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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
Roth IRA
Capital Gains Tax
Health Prioritization
Charitable Giving
Roth Conversions
Retirement Accounts
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 weeklyEpisodes300Founded5 years ago
Number of ListenersCategories
InvestingEntrepreneurshipBusiness

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Artwork for Early Retirement

Latest Episodes

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

Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms.

This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “number”—but feel s... more

YouTube

Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live.

In this episode, Ari Taublieb, CFP®, shares the five things eve... more

YouTube

Retirement doesn’t come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks.

First, get clear on monthly... more

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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 Vice President of Root Financial Partners specializing in early retirement and financial strategy. Ari has a unique ability to make complex financial topics approachable and relatable through personal anecdotes and case studies from his clients.

Reviews

4.7 out of 5 stars from 700 ratings
  • 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 Statesa month 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 Kingdoma month ago
  • Sales Exec

    Wish I would have had this insight 20 years earlier.

    Thanks for making me rethink my retirement strategy.

    Apple Podcasts
    5
    regency 77
    United States2 months ago
  • Super “Human”

    Hey Ari. You need to tell James it’s a Super Hero” , not “Super Human” account. Lol

    Apple Podcasts
    5
    GF2112GF
    United States5 months ago
  • Where’s Ari

    Love this quick informative good info. Miss Ari past few podcasts. I love him.

    Apple Podcasts
    5
    crazyswimmom
    United States5 months ago

Listeners Say

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

Several reviews highlight that the host's anecdotes resonate with real-life situations, making the content relatable and engaging. Listeners value Ari's focus on the emotional aspects of financial planning and retirement, appreciating his holistic approach that considers both financial and personal fulfillment.
Many listeners appreciate the simple and practical advice provided, noting that it is tailored and actionable. Ari's engaging delivery style is frequently praised for clarifying complex financial concepts and making them digestible. Feedback suggests that the podcast fosters a sense of community around shared financial goals, with many feeling motivated to take proactive steps toward their retirement plans. There are also critiques regarding occasional repetitiveness in content, but these do not seem to overshadow the overall positive reception.

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
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Frequently Asked Questions About Early Retirement

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

The content focuses on guiding listeners towards achieving early retirement through financial education and planning. It offers practical insights on investment strategies, tax planning, and retirement preparedness, often sharing real-life case studies to illustrate the process. Listeners are encouraged to consider their own values and aspirations for retirement, with episodes emphasizing the importance of having a comprehensive financial strategy that enables a stress-free approach to retirement, rather than merely accumulating wealth. Notably, the host provides relatable anecdotes to connect with the audience, making complex financial topics accessible and engaging. The overarching goal is to empower individuals with the knowledge and too... more

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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 Answers
5. Retirement Planning Education, with Andy Panko

How many episodes of Early Retirement are there?

Early Retirement launched 5 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Early Retirement?

Recent guests on Early Retirement include:

1. James Conole

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