Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Business EN ↓ 334 episodes

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 puttin...

Author

Ari Taublieb, CFP®, MBA

Category

Business

Podcast website

earlyretirementpodcast.com

Latest episode

Jul 6, 2026

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Episodes

Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement 18.07.2022

Our topic on this episode of the Early Retirement podcast is about the most fulfilling activities for a meaningful retirement. Questions Answered What activities create the most meaningful retirement? How can you start practicing retirement before being retired? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this....

Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement 11.07.2022

Our topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement. Questions Answered What are the primary benefits of Roth IRAs in retirement? When does it make sense to contribute to Roth IRAs? How does this impact your overall retirement plan? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Intere...

Social Security Benefits - How To Optimize Your Retirement Income 04.07.2022

Our topic on this episode of the Early Retirement podcast is about how you can optimize your Social Security benefits.  Questions Answered Should you collect Social Security early? When does it make most sense to collect Social Security? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here PS: Before anyone deci...

A Complete Guide To Surviving Bear Markets 27.06.2022

Our topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets. Questions Answered How should you invest in a bear market? What should you consider when it comes to bear markets (and its impact on retirement)? How does this impact your overall retirement plan? NEW: I'm on YouTube! Want a custom strategy to retire early? Get Started Today Here P...

Special Announcement - I'm Featured on the Ready for Retirement Podcast! 21.06.2022

I was recently featured on the Ready for Retirement Podcast ! Full episode available here on the podcast apps and also here on YouTube. Also, I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We...

Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year 20.06.2022

Our topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're...

Personal Finance in Retirement - How To Maximize Your Retirement Finances 13.06.2022

Our topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything you want. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with ou...

Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation? 06.06.2022

Our topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our service...

Retirement Portfolio - Why & How You Should Rebalance Your Portfolio 30.05.2022

Our topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to he...

5 Things I Wish I Knew About Money When I Was Younger 23.05.2022

Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure...

Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire 16.05.2022

Our topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to en...

Retirement Income - How To Optimize Your Finances In Retirement 09.05.2022

Our topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth...

Financial Freedom - How Much Money Do You Need To Be "Money Free"? 02.05.2022

Our topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through a...

Bear Markets in Retirement - A New Way To Think About Market Downturns 25.04.2022

Our topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through a...

Retirement Investing - 5 Tips To Know 18.04.2022

Our topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an i...

Early Retirement - 3 Key Rules To Retire Early 11.04.2022

Our topic on this episode of the Early Retirement podcast is about the three key rules to retire early. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning...

Retirement Annuities: Should I Buy An Annuity For Guaranteed Income? 04.04.2022

Our topic on this episode of the Early Retirement podcast is about whether or not you should buy an annuity for guaranteed income. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go t...

Investing Strategy Tip - Should I Just Buy & Hold My Investments? 28.03.2022

Our topic on this episode of the Early Retirement podcast is about buying and holding investments. NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit to help you reach your goals. We go through an in-depth planning proc...

Retirement Goals - How To Prioritize Your Financial Goals 21.03.2022

Our topic on this episode of the Early Retirement podcast is about prioritizing your financial goals. Questions answered: How can I make sure I'm saving enough for retirement? What are the best strategies to retire early? What are the major goals financial planners help people accomplish? FREE Checklist: Prioritize Your Financial Goals NEW: I'm on YouTube ! Check out the YouTube page her...

Tax Planning In Retirement - How To Save On Taxes 14.03.2022

Our topic on this episode of the Early Retirement podcast is about preparing for tax time! Ensure you don't pay a dime more than you need to with tax tips and a checklist (below). 2021 Tax Return Checklist NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we...

Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes 07.03.2022

Our topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime. NEW: I'm on YouTube ! Check out the YouTube page here for more cont...

Retirement Tips - 5 Tips To Retire Early 28.02.2022

Our topic on this episode of the early retirement podcast is about 5 tips to retire early. Questions Answered: What are the best strategies to retire early? What should I consider if I want to retire early? NEW: I'm on YouTube ! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we wan...

Investing Tips - A Complete Guide To Investing in Retirement 21.02.2022

Our topic on this episode of the Personal Finance Redefined podcast is about FAQs that I receive about investing. Questions Answered: What are the best investments for long-term growth? What investments make most sense based on my individual situation? What are the various types of investments out there? I'm on YouTube ! Check out the page here for more content like this. Interested In Workin...

Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio? 14.02.2022

Our topic on this episode of the Personal Finance Redefined podcast is about cryptocurrency, how to view it, and whether or not it makes sense to have a portion in your portfolio. I'm on YouTube ! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to make sure we're the best fit t...

How I Invest My Own Money 07.02.2022

Our topic on this episode of the Personal Finance Redefined podcast is about how I invest my own money. What is the framework I take with my own money? How can you use this framework for your individual situation? I'm on YouTube ! Check out the page here for more content like this. Interested In Working With Ari? Apply Here Before anyone decides to move forward with our services, we want to m...

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