Ari Roth - Podcast Details

Shows

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)7 Brutally Honest Truths Retirees Wish They Knew SoonerReady for a custom strategy to retire early (yes, it's free)? Start here ⬇️→ https://learn.rootfinancial.com/c4f8d0The most common regret Ari hears from retirees is not that they ran out of money. It is that they waited too long to start enjoying it.This video covers seven lessons drawn from client conversations, and most of them point to the same underlying problem: people build investment plans but not spending plans. Knowing how much you have is different from knowing how much you can spend, when to spend it, and how to str...

2026-10-1911 min

The Official Concept Joseph Ari’el TowneJoseph Ari’el Towne’s new book, The Better Mindset (Istoria Studio, an imprint of Istoria Collective), arrives globally on 29 September, with a foreword by NBC Sports’ Yogi Roth. Season two of his podcast of the same name premieres this fall.The book gathers personal accounts from Towne’s own life and from the people he has coached. It rejects the idea that life’s purpose is to arrive at a finished “best self.” In its place it offers a more durable practice: becoming one percent better at what matters most, repeatedly, with joy as the means r...

2026-09-2348 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Smart Retirees Don't Delay Collecting Their Pension | Early Retirement HotlineSometimes the math is the easy part.In this episode, Ari responds to a voicemail from a listener who, on paper, looks like a retirement planning success story. Strong income, a meaningful pension, a well-funded portfolio, and a clear sense of how much they want to spend. The numbers point in the right direction before anyone has done the math.But the more interesting questions are never the obvious ones.Ari starts where he always does, not with the account balance, but with the spending goal. Using what he calls the reverse engineering...

2026-09-2121 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Here’s How Smart Retirees Pay For Healthcare Before Medicare (Age 65) | Early Retirement HotlineHealthcare is one of the biggest fears keeping people from retiring early.But for many future retirees, the actual cost is not the problem. The uncertainty is.In this episode, Ari Taublieb, CFP®, responds to a listener hoping to retire at age 60 with approximately $1.9 million saved between retirement accounts, a brokerage account, and a Roth IRA. While the numbers appear solid, one concern continues to stand in the way: how to pay for healthcare before Medicare begins at age 65.Like many people approaching retirement, the caller worries that healthcare premiums could force them to...

2026-09-0712 min

Spoiler-ish & Unfiltered Eli Roth's Ice Cream Man (2026) Movie Review & Ending ExplainedEli Roth’s Ice Cream Man (2026) promised a glorious, blood-soaked return to old-school grindhouse splatter horror. Instead, we got an hour and twenty minutes of chaotic, mean-spirited gore, terrible dialogue, and a highly controversial use of AI-generated imagery that completely ruined the aesthetic. In this Spoilerish & Unfiltered review, Mitch breaks down the sheer absurdity of the playground massacre, Ari Millen’s silent but unsettling performance, and fully unpacks the pitch-black twist ending that changes the entire movie. Has Eli Roth completely lost his touch, or is this the perfect mind-numbing weekend watch? Let’s get into it.S...

2026-08-1013 min

The Roundtable with Robert Bannon Karen Cliche Stars Opposite Eli Roth in “Ice Cream Man” — In Theaters August 7!Things are getting deliciously deadly on The Roundtable! Actress Karen Cliche joins us to talk about her role as Alison in Eli Roth’s brand-new horror film Ice Cream Man, hitting theaters nationwide August 7! From the twisted mind behind Cabin Fever, Hostel and Thanksgiving, Roth’s latest takes an idyllic summer town and turns it upside down when a mysterious ice cream man begins serving children sweet treats with some seriously horrifying consequences. Ari Millen stars as the Ice Cream Man alongside Karen, Benjamin Byron Davis, Dylan Hawco, Sarah Abbott and more. Karen take...

2026-08-0722 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Should I Do Roth Conversions With A Pension? | Early Retirement HotlineMost people think tax strategy is the starting point. It’s not. It’s the final layer that sits on top of a life you actually want to live.In this episode, Ari Taublieb, CFP®, responds to a listener with over $3 million across pre-tax, Roth, and brokerage accounts, plus a pension and future Social Security. On paper, everything looks optimized. In reality, he’s stuck on a question that keeps a lot of high savers from moving forward.Should he use his brokerage account for income, for tax strategies, or to fund Roth conversions?The...

2026-07-2718 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Special Episode: NEW Free Resource For Loyal Listeners!As retirement gets closer, the question is not just will the money last. It is whether you missed something.In this short episode, Ari focuses on the uncertainty that keeps people working longer than they need to. Healthcare, taxes, income strategy, and the constant pull of one more year just to be safe.The goal is not to have every detail perfect. It is to have enough clarity to move forward without second guessing the decision.Ari also shares free resources to help you think through the key pieces of your plan so...

