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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

PublishesWeeklyEpisodes324Founded5 years ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Artwork for Early Retirement

Latest Episodes

Mark and Natalie did everything “right.”

Twenty years of work, saving, and putting off trips for “someday.” When they finally hit financial independence, they still couldn’t book the flights. Not because of math—because of the feeling that spending ... more

YouTube

Jennifer shares how she retired early at 54 and her struggles with purpose.

Jennifer shares what it was like being a single mom, twice divorced, and after finding joy with real estate, Jenifer is now seeking to find a new life filled with the older ... more

YouTube

Sometimes retirement isn’t sparked by a countdown to a date, it’s triggered by a moment that makes you rethink everything.

For Shawn, that moment came with a serious health scare. After being misdiagnosed with a degenerative nerve condition, he was ... more

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Mark didn’t retire because he hit a magic number. He retired because the pace no longer made sense.

After decades in family medicine and leadership roles at healthcare startups, retirement wasn’t something he spent years visualizing. There were no e... more

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Recent Guests

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 discussions on early retirement, emphasizing strategies for financial independence, personal finance, and the emotional aspects of transitioning into retirement.

Reviews

4.7 out of 5 stars from 756 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 Statesa month 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 States2 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 States3 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
    Canada3 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 States3 months ago

Listeners Say

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

Listeners appreciate the practical, actionable advice provided, particularly on financial independence and early retirement strategies.
The host is praised for his clear delivery and ability to simplify complex topics, making them accessible to a broad audience.
The content is seen as engaging and informative, often highlighting real-life examples from retirees that resonate with many.
There are mixed reviews regarding pacing of the episodes, with some suggesting that they should be more concise and focused.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Retiring at 58 Wasn’t the Plan, Here’s Why He Did It Anyway (& You Should Too) | Retirement Reality
Q: What advice would you give to someone planning to retire early in the next few years?
Form a written plan with milestones, understand and manage expenses, and build a flexible approach to spending based on health, happiness, and adaptability, while ensuring health care and income strategies are aligned with long-term goals.
Retiring at 58 Wasn’t the Plan, Here’s Why He Did It Anyway (& You Should Too) | Retirement Reality
Q: How do you think about daily life and happiness in retirement compared to when you were working?
Shawn explains a flexible, project-oriented daily life with a mix of volunteering, hobbies, travel, and time with family, driven by gratitude and adaptability rather than a rigid schedule, which has proven more fulfilling than traditional work-life structures.
Single Retiree (57) Breaks Down Exactly Why You Should Retire Today | Retirement Reality
Q: What would you tell someone who wants to retire in the next five years?
Do a thorough budget, identify a target monthly amount, plan for ACA/healthcare, tax strategies, and practice with real trips to see how life will fit in.
Single Retiree (57) Breaks Down Exactly Why You Should Retire Today | Retirement Reality
Q: If there was one word to describe the feeling of retirement, what would you choose?
Freedom and flexibility, especially the ability to schedule around weather, travel, and personal interests like camping and fishing.
Early Retiree Reveals The Truth About Finding Purpose In Retirement | Retirement Reality
Q: What is one word you would use to describe your retirement so far?
Learning. It's been a process of discovering new relationships, projects, and ways of living that I couldn't pursue while I was working, which has been incredibly rewarding.

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 content focuses on early retirement planning, personal finance, and financial independence, aiming to guide listeners through the complexities of preparing for a life without work obligations. The discussions often feature real retiree stories and highlight practical strategies for investing, tax planning, and budgeting required to achieve early retirement. It is distinguished by its approachable style and emphasis on emotionally connecting with the audience, encouraging them to consider not just financial factors but also personal aspirations in their retirement journeys. This makes it particularly appealing for individuals looking to gain clarity on when and how to transition into retirement while maintaining an active, fulfilling lif... 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 Answer Man

How many episodes of Early Retirement are there?

Early Retirement launched 5 years ago and published 324 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. Sue Wynn
2. James Conole

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