Shows
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Here’s How A Retiree Spends $10K/Month Safely in Retirement | Retirement RealityBob didn’t retire because he was tired of work — he retired because life kept reminding him that time isn’t guaranteed. In this conversation with Ari Taublieb, CFP®, Bob shares how personal loss, perspective shifts, and years of disciplined saving made early retirement feel less like a risk and more like the only choice that honored the life he wanted.He opens up about the emotional side of leaving a long career, the moment he realized he didn’t want to push the goalpost back anymore, and the confidence he found once the numbers — and his values — fi...
2026-03-0241 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)“I Would Rather Figure Retirement Out Than Continue My Job” | Retirement RealityKate retired at 51, not because everything was perfectly figured out, but because the pull toward freedom finally outweighed the comfort of routine.After more than two decades in a demanding public service career, Kate realized it wasn’t the work she was tired of... it was the monotony. The same weeks. The same pressure. The feeling that life kept shrinking into Monday-through-Friday obligations. When the balance tipped just enough in favor of freedom, she trusted it and stepped away. In this episode of Retirement Reality, Kate shares what the first six months of retirement have rea...
2026-02-2349 min
THE CHAIRHair Creates CommunityOn this episode, this was my first ever Live Roundtable in June 2025 hosted at Just Bookish Bookstore with the lovely guests from the House of Calypso. The House of Calypso includes the mother, Neon Calypso and children Killah Croc, Lavender, Izzy Ready, and Hazel Afrodite. Boston based drag artists of color creating and perform in various arts medium who took the time to sit down with me in THE CHAIR to talk about their experiences in drag, discussing how their identities appear, their views on freedom in art, representation in educational spaces, and their hair journeys. Enjoy!...
2026-02-0522 min
THE CHAIRDrag is FreedomOn this episode, this was my first ever Live Roundtable in June 2025 hosted at Just Bookish Bookstore with the lovely guests from the House of Calypso. The House of Calypso includes the mother, Neon Calypso and children Killah Croc, Lavender, Izzy Ready, and Hazel Afrodite. Boston based drag artists of color creating and perform in various arts medium who took the time to sit down with me in THE CHAIR to talk about their experiences in drag, discussing how their identities appear, their views on freedom in art, representation in educational spaces, and their hair journeys. Enjoy!...
2026-02-0447 min
Women On PurposeTurning the Tides: Toni Eastwood on Courage, Confidence & Creating a Life on Your TermsShow NotesEpisode Title: Turning the Tides: Toni Eastwood on Courage, Confidence & Creating a Life on Your TermsPodcast: Real Women Stories in Partnership with Women On PurposeHost: Lisa QuaitGuest: Toni Eastwood OBE MBA✨ Episode IntroductionThis week, the tables turn. Instead of being the one asking the questions, I step into the guest seat as Lisa Quait interviews me for a powerful, emotional, and deeply honest conversation about confidence, courage, and creating a life on your own terms. From leaving sc...
2026-02-0337 minEarly 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 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Retirees Are Flocking To This One Special Community | Retirement RealityAfter years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, and so many others that she found didn’t fit what she was looking for - other active retirees of similar age. Now she’s IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality. This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found h...
2026-01-1951 min
Beauty and the BizThe Real Cost of "Playing It Safe" in Private Practice — Ramsen Azizi, MD📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Ramsen Azizi, MD, of Chicago, Illinois, explains the real cost of "playing it safe" in a private cosmetic surgery practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherine Maley, author of "Your Aesthetic Practice – What Your Patients Are Saying." and consultant to plastic surgeons, helping them get more patients and more profits. The Real Cost of "Playing It Safe" in Private Practice Lessons from building...
2026-01-091h 12Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)When Is The Ideal Time To Hire An Advisor?Hiring a financial advisor isn’t about credentials alone, it’s about timing. And for many people, getting that timing wrong can cost years of freedom.Ari explores when it doesn’t make sense to hire a financial advisor, when it absolutely does, and why the decision often has less to do with intelligence or interest in finances and more to do with stress, life stage, and opportunity cost. Drawing from personal experience, real client conversations, and a story from his own life, Ari explains why pushing back, asking questions, and trusting your instincts matter just as much a...
