Ari Taublieb, CFP®, MBA
323 episodes listed below
PRESS PLAY
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hob...
Short reviews from the PlayNext desk, based on the episodes we processed.
Early retirement becomes concrete when spending, healthcare, and tax uncertainty land on the same household budget.
The piece treats early retirement as a question of when work stops being necessary, how a household's spending sets the floor, and how healthcare and taxes complicate the math.
A retirement story that makes freedom feel immediate.
Early retirement is treated here as a moment when work stops being the center of the day and the real question becomes what to do with the time that opens up.
A reflective conversation about the tradeoffs involved in making work optional.
The episode treats retirement less like a finish line and more like a check on clarity: what is needed, what is wanted, and what work has already cost.
Paul Haavardsrud unpacks Canadian money stories, from ski-hill VIP pricing to French butter tariffs.
Real-estate freedom, taught in plain numbers.
Ari Taublieb shares a story about a client with $3 million who is unhappy in retirement due to health limitations preventing travel, illustrating the paradox of saving too much.
The host offers free retirement planning guides to help listeners retire confidently by addressing common concerns like financial readiness, tax optimization, and health care costs.
The host announces upcoming changes to the podcast, including more interviews and a new one-page plan series, to help listeners gain confidence in retiring early.
The host announces a shift in podcast content to feature interviews with real retirees over the next month, while maintaining their usual style and addressing listener preferences for audio formats.
The host uses a personal story about deciding on hip surgery to illustrate the importance of timing and personal judgment in hiring a financial advisor.
The host challenges conventional financial advice by questioning whether people should stop saving for retirement, highlighting issues with advisor-client relationships and encouraging listeners to rethink their financial strategies.
The host explains common concerns about when to collect Social Security, introduces statistics and a personal story to help listeners make informed decisions without stress.
The speaker argues that asking about risk tolerance is ineffective because it changes with market conditions, and instead recommends focusing on retirement income needs and comfort with portfolio fluctuations.
This episode introduces a framework for deciding when to start collecting Social Security, emphasizing that there is no one-size-fits-all answer and encouraging listeners to think critically about their personal situation.
The host introduces an interview with someone who retired at 56, discussing the choice between more money or more time in retirement.
The host discusses the importance of achieving financial independence to make work optional, shares positive listener feedback about retirement interviews, and promotes the podcast's YouTube channel and personal anecdotes.
The host discusses the value of learning from real-life retirement interviews and encourages listener feedback while sharing personal anecdotes.
The host announces plans to increase podcast interviews and introduce a one-page plan series to help listeners gain confidence for retirement.
The host announces a shift in podcast content to feature interviews with real retirees over the next month, while maintaining their usual style and engaging with audience feedback across multiple platforms.
The host announces a shift in podcast content to feature interviews with real retirees over the next month, while maintaining some traditional solo episodes on retirement topics.
Kate retired at 51 after about six months, and she says freedom outweighed the 51-49 fear of having enough month to month.
Ari Taublieb shares a personal story that shifted his perspective on bonds in retirement, critiquing traditional rules like age-based allocation and target date funds for being overly conservative.
Lissa retired at 56 after 37 years in the corporate world, starting a 401(k) in 1991 and later taking a separation package that covered her income through the end of the year.
Ari Taublieb interviews Darren, a retired IT production-support worker in Denver who says retirement at 54 felt like “relief” after years of being paged at dinner and at 3 a.m.
Ari Taublieb introduces the concept of asset location, explaining it as a crucial but often overlooked financial strategy he learned during his CFP training.
Mark says retirement became easier after he stopped treating purpose as a required capstone project.
A certified financial planner explains five key considerations for retiring at 55, including the rule of 55, healthcare, lifestyle, legacy goals, and extras.
A financial planner discusses the top three reasons people work past 60—health care, Social Security timing, and tax traps—and offers strategies for early retirement.
A financial advisor discusses the process of hiring an advisor, comparing it to seeing a doctor for both reactive and preventative financial health.
This episode discusses how to logistically quit your job for early retirement, covering financial readiness, health insurance, and the mindset shift from valuing money to valuing time.