Shows
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Do We Build The Best Team In The Financial Industry?Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the personalized attention they deserve.At Root, we’re intentional about avoiding the usual industry traps, like overloading advisors with massive client lists or sales quotas that can compromise service. Instead, we focus on sustainable growth, aligning our goals wi...2025-01-3024 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Does Root Differ From Traditional Financial Firms?In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture prioritizes personalized care and intentional growth, from hiring advisors who embody Root's ethos to reinvesting in services like tax planning and estate planning to enhance client experiences.James and Ari also address how Root balances expansion with maintaining high service quality, ensuring each client feels uniq...2025-01-3027 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)A Complete Guide To Long-Term CareWorrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy.• Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Discussing self-insurance versus traditional policies • Highlighting the importance of mental accounting in financial planning • Exploring the average costs of nursing home care • Examining relevant legislative changes in long-term care • Providing strategies for effective self-insuring • Advising on the significance of personal financial autonomy • Encouraging proactive planning for future care needs • O...2025-01-2015 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Ari & James Met - Here's How Root Was FoundedForced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice with life goals can transform not just portfolios but lives, turning money into a meaningful tool rather than a mere transaction.Discover how Root evolved from a concept to a flourishing business, guided by a mission that challenges the traditional norms...2024-12-0430 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Fun Activities Often Overlooked In RetirementWhat if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal fulfillment, ensuring that your retirement years are not just financially stable but also deeply satisfying. Tune in to learn about the changes in spending patterns retirees experience and how to plan for them, all while keeping an eye on activities that bring genuine...2024-11-1115 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Create An Anti-Cookie Cutter Investment PortfolioCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here (NEW) - Make sure to use code "FIRST25" which lasts until Wednesday. Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.Ever wondered why your neighbor's retirement plan looks so different from yours, despite having a similar income? It's because there's no universal strategy for asset all...2024-06-0319 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Steps To Determine When You Can Retire EarlyCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereReady to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This episode of the Early Retirement Podcast is a treasure trove of insights, providing a checklist for assessing your readiness to retire early. It's not just about having enough money; it's about envisioning your life's...2024-05-1322 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Do We Have Enough To Retire (And Never Go Back To Work)?Create 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 some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking the myth of a magic retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing ho...2024-03-2521 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)When Does It Actually Make Sense To Hire A Financial Advisor?-> Create Your Custom Strategy To Retire EarlyIt doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind. Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision.Here's to retiring only once, and doing it confidently!Email me directly: ari@rootfinancialpartners.comCreate Your Custom Early Retirement Strategy HereGet a...2023-11-2716 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why You Should Consider Renting In Retirement*Cash Flow Planner (FREE Budget Sheet)Renting v. Buying Article ReferencedAri Taublieb, MBA, CFP® 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-> Free eBook: Health Insurance For An Early RetirementReady to shake up your retirement game plan? Brace yourself for a deep-dive into the world of r...2023-11-1322 minEarly 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 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)[Client Story] - How To Remove Your Saving Mindset For REAL Success In 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 RetirementAre you preserving your wealth or making the most out of it? Buckle up for a paradigm shift in retirement financing as we switch gears from successful saving to successful spending. We're all about maximizing...2023-10-3017 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Pension FAQ: How To Determine If You Should Elect Lump Sum or AnnuityAri 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 RetirementFacing the retirement conundrum of choosing between a lump sum or an annuity pension option? Our latest podcast episode unravels the intricacies of both options, highlighting the pros and cons using real client examples. We...2023-10-2321 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Please Ask Yourself This One Question Before You Actually Retire EarlyAri 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 RetirementHave you ever stopped to question your vision of an early retirement? What if it's not just about the financial planning, tax strategies, and investments? Buckle up as we journey into the essence of what...2023-10-1617 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Don't Die The Richest Person At Your Funeral with Dr. DonatelloAri 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 RetirementLearn more about Dr. Donatello here: https://centerforwell.com/What if you could reshape your life to truly reflect your passions and dreams, backed by smart financial planning? That's the promise we explore...2023-10-1022 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Balancing Emotion and Finance: The Impact of Investing Well For 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 RetirementWondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep into the pros and cons of lump sum investing versus dollar cost averaging...2023-10-0915 minEarly 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 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How To Diversify One Stock With Massive Gains (Tax Tip)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 RetirementWe are going to take you on a journey through the complex territories of financial planning and early retirement. We're talking maximizing stock gains, minimizing taxes and even sharing insights from one of our financially...2023-09-2517 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)An Advanced Guide To Minimizing Future RMDsAri 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 you can strategically plan for your Required Minimum Distributions (RMDs) and minimize your tax liability? Tune in as we unravel the world of RMDs, starting from the age thresholds, to the...2023-09-1823 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Case Study Announcement: Early Retirement (YouTube ONLY)-> CASE STUDY EARLY RETIREMENT (Watch On YouTube Here)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 RetirementDive headfirst into the world of early retirement as I share an enlightening case study of real clients on their journey to financial...2023-09-1504 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Much Safe Money Do I Need On Hand Once I'm Retired?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 RetirementReady to tackle the age-old question of how much money you need to retire comfortably? We've got you covered! In this illuminating episode, we address this critical issue head-on, diving into the fascinating world of...2023-09-1123 minEarly 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 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Complete Guide To Minimizing Taxes With 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 Early-> Free E-Book: A Complete Guide To An Early Retirement-> NEW eBook: Health Insurance For An Early RetirementWho says you can't retire early and still pay the least amount of taxes possible? You're about to discover strategies that not only facilitate tax minimization but also ensure your financial plan aligns with the...2023-08-2823 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)3 Tips For A Successful Early Retirement (Story)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 Retirement-> RETIREMENT CASH FLOW PLANNER (mentioned in episode)Ever dreamt of retiring early? Ever pondered the difference between merely investing and investing with intention? This episode will take you through the fascinating journey...2023-08-2115 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)A Complete Guide To Insurance Protection (What You Need and DON'T Need)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 RetirementHave you ever considered insurance as a financial instrument? This episode unveils the often overwhelming world of insurance, providing essential insights and practical advice to help you identify the type and amount of insurance you...2023-08-1418 min