2026-01-0515 minEarly 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 minEarly 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 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)You Want To Retire By 55. Here's 5 Things You Need To Know.Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live.In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers.Here’s what we cover:The Rule of 55 — how it lets you access 40...
2025-11-1711 minEarly 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
Audio Journal of Oncology PodcastJohn P. Crown MD MBA: ESMO 2025, Berlin: Adjuvant Ribociclib Brought Longer Freedom from Metastases for Patients with HR+/HER2- Early Breast Cancer: NATALEE Five Year OutcomesAn interview with: John P. Crown MD MBA, Consultant Medical Oncologist, St. Vincent’s University Hospital, Dublin, Professor of Translational Cancer Research, Dublin City University, Professor of Medicine, University College Dublin Ireland.
BERLIN, Germany—Patients with high-risk node-negative ER-positive HER2-negative early breast cancer who had the CDK 4/6 inhibitor drug ribociclib added to their non-steroidal aromatase inhibitor (AI) adjuvant therapy after surgery had significantly longer freedom from progression to invasive disease compared with patients receiving the AI alone. This is according to five-year data from the NATALEE trial reported at the 2025 Annual Congress of the European Society for Medi...
2025-10-2430 min
20-Minute MBA PodcastDennis Smith : Founder of Party on the Moon, America's Most Sought-After Party BandIn this inspiring interview on The 20-Minute MBA Podcast, host Jeff Hopeck speaks with Dennis Smith, the original founder of Party on the Moon Band, a 14-piece entertainment group that rose from widespread skepticism to international acclaim.Dennis recounts his journey from an 11-year-old discovering live music for the first time to building one of the most sought-after event bands in the world. That childhood moment—watching a local band rehearse—ignited his lifelong fascination with the creative process and the power of collaboration. Despite early rejections and industry doubts, Dennis persisted in forming a large, high-energy ense...
2025-10-1419 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)7 Benefits Of Brokerage Accounts (Superhero)Forget everything you thought you knew about retirement planning. While 401(k)s and IRAs get most of the spotlight, brokerage accounts can be a powerful tool for flexibility, tax savings, and early retirement.In this episode, you’ll learn the seven key advantages brokerage accounts offer, including how a married couple could generate over $126,000 in tax-free annual income, how heirs can inherit appreciated assets without paying capital gains tax, and how these accounts provide penalty-free access to funds before age 59½.Ari explains how brokerage accounts can bridge the gap for early retirees, solve the “qualified rich...
2025-09-2913 min
Fuel Your Mind With Your Ears To A Must-Listen Full Audiobook.The Care Divide by Christopher Voss MD MBA MS MLS FCCP RPNIPlease visithttps://thebookvoice.com/podcasts/2/audible/260727to listen full audiobooks.
Title: The Care Divide
Author: Christopher Voss MD MBA MS MLS FCCP RPNI
Narrator: Gary Middleton
Format: mp3
Length: 5 hrs and 38 mins
Release date: 09-22-25
Ratings: Not rated yet
Genres: Policy & Administration
Publisher's Summary:
The Care Divide by Dr. Christopher Voss reveals how healthcare systems shape lives, opportunity, and dignity. Through two vivid stories—Ava, growing up in America’s fragmented system, and Zoe, raised with universal coverage—Dr. Voss shows the stark contrast between fear and freedom. Ava’s life is defined by delayed treatments, surprise bills, and chronic...
2025-09-225h 38Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)This Is What The Average Retiree Spends In RetirementAre you working longer than you need to because of a retirement planning mistake? One of the biggest misconceptions is assuming you will spend the same amount every year in retirement. The reality is different, and understanding it could change when you retire.Experts call it the retirement smile. In your “go-go years” (65–75), spending is highest. Travel, hobbies, and experiences often run $60,000 to $65,000 a year for the average household. In the “slow-go years” (76–85), spending usually drops to $50,000 to $55,000 as travel slows down. Then come the “no-go years” (86+), where overall expenses dip but healthcare costs rise, creating the curve that compl...
