『Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)』のカバーアート

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

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

著者: Ari Taublieb CFP® MBA
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概要

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 yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hobbies you've been putting off)? I created this podcast to help you know when work is now optional because you have a financial strategy that tells you when you can retire. You will learn all the investing tips in this financial podcast to set up the right portfolio for your goals. You may love what you do - and if that's you, great! I'm not saying stop working. But, I am saying, wouldn't it be nice to know when you didn't HAVE to work any more? When you would only go to work because you enjoyed it (crazy concept, I know). This is the ultimate retirement podcast (specifically, early retirement!). Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE!I don't want you to work unless you ENJOY it (finances aside, for just a moment)! My goal of this podcast is to give you all the tips and strategies so you can retire EARLY. Retirement planning, investing, personal finance, tax strategy, and you'll hear case studies from my clients and exactly how I've helped them navigate the transition into retirement. What are the right investment accounts to have in retirement? I want retirement planning to be simple for you so that you can retire early and maximize your retirement goals. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can maximize your return on life (we use money to do this).

© 2026 Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 出世 就職活動 経済学
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  • "I Started Investing In My 30s And Retired At 53" | Early Retiree Shares All | Retirement Reality
    2026/01/26

    Slava shares how he retired early and his whole journey to get there. Enjoy.

    Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ
    –––––––––––––––––––––––––––––
    The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be considered a recommendation or testimonial regarding advisory services.

    Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

    Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

    Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


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    52 分
  • Why Retirees Are Flocking To This One Special Community | Retirement Reality
    2026/01/19

    After years of research searching for the perfect retirement community, Judy found Woodside.

    She visited the Villages, Del Webb, and so many others that she found didn’t fit what she was looking for - other active retirees of similar age.

    Now she’s IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality.

    This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found him through my channel, he’ll make sure to treat you well!

    I’m flying from Los Angeles to Aiken, South Carolina to visit the Woodside community next month myself to do a full review of the community (similar to a restaurant review, but for retirement communities)!

    Is there a retirement community you’re excited to go to? If so, let me know in the comments and I’ll add them to my list of communities to review!

    For Judy, early retirement comes down to one word: choices. At 57, two years into life after work, she wakes up with the freedom to choose slow mornings, long walks, golf leagues, pickleball lessons, and spontaneous trips.

    Her plan was always early retirement at 55, and she never lost sight of it... even when fear, routine, and the temptation of “one more year” crept in.

    She shares how she built her “superhero account,” prepared for healthcare, learned to balance enjoying today with planning for tomorrow, and embraced the courage to leave a career she liked for a life she loves.

    Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ

    –––––––––––––––––––––––––––––
    Judy is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. Her statements reflect her own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.

    Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

    Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

    Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offere

    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


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    52 分
  • Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY | Retirement Reality
    2026/01/12

    Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early!

    Hope you enjoy the insights shared!

    Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ

    Interested in a custom strategy to retire early?
    → https://www.rootfinancial.com/start-here/

    Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy

    –––––––––––––––––––––––––––––
    Suzi is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.

    Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

    Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements

    Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


    続きを読む 一部表示
    45 分
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