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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
Financial Planning
Early Retirement
Retirement
Tax Planning
Tax Strategy
Social Security
Healthcare Costs
Roth Conversions
Personal Finance
Investment Strategies
Financial Independence
Investment Strategy
Financial Freedom
Estate Planning
Root Financial Partners
Investing
Root Financial
Financial Advising
Taxes

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

PublishesWeeklyEpisodes330Founded5 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Early Retirement

Latest Episodes

Two weeks into retirement, Jatin is already proving something powerful: you don’t need decades of experience as a retiree to know when it’s time to reclaim your life. After a sudden health scare on a road trip, long days in IT project management, and... more

Robert is five days away from retirement, and after decades in high-stress telecom and cybersecurity roles, hundreds of flights, and more than six years spent living in Marriott hotels, he’s finally choosing something he’s never had enough of: time. more

Retirement feels different when you’re close enough to see the real fears and trade-offs. Hana is just a few years away from stepping out of active duty, and she shares what it’s like to stand in that in-between space—excited for a slower pace, but s... more

YouTube

Jim doesn’t describe retirement as lazy or slow. He calls it unrushed.

After decades of meaningful work with much of it spent serving as a missionary and living overseas, Jim retired just shy of 70. Not because he had to, but because the work had re... 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 CFP® at Root Financial Partners; CFP®, MBA; focuses on early retirement planning, investing, and tax strategies.

Reviews

4.7 out of 5 stars from 760 ratings
  • 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 States3 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 States3 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 States4 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
    Canada4 months ago
  • Inspired my thirst for more

    This podcast was the first one I started listening to about retiring early or investing in general. I have an hour drive commute to work each way, and so I started listening. And went all the way back to the beginning. It’s really a great podcast. I’ve always been a saver. I’m in my mid 50s and I am a single woman. A lot of my friends don’t necessarily talk investing or really are interested in it so this is where I go. Now that I’m all caught up. I’ve moved onto other Podcasts as well. You’d be... more

    Apple Podcasts
    2
    Retire Early in MI
    United States5 months ago

Listeners Say

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

Listeners praise clear, actionable guidance and real-life examples.
Fans appreciate the host's engaging, optimistic delivery and emphasis on non-financial aspects of retirement.
Audiences value concise episodes with practical takeaways for early retirement planning.
Feedback notes occasional lengthy intros but overwhelmingly positive on content quality and applicability.

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 I Chose To Retire At 70 (Surprising Truth Revealed) | Retirement Reality
Q: how do you decide how much to spend each month in retirement?
Jim and his wife live frugally, do not adhere to a strict budget, and rely on Social Security to cover basic needs, with the rest left to discretionary spending and charitable giving; they emphasize living within means and prioritizing values.
Why I Chose To Retire At 70 (Surprising Truth Revealed) | Retirement Reality
Q: what has been your Social Security strategy?
Jim describes delaying to maximize the benefit, while considering the balance with other income and future tax implications, demonstrating a flexible, probabilistic planning approach.
Why I Chose To Retire At 70 (Surprising Truth Revealed) | Retirement Reality
Q: what's one word you would use to describe your retirement so far?
Jim says the word is unrushed, capturing a sense of freedom and purposeful, stress-free days where he can do what he wants without a strict schedule.
Why I Want To Work Part-Time In Retirement | Road to Retirement
Q: How did you get into saving and investing early, and what would you tell your younger self?
Hana discusses starting in the late 20s, learning from frugal upbringing, and emphasizing that starting earlier beats starting later, plus the importance of talking about money with a future partner and planning ahead.
Why I Want To Work Part-Time In Retirement | Road to Retirement
Q: What are you most excited to do once you retire?
Hana says she wants to play pickleball daily in the mornings and pursue slow travel, balancing activity with time for travel and relaxation.

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?

The show centers on practical strategies for achieving financial independence and early retirement, with a strong emphasis on real-world case studies, healthcare planning, tax optimization, and budgeting for a life with more time for travel, family, and meaningful work. Episodes frequently feature individuals from finance, technology, government, healthcare, and entrepreneurship who have retired early or are pursuing FIRE-like paths, sharing concrete steps, investment accounts, and lifestyle choices that enabled them to transition. A notable strength is the focus on tangible frameworks (like healthcare “superhero” accounts and withdrawal sequencing) delivered through accessible, example-driven conversations that aim to demystify early retir... more

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How many listeners does Early Retirement get?

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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 Answers
5. Retirement Answer Man

How many episodes of Early Retirement are there?

Early Retirement launched 5 years ago and published 330 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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