2026-03-2512 min

The Merry Writer Podcast Which Writing Craft Books Can Help Boost Your Writing? | Ep. 306 | The Merry Writer PodcastEPISODE SHOW NOTES This week, we discuss some of our favorite writing craft books that help us get through our writing. We touch upon mystery, fantasy, and writing in general, plus the career side of it. In this episode, we cover: Why writing craft books are useful Rachel's recs Ari's recs Books mentioned: Howdunit Book of Poisons: A Guide for Writers by Serita Stevens & Anne Bannon Howdunit Forensics by D.P. Lyle Police Procedure & Investigation: A Guide for Writers by Lee Lofland The Crime Writer's Reference Guide: 1001 Tips for Writing the Perfect...

2026-02-0428 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Single Retiree Shares Surprising Truth About Retiring Earlier Than His Peers | Retirement RealityDavid’s story feels familiar to a lot of people in their late fifties and early sixties. After a long career in asset management, a role change and pandemic burnout became the nudge he didn’t know he needed. At sixty, he finally decided to stop working not because he had to, but because he could.He describes retirement in one word: possibility. Time with friends, hikes during the week, early dinners without rushing, and yes, plenty of pickleball. The new rhythm isn’t about adding more activities. It’s about having choice. He’s still curious, still lear...

2026-02-0254 min

craft & crash outs what if we're not good enough? our first crash out of the yearcraft & crashouts is a writing podcast where ari kuplu and mikayla cerar talk about their own personal writing journeys as they seek to become traditionally published.books we are reading:Eileen by Ottessa Moshfegh: https://www.goodreads.com/book/show/23453099-eileenAssassin’s Apprentice by Robin Hobb: https://www.goodreads.com/book/show/21956219-assassin-s-apprenticebooks / resources / authors mentioned:Fantasy Then and Now: Panel with George RR Martin , Robin Hobb, Rebecca Roanhorse, and Ryan Cahill: https://www.youtube.com/watch?v=rl1sS8MXjFICharacters an...

2026-01-1955 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)This Is When I Recommend You STOP Saving For RetirementMost people think the safest path to retirement is to keep saving more, no matter how close they are to the finish line. But what if there comes a point where saving actually matters less, and investing well, living well, and spending with intention matter more?In this end-of-year episode, Ari shares why many near-retirees may need to rethink their instinct to “just keep saving.” He breaks down the surprising point where portfolio growth outweighs new contributions, why being “qualified-rich and cash-poor” can limit your freedom, and how over-saving can quietly eat into the healthiest, most meaningful years of...

2025-12-2913 min

The Virtual Memories Show Episode 668 - The Guest List 2025It's time for our year-end Virtual Memories Show tradition, now celebrating its thirteenth anniversary: The Guest List! I reached out to 2025's pod-guests and asked them about the favorite book(s) they read in the past year, as well as the books or authors they're hoping to read in 2026! Twenty-six guests responded with wonderful, idiosyncratic, and illuminating book recommendations: Jonathan Ames, Kayla E., Dan Goldman, Dean Haspiel, Jennifer Hayden, Rian Hughes, Paul Karasik, Glenn Kurtz, David Leopold, Seth Lorinczi, Sacha Mardou, Kate Maruyama, Whitney Matheson, Josh Neufeld, Lance Richardson, Ari Richter, ML Rio, Dmitry Samarov, Jonathan Sandler, Damion Searls...

2025-12-231h 21

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Decide When To Turn On Social SecurityDeciding when to claim Social Security is one of the most important retirement choices you’ll make, but most people approach it the wrong way. They pick an age early, cling to it for years, and assume the “best” decision never changes. In reality, the right claiming strategy shifts as your life shifts: your spouse’s benefit, your health, your spending, your tax plan, and even how much joy you’re getting out of retirement all matter far more than a hard rule.In this episode, Ari explains why Social Security should never be treated as a one-time...

2025-12-0811 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Much Fixed Income Do You Really Need in Retirement?Stop letting your birthday decide your bond mix.That “age in bonds” rule feels safe, but it can quietly rob you of growth, freedom, and spending power.In this episode, Ari challenges the traditional 60/40 rule and shows how to build a smarter allocation based on your actual life, not your birth year. Using a real client story—a couple with $2 million in a 401(k), $85K in rental income, and $50K in part-time work—we explore how to balance risk, income, and long-term security without falling into the target-date trap.You’ll hear:

2025-12-0116 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Asset LOCATION (NOT "Allocation") Overlooked In Retirement PlanningEveryone 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 doesn’t make headlines but changes everything behind the scenes. It’s how you line up your accounts so they work together instead of against each other. The difference isn’t theoretical. It’s real tax savings, smoother withdrawals, and more flexibility when life doesn’t go according to plan.Ari Taublieb...

