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Artwork for Early Retirement

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

Ari Taublieb, CFP®, MBA
Retirement Planning
Early Retirement
Financial Planning
Retirement
Tax Planning
Social Security
Tax Strategy
Roth Conversions
Healthcare Costs
Personal Finance
Investment Strategies
Financial Independence
Investment Strategy
Financial Freedom
Estate Planning
Root Financial Partners
Investing
Taxes
Healthcare
4% Rule

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 ... more

PublishesWeeklyEpisodes350Founded6 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Early Retirement

Latest Episodes

The mistake most people make heading into retirement is not saving too little. It is saving too much, in the wrong places, and then spending retirement too cautiously to enjoy it.

Ari walks through nine lessons drawn from client conversations and re... more

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️

→ learn.rootfinancial.com/c4f8d0

The most common regret Ari hears from retirees is not that they ran out of money. It is that they waited too long to start enjoying ... more

YouTube

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️

→ learn.rootfinancial.com/e6f2e4

Vanguard's 2026 How America Saves report covers data from over five million retirement plan participants, and the numbers reveal som... more

YouTube

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️

→ learn.rootfinancial.com/a60c21

Most retirement relocation conversations start and end with Florida, Arizona, or Texas. The states that actually deserve more attent... more

YouTube

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Recent Guests

Herb Walker
Former federal employee who retired early and later faced cancer diagnosis
Former federal employee, living in North Carolina
Episode: Ex-Federal Employee Reveals Overcoming Obesity And Importance of Retiring In Your 50s | Retirement Reality
Sue Wynn
Former executive who previously worked at the Big Four; lifelong learner pursuing time with friends, family, and social groups
Independent retirement mentor
Episode: Early Retiree Reveals The Truth About Finding Purpose In Retirement | Retirement Reality
James Conole
Founder of Root Financial Partners
Root Financial Partners
Episode: Special Announcement - NEW SHOW!

Host

Ari Taublieb
Host of the show and founder of the Early Retirement Academy

Reviews

4.7 out of 5 stars from 761 ratings
  • Weekly listener

    I really enjoy listening to Ari. I’m happy that he has changed the format a couple times to keep things interesting. I love that he addresses real people and scenarios. There’s a lot of other content out there with these authors and gurus making the rounds and so all those podcasts start to sound the same. One thing that I wish Ari would do is just stop using the 4% rule every episode since he doesn’t like it. I know it’s simple for fast calculations but if you make it a point to say you don’t a... more

    Apple Podcasts
    5
    MattyPattie
    United Statesa month ago
  • Thank you

    I have been listening for over 2 years and all the information is very good. Could you please go over structured notes. I appreciate all the effort you put into the podcasts, I listen when I am walking and you make it very informative. Thank you again and keep up the great work. Love you positive energy!!!

    Apple Podcasts
    5
    The fun biker
    United States7 months ago
  • New to retirement consideration

    I’m about a year & a half out from retirement. Just starting to learn. I can’t believe how much there is to learn. Ari is the best! I love the real people episodes. I also love the other format. Keep up the good work!

    Apple Podcasts
    5
    Dar724
    United States7 months ago
  • Real Retirement Interviews

    Hi Ari thanks for creating the real person retirement chats. These have become my favorite episodes. I am very close to retirement and these chats are helping me realize it is almost time. I would like to hear more about their finances if they would be willing to share sine the biggest fear of retiring is running out of money. Thanks again for sharing your knowledge!

    Apple Podcasts
    5
    Cajun Retirement
    United States8 months ago
  • Great podcast

    Really enjoy. Goes a little sideways sometimes. Please please turn off the computer noises, very distracting. This is a recent change, unsure if using new software. Thank

    Update: really enjoyed until last month. Becoming way too long with 10+ minute introductions. Our time is valuable. Please start editing your content.

    Apple Podcasts
    3
    Anonymous9876543
    Canada9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback calls for tighter editing and shorter intros, but the content remains highly actionable and engaging.
Audience appreciates the clarity and real-world case studies over theory.
Listeners value the practical, real-person retirement stories and actionable strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Shocking Reality Of What A $5M Retirement Looks Like In 2026 | Early Retirement Hotline
Q: What should someone focus on first when considering early retirement with a multi-million portfolio?
Focus on building a robust withdrawal strategy that fits their lifestyle, avoid overreliance on a single stock, and ensure the plan aligns with health care needs and personal goals, while recognizing this is general guidance and not personalized advice.
Why Don't We Feel We Can Retire With Numbers That Look Good? | Early Retirement Hotline
Q: am I in a good spot to retire based on the inputs and outputs of my plan?
The host emphasizes validating your numbers, considering potential future variables, and not relying on emotions alone. If the inputs and outputs align with your goals and you've tested scenarios (including Roth conversions and healthcare costs), you are in a reasonable position to retire; otherwise, seek professional validation or adjust your plan.
"Should I Go Retire Early And Live Abroad?" | Early Retirement Hotline
Q: When should I actually look at a Roth conversion?
Ari begins by outlining that the decision to convert depends on your current and expected future tax situation, the size of your retirement accounts, and how long you expect to be in a lower tax bracket. He emphasizes considering your personal scenario and using general guidelines rather than a one-size-fits-all rule, and he notes that he will provide broader guidance rather than personalized advice in this format.
Why Smart Retirees Don't Delay Collecting Their Pension | Early Retirement Hotline
Q: How should someone approaching early retirement at 58 evaluate their income needs?
Start with fixed income coming in from pensions and Social Security, then determine how much must come from the portfolio to cover the gap, using a simple framework rather than chasing an artificial number. Consider a guardrails approach with diversified assets to reduce sequence-of-return risk.
Once You Have Saved This Much For Retirement, Start Spending | Early Retirement Hotline
Q: We would love to retire at 10,000 per month. Do you have any guidance on whether that's feasible given our accounts and plans?
Guidance centers on aligning spending with actual expenses, evaluating income streams (pension, Social Security), and using a framework like the 4% rule as a rough guide, while stressing personalization and consideration of taxes and healthcare.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Early Retirement

What is Early Retirement about and what kind of topics does it cover?

The show centers on practical, real-world paths to financial independence and early retirement, using case studies from guests who have retired early or are navigating retirement on their terms. Episodes emphasize how to structure investments, tax strategy, and withdrawal plans to gain flexibility and freedom, with recurring themes around healthcare costs, purpose-driven work in retirement, and testing ideas before pulling the trigger. Unique angles include the “superhero account” concept for healthcare and withdrawals, as well as concrete budgeting and lifestyle experiments that illustrate how people balance money, meaning, and time. Listeners can expect approachable, example-driven discussions aimed at turning complex retirement planning ... more

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How many listeners does Early Retirement get?

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Which podcasts are similar to Early Retirement?

These podcasts share a similar audience with Early Retirement:

1. Ready For Retirement
2. Retirement Starts Today
3. Retirement Answers
4. Stay Wealthy Retirement Podcast
5. Your Money, Your Wealth

How many episodes of Early Retirement are there?

Early Retirement launched 6 years ago and published 350 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Early Retirement?

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What guests have appeared on Early Retirement?

Recent guests on Early Retirement include:

1. Herb Walker
2. Sue Wynn
3. James Conole

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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