2025-09-1513 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Massive Reasons You'll Wish You Retired EarlierEarly retirement is about more than moneyScience shows there are compelling reasons to retire sooner than most people think. The UK’s Whitehall 2 study found that retiring at 60 lowers the risk of chronic disease by 32 percent compared to working longer. Harvard research reveals that close relationships, not wealth or titles, are the strongest predictor of long-term health and happiness. Early retirement creates the “time freedom” to invest in those connections.I share with clients the three phases of retirement: the go-go years (55–70), slow-go years (70–85), and no-go years (85+). Waiting too long can mean missing yo...
2025-08-2508 min
MBA CandidateEpisode 9: Manual of Financial Education – Transforming Your Relationship with Money🎙️ MBA Candidate Presents: Manual de Educación Financiera by José Antonio Madrigal💡 Have you ever wondered what financial knowledge we should all learn early on? In this episode, we dive into the key lessons from the Manual of Financial Education, a book designed to help us better understand money, investing, and the importance of financial literacy in everyday life.🔹 Why is financial education the cornerstone of long-term freedom and stability?🔹 What practical principles can we apply today to make smarter money decisions?🔹 How can we avoid the most common mistakes when saving and investing?🔥 Don’...
2025-08-1831 min
Business 101 Podcast | Finance and Growth Mastery401k Tax Strategies for Business Owners: Maximize Savings & Retire Early w/ Matt RuthenbergUnlock 401k tax strategies for business owners and discover how to save six figures in taxes while building long-term wealth. Matt Ruthenberg shares expert insights on retirement planning, tax benefits, and custom plan stacks designed for founders who want financial freedom and early retirement.What you’ll learn:• How business owners underuse 401k plans and the hidden opportunities inside the tax code• Profit sharing, cash balance defined benefit plans, and the “retirement plan stack”• 401k vs Roth IRA, mega backdoor Roth, and self-directed real estate options• S-Corp salary rules, LTIPs for key employees, and state auto...
2025-08-1845 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilling work that pays less, but adds purpose to their days—and often still results in more wealth than expected.Take John and Jennifer. Both start at age 50 with $1M saved and $150K salaries. John works five more years at a job he doesn’t enjoy, retiring at 55 with $1.62M. Jennifer switches to work she loves at $100K for 10 years, retiring at 60 with $2.1M. The math is surprising—Jennifer ends up with m...
2025-08-1811 min
The Tech Glow Up - Fabulous conversations with innovative minds.Education is Freedom - James KeyesJim Keyes, bestselling author of “Education is Freedom” and former CEO of Blockbuster and 7-Eleven, is a living example of how access to knowledge can transform a life. Jim’s journey began in a tumultuous, disrupted household, where independence was forced on him at an early age. Rather than letting these disadvantages define him, Jim embraced education—not to climb the professional ladder, but as the ultimate pathway to freedom: freedom of choice, freedom to chart his own course, and freedom from obligation to anyone or anything.Key TakeawaysEducation = Freedom: Learning isn’t jus...
2025-08-0837 min
Triangle Tweener TalksWritten Word Media's Ricci Wolman on Immigrating to the US, Entrepreneurial Freedom, and the Paradox of ChoiceFrom her upbringing in Johannesburg, South Africa, to a career spanning Wall Street, an Ivy League MBA, and the early days of e-commerce, Ricci Wolman’s journey is a all about problem solving, resilience, freedom, and...the paradox of choice? As the CEO and co-founder of Written Word Media, she has built a bootstrapped and profitable business by solving a problem her own mom faced: book discovery in a crowded market.Tune in to hear:Ricci's immigration story from South Africa to the US and the culture shocks she faced along the way.Why she...