2025-11-2417 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Only 3% of US Retirees Have Over $1MMost headlines shout that you need millions to retire comfortably. The truth? It depends on you. Ari breaks down what “enough” really means, and how to design a plan that fits your lifestyle, health, and peace of mind, not someone else’s spreadsheet.In this episode, you’ll hear real-life stories that prove one size doesn’t fit all. A saver with $3 million who can’t enjoy travel because of sciatica. A Chevron retiree with $487K, a paid-off home, and a $2,800 monthly budget living his version of freedom. Same markets, totally different outcomes—and both work....

2025-11-0310 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root TalksWhat if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You’ll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as Ari and James break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, valu...

2025-10-2316 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Save On Healthcare In 2026 (If Retired)Feeling like healthcare makes early retirement impossible? It’s a common belief, but often fixable with thoughtful income planning. Premium tax credits under the ACA aren’t vanishing; the enhanced credits are scheduled to sunset after 2025, and the pre-2021 rules (including the ~400% FPL income cap) are slated to return in 2026 unless Congress acts. The takeaway: managing MAGI matters.In this episode, Ari Taublieb, CFP®, walks through a practical, illustrative case: a 60-year-old couple with ~$1.55M spread across taxable, pre-tax, and Roth accounts. You’ll see how the source of withdrawals (e.g., har...

2025-10-2011 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)A Beginner's Guide To Roth ConversionsAre you overthinking your Roth conversion strategy? While Roth conversions can be powerful, not every retiree needs them. In this video, you’ll learn when a Roth conversion truly makes sense—and when it may just add unnecessary complexity.Using the “cauliflower analogy,” we break down how Required Minimum Distributions (RMDs) can push retirees into higher tax brackets, and why paying taxes now can sometimes help avoid bigger bills later. But there’s an even more important question: could you be better off retiring earlier or spending more instead of over-optimizing your tax plan?We’ll also high...

2025-10-0610 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)What's The Average 401(k) Balance At My Age? Am I On Track?Think you know how much people save for retirement?The median American over 65 has just $100,000 saved, yet the average household spends $57,000 a year in retirement, with $20,000 going to housing alone. The math doesn’t work.At Root Financial, most clients retire with $2–3M and plan to spend $100K–$200K annually. That’s not about bragging. It’s a reminder that if you’re here, you’re likely already thinking beyond the basics.Rules like “save 10%” or “withdraw 3%” don’t fit everyone. The difference between struggling and thriving often comes down to advanced planning—...

2025-09-0112 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Here's How To Plan For Social Security If You Retire EarlyToo many people delay retirement just to boost their Social Security benefits, often at the cost of time, energy, and joy. But at Root, we believe retirement planning should be about more than just maximizing one metric. It should be about maximizing your life.If you're working extra years simply to avoid gaps in your earnings history or to earn a slightly higher monthly benefit, it's worth rethinking the bigger picture. In many cases, the trade-off isn't worth the lost years of freedom and vitality.A more holistic strategy might involve intentionally drawing from your...

2025-07-1419 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial PlanYou’ve probably heard that maxing out your 401(k) and IRA is the smartest move you can make. But for many investors, that strategy alone may lead to a surprising challenge: becoming "qualified rich, cash poor." In other words, having plenty saved, but locked away in accounts you can’t easily access without tax consequences or penalties.That’s where the often-overlooked brokerage account comes in.Also called a taxable, individual, or joint account, the brokerage account offers unmatched flexibility. No age restrictions. No early withdrawal penalties. And potential long-term capital gains tax treatment instead of hig...

2025-06-2618 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Avoid These 6 Common Mistakes When Retiring EarlyIn this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long run.• Not establishing a taxable brokerage account to access funds before traditional retirement age• Overlooking healthcare planning, including available subsidies, which may impact retirement timing• Missing opportunities for tax efficiency through strategies like Roth conversions or coordinated withdrawals• Underestimating the importance of physical health when planning for an active retirement lifestyle• Limiting retirement vision to essential expenses, rather than factoring in meaningful goals and experiences• Focusing only on finances without cons...

2025-05-0517 min

The Virtual Memories Show Episode 635 - Ari RichterArtist, professor and now like-it-or-not cartoonist Ari Richter joins the show to talk about his fantastic book, Never Again Will I Visit Auschwitz: A Graphic Family Memoir of Trauma & Inheritance (Fantagraphics). We talk about how he he began this project in the wake of the Tree of Life massacre in 2018, how it helped him exorcise the demons of his imagination after a lifetime of hearing his family's stories about the Holocaust, and how the book centered around intergenerational trauma and collaboration. We get into how he incorporated his grandfathers' holocaust memoirs into the book, why he found different styles...

2025-04-221h 31

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Tax Strategies To Consider This YearTax strategy is the most overlooked aspect of financial planning, yet it could save you thousands over your lifetime by minimizing your total tax burden rather than just focusing on this year's bill.• Roth conversions let you pay taxes at potentially lower rates now to avoid higher taxes later in life• Asset location matters – keep growth investments in Roth accounts and more conservative assets in brokerage accounts• Health insurance premium planning can drastically reduce your healthcare costs through ACA subsidies• Capital gains harvesting allows married couples to realize up to $96,700 in gains tax-free each year•...

