Ari Taublieb, CFP®, MBA
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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
Podcast website
Latest episode
Jul 6, 2026
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Episodes
How Much Cash Do I Need On Hand? 31.01.2022 8:00
Our topic on this episode of the Personal Finance Redefined podcast is about how much cash you need to have at all times. What amount of cash is too much cash? How much cash should I have at all times? I'm on YouTube ! Check out the page here for more content like this. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Fina...
5 Tips To Become Financially Free 24.01.2022 7:37
Our topic on this episode of the Personal Finance Redefined podcast is about the 5 steps to become financially free. What are the 5 steps to become financially free and how can you apply them to your individual situation? I'm on YouTube ! Check out the page here for more content like this. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth I...
Where Should I Save For A Down Payment? 17.01.2022 8:03
Our topic on this episode of the Personal Finance Redefined podcast is about where you should save for a down payment. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Ins...
Should I Be In A 100% Stock Portfolio? 10.01.2022 8:18
Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should have a portfolio allocation of 100% stocks. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's...
When Should I Hire A Financial Planner? 03.01.2022 11:18
Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website Li...
How To Beat Inflation 28.12.2021 9:23
Our topic on this episode of the Personal Finance Redefined podcast is about how to beat inflation. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SH...
4 Tips For Young Investors 20.12.2021 8:11
Our topic on this episode of the Personal Finance Redefined podcast is 4 tips for young investors. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHO...
When Should I Buy A Home? 13.12.2021 10:40
Our topic on this episode of the Personal Finance Redefined podcast is about when it makes sense to buy a home. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram...
The Ultimate Investor Cheat Sheet (Lessons & Stories) 06.12.2021 11:00
Our topic on this episode of the Personal Finance Redefined podcast is about the lessons and stories from history's greatest investors (and how we can apply them to our financial situation). We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Sched...
4 Easy Ways To Save On Taxes 29.11.2021 11:36
Our topic on this episode of the Personal Finance Redefined podcast is about the 4 ways you can easily save on taxes. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Inst...
Why I Love Roth IRAs 22.11.2021 12:54
Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs (and why I love them). We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram EN...
Should I Pay Off My Mortgage or Invest? 15.11.2021 12:41
Our topic on this episode of the Personal Finance Redefined podcast is about paying off a mortgage v. investing. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram...
When Do I Need Life Insurance? 08.11.2021 9:32
Our topic on this episode of the Personal Finance Redefined podcast is about understanding life insurance and when/if you need it. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website...
10 Things You Shouldn't Focus On (Financially) 01.11.2021 12:30
Our topic on this episode of the Personal Finance Redefined podcast is about ten things that you shouldn't focus on. There are a lot of things you should focus on, but knowing what you shouldn't focus on will help you prioritize. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals,...
The Most Important Investment Decision You'll Likely Ever Make 25.10.2021 11:56
Our topic on this episode of the Personal Finance Redefined podcast is about the most important decision you'll likely ever make. We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Webs...
Should I Invest All At Once or Periodically? 18.10.2021 10:00
Our topic on this episode of the Personal Finance Redefined podcast is about investing all at once (lump-sum) v. dollar-cost averaging (periodically). We're on YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let&apos...
The 3 Levels of Wealth 11.10.2021 9:45
Our topic on this episode of the Personal Finance Redefined podcast is about the three levels of wealth. We're o n YouTube ! Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY...
If You're Still Worried, You Aren't Wealthy 04.10.2021 9:51
Our topic on this episode of the Personal Finance Redefined podcast is about understanding how to take control of your finances because if you're still worried, you aren't wealthy (quote from Nick Murray's "Simple Wealth, Inevitable Wealth"). Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Go...
Is The Stock Market Overvalued? (And Why You Don't Need To Worry) 27.09.2021 11:01
Our topic on this episode of the Personal Finance Redefined podcast is about the stock market and if it is overvalued. Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? D...
NFTs (Non-Fungible Tokens): How They Work & Should You Buy One? 20.09.2021 12:27
Our topic on this episode of the Personal Finance Redefined podcast is about NFTs (non-fungible tokens). Planning Points Discussed Retirement Planning Capital Appreciation Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss...
I Just Received $100k, What Should I Do? 13.09.2021 8:29
Our topic on this episode of the Personal Finance Redefined podcast is about what to do when you come into a windfall (large sum of money). Questions discussed: How should I view this lump-sum? What are the pros and cons of each strategy? What should I invest in for my financial goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn In...
How Does The Stock Market Work? 06.09.2021 13:19
Our topic on this episode of the Personal Finance Redefined podcast is the stock market! Questions discussed: How does the stock market even work? How can I make sure I don't lose all of my money when I invest? What should I invest in for my financial goals? Are you ready to start taking control of your financial future? Interested In Working With Ari? Schedule Your Free Consultation Call Her...
What Are Capital Gains? (And How To Keep More Of What You Make) 30.08.2021 8:00
Our topic on this episode of the Personal Finance Redefined podcast is about capital gains and specifically the difference between capital gains and ordinary income. Questions discussed: How should I view my tax situation in regards to capital gains I owe? How can I limit my tax bill? What should I invest in for my financial goals? Are you ready to start taking control of your financial future? Sc...
Should I Hire A Financial Planner? 23.08.2021 15:05
Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should hire a financial planner. Questions discussed: When should I hire a financial planner? What are the pros and cons? Does everyone need one? What should I invest in for my financial goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website Linked...
How To View Your Taxes If You’re Self-Employed 16.08.2021 9:41
Our topic on this episode of the Personal Finance Redefined podcast is about taxes for self-employed individuals (or couples). Questions discussed: How should I view my taxes if I'm self-employed? What are the pros and cons? What should I invest in for my financial goals? References: Hurdlr IRS Instructions Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's C...
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