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Artwork for Early Retirement

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

Ari Taublieb, CFP®, MBA
Early Retirement
Retirement Planning
Financial Planning
Tax Strategy
Tax Planning
Estate Planning
Investment Strategies
Social Security
Personal Finance
Financial Independence
Asset Allocation
Brokerage Account
Sequence Of Return Risk
Capital Gains Tax
Roth IRA
Health Prioritization
Charitable Giving
Retirement Accounts
Roth Conversions
Financial Freedom

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

PublishesTwice weeklyEpisodes303Founded5 years ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

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Artwork for Early Retirement

Latest Episodes

Most advisors start with one question: “What’s your risk tolerance?”

In retirement, that question might steer you in the wrong direction.

In today’s episode, Ari breaks down why traditional risk questionnaires fail, and the better framework that act... more

YouTube

Deciding when to claim Social Security is one of the most important retirement choices you’ll make, but most people approach it the wrong way. They pick an age early, cling to it for years, and assume the “best” decision never changes. In reality, th... more

YouTube

Stop letting your birthday decide your bond mix.

That “age in bonds” rule feels safe, but it can quietly rob you of growth, freedom, and spending power.

In this episode, Ari challenges the traditional 60/40 rule and shows how to build a smarter all... more

YouTube

Everyone wants better returns. Almost no one talks about where those returns should live.

You can own all the right investments and still lose thousands a year if they sit in the wrong place.

Asset location is one of those quiet advantages that does... more

YouTube

Key Facts

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Recent Guests

James Conole
Founder of Root Financial Partners
Root Financial Partners
Episode: Special Announcement - NEW SHOW!

Host

Ari Taublieb
Certified Financial Planner and host of the Early Retirement Podcast, focuses on helping listeners navigate the complexities of retirement planning and achieving financial freedom through personalized strategies.

Reviews

4.7 out of 5 stars from 713 ratings
  • Great podcast

    The best early retirement content around that doesn’t make me fall asleep. Love the superhero account and healthcare tips!

    Apple Podcasts
    5
    Amber7634
    United States25 days ago
  • Healthcare in Retirement Episode

    Really appreciate the good information regarding Marketplace / Affordable Care Act in 2026. Very helpful and timely.

    Apple Podcasts
    5
    Nathan1963
    United Statesa month ago
  • Great content

    Very informative and easy to listen to.

    Apple Podcasts
    5
    NSBcomber
    United Statesa month ago
  • Great show good content

    I have been listening to Ari for a year or so now. I like his style, his topics and examples. Good content overall and there is something here for everyone ! Keep it up Ari !

    Apple Podcasts
    5
    RetiredPerPlan
    United States2 months ago
  • Sound advice

    I live in the UK but most of the concepts about early retirement discussed are universal and I am so grateful for this pod it has made me rethink my retirement and planning for early finish now to enjoy more life and less work

    Apple Podcasts
    5
    Christym7
    United Kingdom2 months ago

Listeners Say

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

The frequent use of real-life stories adds a personal touch that listeners value.
Listeners say that the podcast helps them rethink their retirement strategies and provides sound financial advice.
The approachability of the host, along with his personable style, is frequently highlighted as a strong point.
Many find the examples used relatable and helpful for their own financial situations.
There are mentions of a desire for tighter editing in some episodes, indicating a wish for more concise content without losing depth.
Listeners appreciate the clear and concise delivery of complex topics, making retirement planning accessible for everyone.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Why Only 3% of US Retirees Have Over $1M
Q: Would you rather retire today and spend $5,000 a month after taxes, or keep working three more years to spend $8,000 a month?
Ari encourages listeners to reflect on their retirement expenses versus working longer for increased monthly expenditure.
How to Know If You’re Ready to Retire (Hint: It’s Not Just About Money)
Q: How should you approach the decision to retire?
Consider your savings, see if you could retire comfortably, and think about the psychological impact of leaving work.
Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial Plan
Q: Why would I actually consider this?
You might want flexibility and a higher degree of control over your investments with immediate access to funds.
Root Talks: How We Plan When Markets Are Volatile
Q: How does the intersection of fun and service look in a bear market?
You prepare for hard times by developing healthy relationships and habits during the good times.
Root Talks: How We Plan When Markets Are Volatile
Q: How do you take something that can be super serious and emotionally draining and keep the fun times going?
We need to start by defining fun, and it's about doing meaningful work with people we love doing it with and ensuring we have healthy relationships.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Early Retirement

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

This show provides practical insights and strategies focused on early retirement and financial freedom. The host emphasizes understanding various financial parameters such as tax strategies, investment account optimization, and personalized retirement planning, aiming to ease the often overwhelming journey towards early retirement. Each episode employs real-life examples and client anecdotes to illustrate complex concepts in an accessible manner, highlighting the holistic nature of financial planning beyond just monetary aspects.

Listeners can expect to engage in discussions that bridge the gap between traditional financial advice and the personal desires behind wanting to retire early. It distinguishes itself by not only covering financia... more

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How many listeners does Early Retirement get?

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What are the audience demographics for Early Retirement?

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How many subscribers and views does Early Retirement have?

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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. Stay Wealthy Retirement Podcast
4. Retirement Planning Education, with Andy Panko
5. Retirement Answers

How many episodes of Early Retirement are there?

Early Retirement launched 5 years ago and published 303 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. James Conole

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