2025-04-2116 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Healthcare Analysis: How We Save Our Clients Thousands Before Medicare BeginsHealthcare costs shouldn't stop you from retiring early, especially when strategic planning can reduce those expenses from $1,000+ to as little as $50 per month. We explore how proper account structure and withdrawal strategies can save you tens of thousands in healthcare premiums during the critical pre-Medicare years.• "Superhero accounts" (brokerage/taxable accounts) offer tremendous flexibility for controlling taxable income• Capital gains from brokerage accounts are taxed more favorably than IRA withdrawals • Strategic income planning can qualify you for ACA subsidies, potentially saving $70,000+ over five years• Tax gain harvesting at 0% capital gains rate provides additional opportunities• Bal...

2025-04-0719 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Plan For Big One-Time Expenses Before You RetireThis episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security.• The impact of one-time expenses on portfolio sustainability • Analyzing options: taxable accounts, tax-deferred accounts, and Roth IRAs • The importance of understanding tax implications in retirement planning Join our community at the Root Collective! It’s free and filled with resources to help you navigate your financial journey.Create Your Custom Early Retir...

2025-03-0618 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.)The episode sheds light on the importance of personalized retirement planning, especially for those with guaranteed income sources like pensions. Listeners learn how risk tolerance, investment allocations, and tax strategies should align with their unique financial situations for optimal retirement success.• Emphasizing the role of guaranteed income sources in investment strategies • The importance of personalized financial planning over cookie-cutter strategies • Understanding how risk tolerance changes during retirement • Demonstrating asset allocation strategies based on income needs • The value of proactive tax planning and Roth conversions • Addressing the need for cohesive financial guidance among different advisor...

2025-02-1717 min

Ready For Retirement Root Talks: How Should I Split Retirement Withdrawals Between Pretax and Roth Accounts?In this episode, we're talking about the importance of a strategic withdrawal plan in retirement to keep taxes in check and set you up for long-term financial stability. Ari and I break down why a simple 50/50 split between traditional and Roth accounts isn't enough—you need to plan based on your tax situation and future needs. Using a listener's example, we walk you through how to think about tax brackets, required minimum distributions (RMDs), and when it might make sense to convert funds to a Roth IRA.We also discuss the role of asset location—putting riskier inve...

2025-02-1324 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)You Don't Need A Tax Preparer. You Need A Tax Planner.This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to utilize tax strategies for optimal retirement planning.• Defining tax planning versus tax preparation • Real-life story illustrating CPA limitations • Importance of holistic financial planning • The cauliflower analogy for tax strategy • Benefits of Roth conversions and tax gain harvesting • Encouraging early retirement for tax flexibility

2025-01-1315 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)STOP! Consider THIS Before Doing a Roth ConversionToo many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how they can adapt to avoid unnecessary financial maneuvers. We stress the significance of aligning your financial decisions with your personal goals, ensuring that you're not sacrificing your quality of life for mere tax savings. Life goals should alw...

2024-11-2832 min

Y-Option: College Football with Yogi Roth Andy Staples - Coast to Coast4 teams remain unbeaten and none reside in the south. So this week, Y-Option went down south to talk to an expert in all things college football, Andy Staples. Andy is the host of Andy & Ari On3, a daily college football podcast covering every major story. He joined us to dive into the CFP, how many teams should make the expanded playoff from the SEC and B1G, as well as his thoughts on the Heisman.He gives his take on the Washington State Cougars, both USC and UCLA and of course what last weekend was l...

2024-11-1248 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)3 Common Mistakes People Forget When Retiring EarlyHow can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindlessly following others' investment moves, even if you're simply relying on your 401k. Listener Steve McCord offers a heartwarming reminder of the value in scrutinizing your financial plans, regardless of your net worth. We'll tackle the intricacies of Roth conversions and the p...

2024-10-2116 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Here's How To Pay 0% In Taxes (ZERO Capital Gains)Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a practical example involving appreciated stock. Learn how you might pay 0% in capital gains taxes by strategically selling assets, using the capital gains tax brackets and standard deduction to your advantage. We’ll also address a real-life question about capital gains on a house sa...

2024-10-0712 min

Creative Risk The Uncancellable Artist: Ari RothIn this episode, we sit down with Ari Roth—producer, playwright, dramaturg, educator, and former Artistic Director of Theater J, as well as the founder of Mosaic Theater Company of DC. A Chicago native and child of Holocaust refugees, Roth’s career has been anything but smooth. He has consistently sought out the gray areas in a theater landscape that’s become rigidly binary and moralistic.Now, as the founding artistic producing partner of Voices Festival Productions, Roth continues to challenge the status quo through bold, intercultural storytelling. Voices Festival Productions brings to life shows that explore the co...

