 |
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401(k) v. Roth 401(k): Which Should I Use?
|
May 10, 2021 |
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Earned Income v. Passive Income
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May 03, 2021 |
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Renting vs. Buying: What Should I Do?
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Apr 26, 2021 |
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10 Common Investment Questions Answered
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Apr 19, 2021 |
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Roth IRA Benefits for Graduate Medical Students
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Apr 12, 2021 |
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Tax-Loss Harvesting vs. Tax-Gain Harvesting
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Apr 05, 2021 |
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How To Make Your Money Work For You
|
Mar 29, 2021 |
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The Power Of Saving $20/month
|
Mar 22, 2021 |
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Roth IRA vs. Traditional IRA: Which Should I Use?
|
Mar 15, 2021 |
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Good Debt vs. Bad Debt
|
Mar 08, 2021 |
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What Is An Index Fund?
|
Mar 01, 2021 |
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Stock Options: What Are They And How Do They Work?
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Feb 22, 2021 |
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Tax Basics: What School Didn't Teach You
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Feb 15, 2021 |
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Should I Invest In Real Estate?
|
Feb 08, 2021 |
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How I Invest My Own Money
|
Feb 01, 2021 |
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How To Save For A Big Purchase
|
Jan 25, 2021 |
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How Do I Teach Kids About Money?
|
Jan 18, 2021 |
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The Rule of 72
|
Jan 11, 2021 |
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How To Start Taking Control Of Your Financial Future
|
Jan 04, 2021 |
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The Pros & Cons of Investing
|
Dec 24, 2020 |
|
Introduction to Personal Finance Redefined
|
Dec 17, 2020 |