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 RetirementImagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thous...

I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

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).

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Entrepreneurship

Create Your Custom Early Retirement Strategy Here2-Question Survey To Receive Academy Discount Code Before June 1stFlowchart 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 implications that come with d...

A Complete Guide To Inheriting Money (Tax Planning)

Create Your Custom Early Retirement Strategy 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 just about having enough money; it's about envisioning your life's next chapter. We'll discuss t...

4 Steps To Determine When You Can Retire Early

Create Your Custom Early Retirement Strategy 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 insights and real-life scenarios that will not only educate but also entertain. Discover how being ...

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 HealthUnlock 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 navigate these waters for a secure financial future. We promise to equip you with strategies to ...

How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early

Create Your Custom Early Retirement Strategy HereFREE eBook: Navigating Health Insurance Before 65Get Started with Move Health Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that swan dive for just a moment to consider a crucial piece: health insurance. I'm here, with the esteemed Medicare insurance specialist Lyndia, to unveil the roadmap to securing your health coverage before you blow out the candles on your 65th birt...

I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

Download our free app to listen on your phone