2024-10-041h 40

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Pension Decision - Lump Sum or Annuity?Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exploring the benefits of each option through detailed analyses and real-world examples. Learn vital insights, such as tax implications and the optimal way to transfer a lump sum to an IRA, with guidance from our most recent client case study.

2024-09-2316 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Don't Do Any Roth Conversions Before You Ask Yourself THISI often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"Two very different questions.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients re...

2024-09-1613 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Complete Guide To Optimizing Healthcare Costs Before 65Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement.In this episode, you'll learn how to determine your own healthcare cost (pre-65), how to qualify for federal subsidy, how to determine if you should do Roth Conversions instead, and pro tips from our clients who retired early and kept healthcare cost...

2024-09-0225 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Complete Guide To Implementing Roth Conversions: Tax StrategyRoth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess.Understand the role of when conversions make sense and when they don't. That's what this episode is all about.Begin optimizing what you've worked so hard for and implement conversions when applicable. Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereA...

2024-08-2626 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Easy Ways To Know If You Should Do Roth ConversionsRoth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early wi...

2024-07-2922 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)A Real-Life Story Of Investing Too Well For RetirementThis episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episode is packed with valuable strategies and real-life scenarios designed to help you strike the perfect balance between financial security and living in the present.Create Your Custom Early Retirement Strategy Here

2024-06-1728 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring EarlyCreate Your Custom Early Retirement Strategy HereFREE eBook: Navigating Health Insurance Before 65Get Started with Move HealthGet access to the same software I use for my clients and join the Early Retirement Academy hereUnlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This episode features Cole from Move Health, who joins us to unravel the intertwining of healthcare subsidies and Roth conversions, so you can discover how to navigate these waters for a secure financial future. We promise...

2024-04-2922 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)3 Classic Early Retirement Mistakes To AvoidCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereEscape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventure, this conversation is your roadmap to navigating the less-trodden...

2024-04-0818 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Situations When It Does NOT Make Sense To Implement Roth ConversionsCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereEver wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples like the time I advised a...

2024-04-0118 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips)Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereUnlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be privy to a compelling example of an individual who defies the typi...

2024-02-2623 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Here's How Social Security Gets Impacted When Retiring EarlyCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereMyoDetox -> FutureProof your body and book a session at Myodetox today.Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book!Unlock the mysteries of your Social Security benefits and learn how early retirement may reshape your financial horizon. We're peeling...

2024-02-0521 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)This Is How To Retire Early Without Worrying About Running Out Of MoneyCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereMyoDetox -> FutureProof your body and book a session at Myodetox today.Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book!Ever feel like an early retirement is a distant dream clouded by financial fears and the 'what ifs' of life...

2024-01-2921 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To WorkCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereWe're peeling back the layers of an early retirement to reveal how stepping away can actually result in paying fewer taxes over the course of your lifetime and having more dollars at the end of the day in certain situations!But be careful - we'll discuss getting into the nitty-gritty of how those golden years can impact your Social Security benefits, especially if you haven't hit...

2024-01-1522 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Tax-Efficient Way To Simplify Your Retirement-> Create Your Custom Strategy To Retire EarlyHere's a promise: you're about to unlock the secrets to maximizing your retirement savings across multiple accounts, all while maintaining tax efficiency. Ever wonder how to manage investments spread across Vanguard, Fidelity, and Schwab? Look no further. Join us as we delve into the complexities of coordinating these diverse accounts, discussing the potential pitfalls and the importance of tax-savvy decision-making. We’ll also tackle a listener's question on the intriguing risk can analogy, as well as the choice between qualifying for subsidies and opting for Roth conversions. Ima...

2023-11-2025 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Much Is "Enough" To Retire Early?*Cash Flow Planner (FREE Budget Sheet)Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementEver wondered, 'how much is enough?' when it comes to your retirement savings? Let's take that question head-on in this episode, where we unravel the intricacies...

2023-11-0624 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Avoid Having A GOOD Financial Plan And BAD Early RetirementAri Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementWhat if the best financial plan on paper isn't the one that's right for you? We're here to argue the importance of aligning your wealth management strategies with your personal life goals, putting your happiness...

2023-10-0218 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementImagine having control over your income after retirement, and making tax planning decisions that can save you hundreds of thousands of dollars. Suppose you have two to five million in pre-tax assets, and you're stuck...

2023-09-0421 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Tips To Maximize Your Roth IRA (Pro Tips To Retire Early)Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementWhat if you could maximize the benefits of your Roth IRA and embrace the spirit of the FIRE movement at the same time? That's right, we're explaining the five-year rule that determines the time frame...

