Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

-> RETIREMENT CASH FLOW PLANNER (mentioned in episode)

Ever dreamt of retiring early? Ever pondered the difference between merely investing and investing with intention? This episode will take you through the fascinating journey of financial independence and early retirement, guided by our guest, John, a client who has walked this path. Discover the compelling power of compound growth, and how a modest 1% increase can dramatically alter your financial future. We also compare and contrast investing in small companies versus small value companies, divulging that the right choice can result in significantly higher returns.

Retirement might seem like a daunting prospect, especially if you're unsure about your savings or facing financial constraints. In this episode, we lay out strategies to make early retirement a viable option. Learn about lifestyle adjustments, the importance of avoiding burnout, and how a part-time income can bolster your financial plan. John's experience and insights provide a real-life blueprint for living within your means and calculating your necessary retirement expenses. So brace yourself for practical tips and strategies to achieve financial independence and plan for an 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.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Have you ever considered insurance as a financial instrument? This episode unveils the often overwhelming world of insurance, providing essential insights and practical advice to help you identify the type and amount of insurance you need. We explain how to effectively leverage insurance to potentially yield substantial returns, and even how having an advisor could guide you towards significant long-term savings. Your stories have also been heard, and we will share some listener experiences with insurance, shedding light on both the good and the bad.

What does early retirement mean for your insurance needs? As we delve into the subject matter, the spotlight falls on term life insurance and the potential benefits it could offer your beneficiaries in unfortunate situations. The conversation doesn't stop there; we explore an array of other insurance types, including health, auto, homeowners/renters, and long-term disability insurance. Moreover, we'll delve into the impacts of early retirement on your insurance needs, exploring topics like long-term disability, auto and pet insurance, credit card and flight insurance, along with identity theft protection services. Join us, and don't miss out on the opportunity to make sense of your insurance needs better and discover how to use it as a financial tool.

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.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Are you hustling tirelessly to fill up your retirement jar but wondering if there's a smarter way? What if we told you that sometimes, stopping your retirement savings could be the golden ticket to an early and comfortable retirement? Come, let's challenge the norms together in this unconventional episode. We promise to shed light on the crucial concepts of compound growth and opportunity cost, and how they can revolutionize your early retirement plan. A journey not just about working harder, but working smarter, and reshaping the goalposts as per your needs.

Brace yourself for a fascinating discussion on striking the perfect balance between work and enjoyment to avoid premature burnout. Pause and ponder - have you already saved enough? Get answers to tricky questions like when it might be beneficial to stop saving altogether, and the tradeoffs between working longer versus spending less. And guess what? We've crossed over 150,000 downloads and are inching towards helping over a million people retire early! To enrich this experience, we've also included some thoughtful reviews from our esteemed listeners. So, gear up to explore a new perspective on securing a satisfying 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.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Ready to ditch the 9-5 and retire early with confidence? We're peeling back the layers on precisely how to do that! This episode is all about understanding your income needs, planning for both essential and thrilling expenses, and leveraging a smart budget tool to fast-track your journey. We delve into the critical components of retirement, like Social Security and account withdrawals, to ensure you have a robust plan that sees you retiring early and living a future you've envisioned.

Let's talk about the relationship between retirement planning and financial protection, shall we? This episode illuminates the importance of having a 'war chest' and understanding market downturns. We dissect the concept of risk tolerance and capacity, and how they directly influence your growth assets. And there's more! We also tackle estate planning, leaving a legacy, and finding purpose post-retirement. So, whether you're looking to leave a gift for your children or searching for your next big adventure when the work stops, we have the strategies to make it happen. Our aim? To ensure you're not just accumulating wealth, but living the dream. Tune in and let's plan an early retirement filled with certainty and fulfillment.

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.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

What if you could maximize the benefits of your Roth IRA and embrace the spirit of the FIRE movement at the same time? That's right, we're explaining the five-year rule that determines the time frame for your first contribution and discussing why you should consider both Roth and pre-tax strategies. We're also dispelling the myth that the FIRE movement is about early retirement and idleness. Instead, we're focusing on the essence of financial independence and recreational employment, all to help you craft a robust financial plan tailored to your personal situation.

We're not stopping there! We're continuing the discussion on Roth IRAs, revealing the multitude of hidden benefits like tax-free growth, exemption from RMDs and provisional income, and the advantages of spousal Roth IRAs. We're making sure you're fully equipped to make smart financial decisions. But remember, this podcast provides valuable info, but it's always wise to consult with a tax preparer or financial advisor before making any significant financial decisions. So, buckle up for an enlightening journey towards financial independence and maximizing your Roth IRA benefits.

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.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

*Apologies for audio issue at the beginning! What was cutoff:

Asset Allocation: the returns of your portfolio.

Asset Location: the after-tax return of your portfolio.

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Today's episode:

We'll delve into the world of asset location and how it can dramatically impact your retirement planning. It's about more than just diversifying your investments; it’s about understanding the strategic importance of the different types of accounts you have and how to maximize their potential. Plus, a listener question about retiring early at 61 sparks a valuable conversation about investing wisely and living a life that aligns with your desires.

Now, imagine if you could strategically pay 0% taxes during your retirement years, wouldn't that be a game changer? This episode is all about maximizing your after-tax returns through smart asset location. While it might be tempting to focus on tax savings, we highlight why it could be more beneficial to prioritize long-term wealth growth. We also debunk some common misconceptions, like why bonds might not be the best investments for Roth Accounts. Get ready for an enlightening discussion that will challenge conventional wisdom and offer new perspectives on retirement planning.

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.

In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Let's Connect!

• Website
• YouTube
• LinkedIn

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

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.

In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Let's Connect!

• Website
• YouTube
• LinkedIn

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

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.

In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Let's Connect!

• Website
• YouTube
• LinkedIn

ENJOYED THE SHOW?

Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

Have a question you want to be answered on a future episode?

Please submit your questions here.

Create Your Custom Early Retirement Strategy

Start Here

PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

These are the most important graphs you'll see when it comes to a successful retirement: Avoid The Regret Gap (Download FREE Now)

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.

Full video on YouTube here -> How To Balance Health & Wealth For An Early Retirement

Create Your Custom Early Retirement Strategy -> Start Here

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

Have you ever sacrificed your health in pursuit of financial freedom? Our guest, Alex, a 41-year-old software engineer, shares his inspiring journey towards financial independence since 2017 and how prioritizing his well-being became an essential part of it. Listen in as we uncover Alex's struggles with work addiction, health challenges, and the valuable lessons he's learned about the importance of balance and mindfulness in achieving both financial and personal fulfillment.

In the first part of our conversation, we explore how a back injury and a type 2 diabetes diagnosis led Alex to reevaluate his priorities and focus on creating a life that values both financial security and health. As we discuss his career trajectory and the impact of overworking, Alex sheds light on the dangers of neglecting personal well-being and its long-term consequences on relationships and overall happiness. If you've ever felt consumed by your career, this episode will serve as a much-needed wake-up call to reassess your priorities and make meaningful changes.

Lastly, we dive into the guardrails approach to retirement planning and how it compares to the traditional 4% rule. Alex and I discuss the benefits of this flexible strategy that allows for optimized money management and adaptable withdrawals. As you listen to Alex's story, you'll feel inspired to start planning for the life you genuinely desire, prioritizing both your financial and personal well-being. Join us in this thought-provoking conversation and start thinking differently about your own journey to financial independence.

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.