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 the best strategy to save on taxes when I do charitable giving?Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financi...

A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)

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).

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Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereReady to redefine the concept of retirement? My latest broadcast delves into the exhilarating world of early retirement planning, promising a treasure trove of strategies for seizing control over your work life — before the traditional retirement age calls your name. You’ll be introduced to the Early Retirement Academy, a beacon of hope for those aimi...

How Much Should I Be Saving To Retire Early?

Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereFlowchart on Inheriting Accounts (mentioned in episode)Navigate the financial maze of inheritance with me as we uncover the vital steps to securing your legacy without drowning in taxes. A revealing tale from my practice showcases the weighty decisions faced by those expecting wealth transfers, and sets the stage for a thorough exploration of the tax ...

A Complete Guide To Inheriting Money (Tax Planning)

Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereReady to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This episode of the Early Retirement Podcast is a treasure trove of insights, providing a checklist for assessing your readiness to retire early. It's not j...

4 Steps To Determine When You Can Retire Early

Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereCould the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the layers of retirement planning, keeping it simple, yet profound. We're saying goodbye to the mundane and hello to an episode filled with practical insi...

Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc.

Create Your Custom Early Retirement Strategy HereFREE eBook: Navigating Health Insurance Before 65Get Started with Move HealthGet access to the same software I use for my clients and join the Early Retirement Academy hereUnlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This episode features Cole from Move Health, who joins us to unravel the intertwining of healthcare subsidies and Roth conversions, so you can discover how to n...

A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)

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