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
When Should I Start Saving For Retirement? 09.08.2021 9:24
Our topic on this episode of the Personal Finance Redefined podcast is about saving for retirement. Questions discussed: How risky is the stock market? When should I start saving for retirement? What should I invest in for my financial goals? Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play...
Should I Just Invest In The S&P 500 Index? 02.08.2021 9:47
Our topic on this episode of the Personal Finance Redefined podcast is about investing in the S&P 500 index. Questions discussed: How risky is the stock market? When should I invest? 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 Instagram ENJOY THE SHOW? Don't miss an episode,...
15 Year v. 30 Year Mortgage - Which Should I Do? 26.07.2021 10:36
Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 15 year and 30 year mortgages. Questions discussed: What is the best mortgage for my goals? What are the benefits of each? What are the cons of each? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't m...
Should I Invest In Bitcoin? 19.07.2021 6:12
Our topic on this episode of the Personal Finance Redefined podcast is about investing in Cryptocurrencies, specifically Bitcoin. Questions discussed: How risky are cryptocurrencies? Should I Invest in Bitcoin? What is the best strategy for my goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't m...
Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners? 12.07.2021 8:28
Our topic on this episode of the Personal Finance Redefined podcast is about Solo 401(k)s & SEP IRAs. Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit...
How Risky Is The Stock Market? 05.07.2021 7:27
Our topic on this episode of the Personal Finance Redefined podcast is about the riskiness of the stock market. Questions discussed: How risky is the stock market? When should I invest? 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 Instagram ENJOY THE SHOW? Don't miss an episode, s...
How Much Cash Is Too Much Cash? 28.06.2021 5:31
Our topic on this episode of the Personal Finance Redefined podcast is about if there's such thing as having too much cash. Is there such thing as having too much cash? When should I start to invest? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts ,...
Professional Athletes: Here's How To Manage Your Finances 21.06.2021 6:48
Our topic on this episode of the Personal Finance Redefined podcast is the about how to manage your finances as a professional athlete. This framework works for all individuals but is tailored to professional athletes. Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Ap...
Should I Invest In Individual Stocks? 14.06.2021 8:44
Our topic on this episode of the Personal Finance Redefined podcast is about investing in individual stocks. Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Subm...
Health Savings Account v. Flexible Savings Account 07.06.2021 6:33
Our topic on this episode of the Personal Finance Redefined podcast is about the differences between HSA's (Health Savings Accounts) & FSA's (Flexible Savings Accounts). Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Sub...
Should I Invest When Saving For A Home? 31.05.2021 10:19
Our topic on this episode of the Personal Finance Redefined podcast is about whether or not you should invest when saving for a home. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement St...
Employee Benefits (Part 2): Important Questions to ask HR Dept. 24.05.2021 5:09
Our topic on this episode of the Personal Finance Redefined podcast is the second episode of a two-part series about investment questions (and non-financial questions) to ask your HR Dept. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode...
Employee Benefits (Part 1): Investment Questions to ask your HR Dept. 17.05.2021 6:19
Our topic on this episode of the Personal Finance Redefined podcast is about investment questions to ask your HR Dept. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy Here Get...
401(k) v. Roth 401(k): Which Should I Use? 10.05.2021 6:26
Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 401(k)s and Roth 401(k)s. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early Retirement Strategy...
Earned Income v. Passive Income 03.05.2021 7:16
Our topic on this episode of the Personal Finance Redefined podcast is about the difference between two types of income: Earned Income v. Passive Income. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custo...
Renting vs. Buying: What Should I Do? 26.04.2021 8:04
Our topic on this episode of the Personal Finance Redefined podcast is about the differences between renting and buying. Thank you for submitting your question! Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your...
10 Common Investment Questions Answered 19.04.2021 15:33
Our topic on this episode of the Personal Finance Redefined podcast is about when, how, and why we invest. The questions today were submitted by a listener. Thanks for supporting the show and keep submitting your questions! Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question yo...
Roth IRA Benefits for Graduate Medical Students 12.04.2021 5:34
Our topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs and the power of taking advantage of current tax brackets, especially for individuals who will see their income rise significantly over time. Click Here For Your Free Budget Checklist: AAMC Budget Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Pod...
Tax-Loss Harvesting vs. Tax-Gain Harvesting 05.04.2021 7:45
Our topic on this episode of the Personal Finance Redefined podcast is about the difference between tax-gain harvesting & tax-loss harvesting, and how they can be used to help you achieve your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want ans...
How To Make Your Money Work For You 29.03.2021 8:49
Our topic on this episode of the Personal Finance Redefined podcast is about how to make your money work for you to achieve your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Custom Early R...
The Power Of Saving $20/month 22.03.2021 7:42
Our topic on this episode of the Personal Finance Redefined podcast is about the impact saving $20/month could have to help you reach your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your Cust...
Roth IRA vs. Traditional IRA: Which Should I Use? 15.03.2021 10:39
Our topic on this episode of the Personal Finance Redefined podcast is about understanding the difference between a Roth IRA and Traditional IRA, and how that may impact your financial decisions. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future...
Good Debt vs. Bad Debt 08.03.2021 10:10
Our topic on this episode of the Personal Finance Redefined podcast is about the different types of debt, which types of debt can be beneficial and which types can be harmful to your financial goals. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a fut...
What Is An Index Fund? 01.03.2021 10:54
Our topic on this episode of the Personal Finance Redefined podcast is about index funds. Questions answered: What is an index fund? Should I be invested in index funds? What's best for my individual situation? Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want a...
Stock Options: What Are They And How Do They Work? 22.02.2021 9:30
Our topic on this episode of the Personal Finance Redefined podcast is about stock options. What are they, how they work, and what to know about stock options. Let's Connect! Website LinkedIn Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answered on a future episode? Submit it here Create Your...
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