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PODCAST

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

Ari Taublieb, CFP®, MBA

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

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All Episodes

16:48

Does Your Spouse Really Know the Financial Plan? Why...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/08/07

Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan is the blueprint for your shared future. What we’ve seen time and again is that the person sleeping next to you often holds the key to your blind spots. They know what stresses you out, what brings you joy, and what dreams you’ve stopped saying out loud. That’s why the best financial plans aren’t j...

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13:15

Here's When A Will Is Sufficient And Trust Isn't...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/08/04

Estate planning doesn’t have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind. Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control. In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in...

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15:26

Why I Love Retirement Planning At 29 Years Old

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/07/28

What 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 ...

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17:07

How to Know If You’re Ready to Retire (Hint: It’s Not...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/07/24

The hardest part of retirement isn’t always financial, it’s psychological. For many, stepping away from work isn’t a light switch, but a dimmer that adjusts over time. This episode of Root Talks unpacks what makes the retirement decision so complex, especially for high-achieving professionals whose identity is tied to their careers. Through a real-life case study, the conversation explores how severance offers can become powerful “test drives” for retirement, offering space to reimagine life ...

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17:01

5 Surprising Statistics That Will Make You Want To...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/07/21

Ready 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...

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19:52

Here's How To Plan For Social Security If You Retire...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/07/14

Too 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 ...

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20:11

DIY vs. Financial Advisor: How to Know When It’s Time...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/07/10

If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why the decision often goes far beyond dollars and cents. Much like seeing a doctor for preventative care, working with the right advisor is about protecting your future, reducing stress, and reclaiming your most precious resource: time. From saving 20+ hours a month of DIY management to gaining peace of mind, ...

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15:55

The Not-So-Obvious Reason To Retire Early

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/07/07

We often focus on the fear of running out of money in retirement—but what if the bigger risk is running out of health before you can enjoy it? After watching The Amazing Race, I was reminded of a client story we hear all too often: years of diligent saving, only to be sidelined by health issues just before retirement begins. At Root, we’ve seen clients retire with more than enough—only to realize the extra working years came at the expense of their physical well-being. One client had $3 milli...

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19:37

Why Retire Early? History Of The Podcast

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/30

What 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...

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18:35

Why Brokerage Accounts Might Be the Most Underrated...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/26

You’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 flex...

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18:29

How to Calculate Your EXACT Early Retirement Number...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/23

Retirement doesn’t come down to a magic number, it comes down to your number. In this episode, we walk through a simple, personalized framework to help you understand when you can truly retire, based on what you want life to look like, not generic benchmarks. We cover the core question: How much do you want to spend each month? From there, we reverse-engineer your retirement target, factoring in taxes, withdrawal strategies, estate planning, and those big one-time expenses that often get miss...

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15:46

How To Pay 0% Taxes On $120k+ Of Retirement Income

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/16

Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In this episode, we explore how it works, who it's best suited for, and how it can help reduce long-term tax liability. Unlike tax loss harvesting, which involves selling investments at a loss to offset gains, tax gain harvesting is about intentionally realizing gains when you're in a low or zero percent tax bracket—allowing you to reset your cost bas...

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18:25

This Is What Financial Planning Really Changes

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/12

What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meaningful. Often, it’s not about the numbers—it’s about helping someone move forward when fear is holding them back. We’ve seen it firsthand. Like the dentist who had every detail in place to open her own practice but couldn’t take the final step. What helped wasn’t another spreadsheet—it was a mindset shift. Or the c...

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15:21

Why $1.5M Is Enough To Retire If You Want To Spend...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/09

You don’t need $2 to $3 million to retire unless your lifestyle truly requires it. In this episode, we break down why your retirement number should be built around your personal spending needs, not a one-size-fits-all benchmark. With a well-diversified $1.5 million portfolio, many retirees can support $60,000 to $75,000 per year in spending, especially when using flexible withdrawal strategies that adjust with market conditions. We dive into how spending can adapt over time and how Social Sec...

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21:03

5 Expenses To Cut to Reach Financial Independence...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/06/02

Retiring early doesn’t mean cutting out everything you love, it means being intentional about what truly adds value to your life. In this episode of Root Talks, we take a closer look at the spending choices that can either delay or accelerate your path to early retirement. We explore which tradeoffs are worth making, where small changes can have a big impact on your timeline, and why some expenses are still worth every penny. This isn’t just about saving money—it’s about aligning your s...

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24:32

Ready to Retire? Here's How to Tell Your Company │...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/05/29

In 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,...

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19:12

The 4% Rule: Is It Still the Key to Early Retirement...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/05/26

The 4% withdrawal rule does not apply to early retirees since it's based on a 30-year timeline, not the 40+ years needed for early retirement. Guyton's guardrails approach offers a better alternative, allowing for 5.2-5.6% withdrawal rates by adapting spending based on market performance. • Guardrails approach uses flexible withdrawal rates that increase when markets perform well and decrease during downturns • Traditional 4% rule based only on S&P 500 and intermediate US bonds, while di...

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18:38

Here's 5 Portfolio Changes To Create More Income In...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/05/19

Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and income — can offer a more comprehensive approach for long-term planning. • Relying solely on dividend-paying stocks may reduce portfolio diversification and growth potential • Total return (income + growth) can provide a broader view of long-term investment outcomes • Asset location strategies may improve tax efficiency depending on the type of ac...

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16:05

The Surprising Regrets of Wealthy Retirees | Root Talks

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/05/15

Retired 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...

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14:06

Why The Biggest Risk To Retiring Early Is Not What...

Early Retirement - Financial Freedom (Investing, Tax... ·

2025/05/12

Even when the financial plan indicates you're on track, many people experience anxiety—especially between ages 50 and 65, before traditional retirement benefits begin. This episode explores ways to prepare for that critical transition with clarity and confidence. • One of the most impactful retirement risks is withdrawing too much from your portfolio in the early years • Many individuals are “qualified rich, cash limited” with the majority of assets in tax-advantaged retirement accounts • Bui...

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297 results

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