Hiring an advisor should be based on the experience you are looking for. 

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement.

In this episode, you'll learn how to determine your own healthcare cost (pre-65), how to qualify for federal subsidy, how to determine if you should do Roth Conversions instead, and pro tips from our clients who retired early and kept healthcare cost low.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.

Understand the role of when conversions make sense and when they don't. That's what this episode is all about.

Begin optimizing what you've worked so hard for and implement conversions when applicable. 

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Real estate can be a wonderful investment, but don't let your net worth trick you.

Many clients want to downsize and then determine they love their home and don't want to move.

Understand the role of your home in relation to your overall financial strategy.

In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it!

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

What if you could choose to work not because you have to, but because you genuinely want to?

I want to ensure you don't work longer than necessary, without working too long!

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.

This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.

I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know).

The truth is those don't rules apply to you if you want to optimize an early retirement.

You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc.

I walk you through what you do and don't need to worry about when it comes to your early retirement.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

I didn't like financial advisors growing up - so why did I become one?

Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. 

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.