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

by Ari Taublieb, CFP®, MBA
InvestingBusinessEntrepreneurship

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Latest episodes

  • 9 Unsexy Money Lessons Retirees Wish They Knew Earlier

    October 26, 2026 · 14 min

    The mistake most people make heading into retirement is not saving too little. It is saving too much, in the wrong places, and then spending retirement too cautiously to enjoy it. Ari walks through nine lessons drawn from client…

  • 7 Brutally Honest Truths Retirees Wish They Knew Sooner

    October 19, 2026 · 11 min

    Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/c4f8d0 The most common regret Ari hears from retirees is not that they ran out of money. It is that they waited too long to…

  • Average 401(k) Balance By Age In 2026 — Are You On Track To Retire?

    October 12, 2026 · 9 min

    Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/e6f2e4 Vanguard's 2026 How America Saves report covers data from over five million retirement plan participants, and the numbers…

  • 4 Best States To Retire In For Tax Purposes (2026 Updated)

    October 5, 2026 · 8 min

    Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/a60c21 Most retirement relocation conversations start and end with Florida, Arizona, or Texas. The states that actually deserve…

  • 5 Tax-Friendly Retirement States Nobody Told You About

    September 28, 2026 · 6 min

    Ready to retire early? Start here ⬇️ → https://learn.rootfinancial.com/64e423 The tax difference between retiring in California and retiring in a state with no income tax can add up to a significant amount over a long retirement. For some…

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About the show

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).