2023-07-2417 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Increase Returns With Strategic Asset Location (And What To Avoid)Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).*Apologies for audio issue at the beginning! What was cutoff:Asset Allocation: the returns of your portfolio.Asset Location: the after-tax return of your portfolio.-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementToday's episode:...

2023-07-1720 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy.Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by...

2023-05-2916 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)To Roth Conversion or To NOT Roth Conversion..In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not.Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.

2023-05-1517 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth ConversionsIn today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you save on taxes!Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).-> Create Your Custom Strategy To Retire Early-> Free E-Book: A Complete Guide To An Early RetirementLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode by subscribing to Ap...

2023-02-1321 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth ConversionsIn today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums. NEW! Free E-Book: A Complete Guide To An Early RetirementAri Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).Create Your Custom Strategy To Retire EarlyLet's Connect!WebsiteYouTubeLinkedInENJOYED THE SHOW?Don't miss out on any episode...

2023-02-0615 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion.Questions answered:How can I effectively implement Roth Conversions?What are the biggest benefits of a Donor-Advised Fund?What is the best strategy to save on taxes when I do charitable giving?Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement...

2022-12-0518 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Use Your IRA To Take Advantage Of This Market DownturnIn today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.Questions answered:How can I implement a Roth Conversion?What is the best strategy to determine if a Roth Conversion makes sense?What other strategies exist to save on taxes?Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early...

2022-10-3115 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)3 Ways To Create Tax-Free Income (Yes, 0% Taxes)How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more!Questions answered:How can you best use a Roth IRA to create tax-free income throughout retirement?How can a 401(k) best be withdrawn to minimize taxes?When does it make sense to use a brokerage account to withdraw funds for tax-free income in retirement?Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).Want a...

2022-10-1721 min

Tankespjärn with Helena Roth 77. Conversations that help me be more me | with Luke AymonConnecting dots with Luke in this our fifth conversation (not to worry, Özlem number five will be published, once it’s recorded…). Dots coming from all places. A recent work assignment. Therapy sessions with Dominic. The book circle I’m running on Women Who Run With the Wolves. Episode 75 where me and Kate spoke about where getting a slight buzz helps us get out of our heads… And those were just my dots. Luke had his too. A conversation with his sister. The tarot reading he spoke about in episode 73. His experiences with cancer, and how it differs f...

2022-10-112h 03

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in RetirementOur topic on this episode of the Early Retirement podcast is about the amazing benefits of Roth IRAs, especially in retirement.Questions AnsweredWhat are the primary benefits of Roth IRAs in retirement?When does it make sense to contribute to Roth IRAs?How does this impact your overall retirement plan?NEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides to move forward with our services...

2022-07-1109 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?Our topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation.NEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereWant a custom strategy to retire early?Get Started Today HerePS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to...

2022-06-0612 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Roth Conversions Before Retiring: The Secret To Minimizing Your TaxesOur topic on this episode of the Early Retirement podcast is about Roth Conversions. Roth Conversions can be one of the best strategies to create tax-free income in retirement. Roth (after-tax) accounts can be a great way to ensure you're invested in a way to maximize growth and minimize your tax bill over your lifetime.NEW: I'm on YouTube!Check out the YouTube page here for more content like this.Interested In Working With Ari?Apply HereBefore anyone decides...

2022-03-0716 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Much Cash Do I Need On Hand?Our topic on this episode of the Personal Finance Redefined podcast is about how much cash you need to have at all times.What amount of cash is too much cash? How much cash should I have at all times?I'm on YouTube! Check out the page here for more content like this.Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call...

2022-01-3108 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Tips To Become Financially FreeOur topic on this episode of the Personal Finance Redefined podcast is about the 5 steps to become financially free.What are the 5 steps to become financially free and how can you apply them to your individual situation?I'm on YouTube! Check out the page here for more content like this. Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call Here

2022-01-2407 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Where Should I Save For A Down Payment?Our topic on this episode of the Personal Finance Redefined podcast is about where you should save for a down payment.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered...

2022-01-1708 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Should I Be In A 100% Stock Portfolio?Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should have a portfolio allocation of 100% stocks.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you...

2022-01-1008 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)When Should I Hire A Financial Planner?Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you...

2022-01-0311 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Beat InflationOur topic on this episode of the Personal Finance Redefined podcast is about how to beat inflation.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode...

2021-12-2909 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Tips For Young InvestorsOur topic on this episode of the Personal Finance Redefined podcast is 4 tips for young investors. We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit...

2021-12-2008 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)When Should I Buy A Home?Our topic on this episode of the Personal Finance Redefined podcast is about when it makes sense to buy a home.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered...

2021-12-1310 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Ultimate Investor Cheat Sheet (Lessons & Stories)Our topic on this episode of the Personal Finance Redefined podcast is about the lessons and stories from history's greatest investors (and how we can apply them to our financial situation).We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or...