2025-08-071h 24Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why I Love Retirement Planning At 29 Years OldWhat does soccer have to do with retirement? A lot more than you'd think. As a 5'5" former college soccer player turned financial advisor, I’ve learned it’s not about brute strength. It’s about smart decisions. That mindset guides the way I approach financial planning today.At 29, people ask why I care so much about retirement. The answer is simple: good planning gives you time. And time with the people you love is the most valuable thing there is. I've seen how a well-structured plan, from managing taxes to optimizing healthcare and using flexible accounts, can bu...
2025-07-2815 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Surprising Statistics That Will Make You Want To Retire EarlyReady to feel more motivated about retiring early? These five research-backed stats reveal how early retirement can positively impact everything from health to relationships—and might be the nudge you need to take your financial independence plan more seriously. The benefits go well beyond just having more free time.While many people delay retirement out of fear or uncertainty, the data shows that stepping away from work earlier can lead to greater satisfaction, improved well-being, and more meaningful use of time. But getting the timing right means understanding your financial picture and knowing when enough is truly en...
2025-07-2117 minEarly 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 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Retire Early? History Of The PodcastWhat if work became a choice, not a requirement?The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Whether you’re nearing retirement or just starting to plan, this podcast delivers clear, actionable insights designed to simplify your biggest financial decisions.We focus on strategies that make a real impact—from tax planning moves that may unlock $100,000+ in lifetime savings, to investment and withdrawal strategies that align with your values and goals. It's not about chasing perfection, it's...
2025-06-3019 minEarly 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
Inner Peace, Better HealthFrom PowerPoint to Purpose: Pav Lertjitbanjong on Financial Freedom and Layoff-Ready Living
What if your next layoff—or decision to walk away—could lead to your greatest breakthrough? In this episode of Inner Peace, Better Health, host Shreya is joined by Pav Lertjitbanjong, founder of LayoffReady.com and a top MBA who left her corporate career at 43—not because she had to, but because she planned for it. Pav shares how personal crises like divorce and the loss of a loved one sparked a radical shift, pushing her to redefine success, reclaim her time, and layoff-proof her life. Learn how to calculate your “freedom number,” reduce your financial dependence, and build the courag...
2025-06-1921 min
Wealth Planning for the Modern PhysicianExecutive Summary: Highlights of Season 5 with Host, David MandellIn this final episode of Season 5, host David Mandell recaps the season's key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valuable content over the Summer. David reviews each of the 18 episodes of Season 5, including a quick recap and highlights. The goal of this episode is to help listeners catch up on missed episodes or revisit important insights they may have forgotten. He invites feedback...
2025-06-1136 min
The Contrarian Capitalist PodcastShailesh Kumar - 1 key attribute you NEED when it comes to investingToday’s podcast guest is Shailesh Kumar, MBA of The Astute Investor's Calculus. Shailer is a former management consultant and an entrepreneur with multiple exits. With 25+ years perfecting small-cap value investing, he brings exclusive, high-growth strategies for building wealth.In this wide-ranging episode, we explore:* Why you MUST have a process!* Portfolio management/risk management strategies* Figuring out a fair value of a company* Why understanding the company can help you to invest effectively* The importance of having end goals* 1 key attribute when it...
2025-06-0541 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Ready to Retire? Here's How to Tell Your Company │ Root TalksIn this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career.Whether you're months away or years out, this discussion tackles the fear, hesitation, and freedom that come with telling your boss you're done. You'll hear real stories from Root Collective members who’ve taken the leap, insights on counteroffers, and a powerful reframe: every “yes” to more work is a “no” to your time, your family, your dreams.Hear more stories from the Root Community here: https://www.skool.com/rootcollectiv...
2025-05-2924 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Surprising Regrets of Wealthy Retirees | Root TalksRetired with millions—but full of regret?In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else’s version of success, these lessons are emotional, practical, and essential.What you’ll learn:Common regrets wealthy retirees confess after leaving workWhy financial freedom means nothing without health, time, or joyHow to avoid esta...
2025-05-1516 min