2021-12-0611 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Easy Ways To Save On TaxesOur topic on this episode of the Personal Finance Redefined podcast is about the 4 ways you can easily save on taxes.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered...

2021-11-2911 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why I Love Roth IRAsOur topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs (and why I love them). We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on...

2021-11-2212 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Should I Pay Off My Mortgage or Invest?Our topic on this episode of the Personal Finance Redefined podcast is about paying off a mortgage v. investing. We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a...

2021-11-1512 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)When Do I Need Life Insurance?Our topic on this episode of the Personal Finance Redefined podcast is about understanding life insurance and when/if you need it.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want...

2021-11-0809 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)10 Things You Shouldn't Focus On (Financially)Our topic on this episode of the Personal Finance Redefined podcast is about ten things that you shouldn't focus on. There are a lot of things you should focus on, but knowing what you shouldn't focus on will help you prioritize.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't...

2021-11-0112 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Most Important Investment Decision You'll Likely Ever MakeOur topic on this episode of the Personal Finance Redefined podcast is about the most important decision you'll likely ever make.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered...

2021-10-2511 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Should I Invest All At Once or Periodically?Our topic on this episode of the Personal Finance Redefined podcast is about investing all at once (lump-sum) v. dollar-cost averaging (periodically).We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want...

2021-10-1810 min

Not Most People Becoming A Digital Nomad And Getting Uncomfortable with Ari Witt - 036In this episode, I'm joined by Ari Witt. Ari is the founder of the creative web design and e-commerce agency Digital Nomad Designs, self-development fanatic, and seeker of discomfort. Tune in as we get into how Ari went from employee to digital nomad to working for herself and now building a successful eCommerce web design business. She shares many insights into how to become a digital nomad and also how consistently getting uncomfortable has led to massive growth in all areas of her life over the past year.What you'll learn in this episode

2021-10-1157 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The 3 Levels of WealthOur topic on this episode of the Personal Finance Redefined podcast is about the three levels of wealth.We're on YouTube!Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered...

2021-10-1109 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)If You're Still Worried, You Aren't WealthyOur topic on this episode of the Personal Finance Redefined podcast is about understanding how to take control of your finances because if you're still worried, you aren't wealthy (quote from Nick Murray's "Simple Wealth, Inevitable Wealth").Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play...

2021-10-0409 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Is The Stock Market Overvalued? (And Why You Don't Need To Worry)Our topic on this episode of the Personal Finance Redefined podcast is about the stock market and if it is overvalued.Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate...

2021-09-2711 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)NFTs (Non-Fungible Tokens): How They Work & Should You Buy One?Our topic on this episode of the Personal Finance Redefined podcast is about NFTs (non-fungible tokens).Planning Points DiscussedRetirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)Interested In Working With Ari?Schedule Your Free Consultation Call HereLet's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Early Retirement...

2021-09-2012 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)401(k) v. Roth 401(k): Which Should I Use?Our topic on this episode of the Personal Finance Redefined podcast is about the differences between 401(k)s and Roth 401(k)s. Let's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, C...

2021-05-1006 min

Whiskey & Cream Podcast with Ari Shapiro Whiskey & Cream: Episode XIXWhiskey & Cream for April 30th, 2021.Host: Ari Shapiro0:38-27:49: "Dignity with pride divided by equity" Imagine having all the talent, vision and ambition in the world - only to have it scuttled by forces you have no control over. In some respects, I've just described a typical employee working for a digital media company today. You know, that realm which has been pillaged and exploited by a sad cocktail of corporate ownership, streamlined departments, and profit-oriented motivations. At a time when aspiring wordsmiths and creative minds are trying to...

2021-05-011h 03

Ari Shapiro Whiskey and Cream: Episode XIXWhiskey & Cream for April 30th, 2021. Host: Ari Shapiro 0:38-27:49: “Dignity with pride divided by equity” Imagine having all the talent, vision and ambition in the world – only to have it scuttled by forces you have no control over. In some respects, I’ve just described a typical employee working for a digital media company today. You know, that realm which has been pillaged and exploited by a sad cocktail of corporate ownership, streamlined departments, and profit-oriented motivations. At a time when aspiring wordsmiths and creative minds are trying to find narratives worth writing home abo...

2021-04-3000 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Roth IRA Benefits for Graduate Medical StudentsOur topic on this episode of the Personal Finance Redefined podcast is about Roth IRAs and the power of taking advantage of current tax brackets, especially for individuals who will see their income rise significantly over time. Click Here For Your Free Budget Checklist:AAMC Budget Let's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Early Retirement Strategy Here

2021-04-1205 min

Whispers & Bricks Transform Into the New Role & Prepare Yourself For The Next with Marty RothDr. Martin S. Roth became President of the University of Charleston in July 2018. As a higher education leader, Roth has spent the past 30 years helping universities excel by focusing on the talent acquisition and development needs of students and organizations

2021-03-1718 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Roth IRA vs. Traditional IRA: Which Should I Use?Our topic on this episode of the Personal Finance Redefined podcast is about understanding the difference between a Roth IRA and Traditional IRA, and how that may impact your financial decisions.Let's Connect!WebsiteLinkedInInstagramENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early...

2021-03-1510 min

990 Talk 16. The Accountant's PerspectiveAn actual accountant (unlike Sruly), Zacharia Waxler, CPA and Managing Partner at Roth and Co., joins us to give his analysis on the nonprofit world including what nonprofits do well and what they.....don't do as well. Additionally, we let him try and break some accountant stereotypes and pet peeves. To be honest, he wasn't that boring (25:00). Other segments include "Board of Directors" (6:10), "Ask the Amateurs" on a very important issue plaguing society today (58:46), and "Where we were wrong" (66:10).

2020-07-271h 12

Talking Terriers Talking Terriers Episode V: Taylor RothDirector of Sports Information Ari Ross and Head Women's Basketball Coach Alexandra Dellas are joined by the new Hiram College Head Men's Basketball Coach, Taylor Roth, to get to know the newest Hiram Terrier, his coaching philosophy and hear about his first few days on the job.

2020-05-1840 min

Tussisööjad #74 Tussisööjad: "klassikaline sauna-hilton"Podcast stand-upist, tussisöömisest ja muust elulisest. Saatejuhtideks koomikud Ari Matti Mustonen ning Mikael Meema. Liitu meiega @ https://twitter.com/tussisoojad Instagram: tussisööjadKirjuta saatele: tussisoojad@gmail.com Lindistatud diivanil 21.12.2019Toeta meid ja liitu armeegai: https://www.patreon.com/tussisoojadbiit: martin roth-sugarbites lõpubiit: goo goo dolls irisSee omnystudio.com/listener for privacy information.

2019-12-231h 51

Ari Matti Podcast #74 Tussisööjad: "klassikaline sauna-hilton"Podcast stand-upist, tussisöömisest ja muust elulisest. Saatejuhtideks koomikud Ari Matti Mustonen ning Mikael Meema. Liitu meiega @ https://twitter.com/tussisoojad Instagram: tussisööjadKirjuta saatele: tussisoojad@gmail.com Lindistatud diivanil 21.12.2019Toeta meid ja liitu armeegai: https://www.patreon.com/tussisoojadbiit: martin roth-sugarbites lõpubiit: goo goo dolls irisSee omnystudio.com/listener for privacy information.

2019-12-231h 51 $Self Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA\'s & Solo 401k\'s$

Self Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's how to use a ROTH IRA - even if your Income Is Too High! | SDITalk.com #237Want to contribute to a Roth IRA, but your income is too high? Never fear, my friends… a solution is here! I’m Bryan Ellis. I’ll give you that solution right now in Episode #237 of Self Directed Investor Talk. ---- Hello, SDI Nation! Welcome to the broadcast of record for savvy self-directed investors like you, where each day we educate, entertain and INSPIRE you to DECLARE INDEPENDENCE from Wall Street… and in the place of simply DEFAULTING to stocks, bonds and mutual funds, you open your mind and portfolio to alternative assets that are SIMPLE, SAFE...

2017-01-1707 min

Y-Option: College Football with Yogi Roth Father's Day Series #1: LIFE IN A WALK--saying 'yes' & sharing this storyDuring the week leading up to Father's Day, LIFE WITHOUT LIMITS host Yogi Roth wanted to share the stories of the team behind the film LIFE IN A WALK. Listen as Erin Erenberg, Jonathan 'JJ' James & the duo of Ariana Swan and Risa Chapnick describe their massive roles in creating the award-winning documentary and sharing its story with thousands of viewers.Erin was the first person that director Yogi Roth brought the film to. At the time, Erin was leading the crowd funding efforts at WME, one of the world's most impactful talent agencies. As one of the f...

2016-06-141h 04 $Dave\'s Gone By$

Dave's Gone By Dave's Gone By #490 (12/27/14): THE GRAPPLES OF ROTH Here is the 490th episode of the long-running radio show/podcast, Dave’s Gone By, which aired on UNC Radio, Dec. 27, 2014. Info: davesgoneby.com.Featuring: Rabbi Sol Solomon chats with theatrical producer Ari Roth. Plus: Inside Broadway, Greeley Crime Beat, Saturday Segues (Joe Cocker, Patti Smith), The Wretched Pun of Destiny (Beach Boys), Dylan – Sooner & Later (John Wesley Harding).Guests: theatrical producer Ari Roth, Dave’s wife, Joyce Weil00:00:01 DAVE GOES IN w/ Joyce Weil (New Year’s plans, graffiti)00:27:00 GREELEY CRIME BEAT01:30:00 SATURDAY SEG...

2014-12-274h 39