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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

36:50

Single Retiree (57) Breaks Down Exactly Why You...

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

2026/04/06

At 57, with his kids launched and the numbers finally working, Doug finds himself asking a different question than most people expect: If I could go now… why wouldn’t I? In this episode of Retirement Reality, Doug shares what it’s like standing right on the edge of retirement. He talks openly about the freedom he’s craving, the hesitation created by healthcare uncertainty, and the quiet realization that he’s already built a life he doesn’t need to escape from, just more time to enjoy. ...

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38:29

Early Retiree Reveals The Truth About Finding Purpose...

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

2026/03/30

Sue reveals her transition into an early retirement after a significant career. Sue shares how she finds fulfillment and purpose and shares powerful stories! -- Sue is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client’s experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts...

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12:42

Special Episode: NEW Free Resource For Loyal Listeners!

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

2026/03/25

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 ...

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48:41

Ex-Software Engineer Reveals Dark Truth Behind “Never...

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

2026/03/23

After decades in IT production support, Darren didn’t just retire — he escaped. At 54, the constant pings, midnight pages, and responsibility without authority finally ended, and what showed up in their place was one word he never expected: relief. In this episode of Retirement Reality, Darren shares how early retirement reshaped everything from his stress levels to his daily rhythm. He talks about the first months of decompression, learning to live without a schedule, how $6,000 a month com...

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46:17

Retiree Reveals Why She Retired At 56 Without A...

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

2026/03/16

After 37 years with the same company, Lissa realized she didn’t need to keep proving her productivity to live a meaningful life. At 56, she stepped away from corporate work, moved through a tough season in her marriage, and started building a version of retirement that feels like one word: freedom. In this episode of Retirement Reality, Lissa shares how early retirement opened space for last-minute trips to see her daughter, weekday theater in New York, and time with the FIRE community—choic...

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43:07

Ex-Tech Reveals The Regrets To Avoid Before...

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

2026/03/09

In this episode of Retirement Reality, Louis shares how a mid-year layoff after 32 years in tech became an unexpected doorway to something lighter, calmer, and more intentional. At 57, he is weighing recreational employment against full freedom, noticing how life feels when the inbox goes quiet and mornings are unhurried. Louis talks travel as a value, not a splurge. First-class seats, suites, and stretch-time together are part of the plan when the plan is built right. He loves scuba and ear...

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41:02

Here’s How A Retiree Spends $10K/Month Safely in...

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

2026/03/02

Bob 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 t...

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49:10

“I Would Rather Figure Retirement Out Than Continue...

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

2026/02/23

Kate 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. ...

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37:11

“Stop Worrying About Healthcare Pre-65” | Retirement...

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

2026/02/16

Melody describes her retirement with one word: peaceful. Not the kind she chased while working, the kind that finally arrived when she stopped. After 30 years in a high-pressure tech career, Melody retired at 55 with a clear trade-off in mind: less money, more time. She didn’t walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasn’t, day after day. In this episode of Retirement Reality,...

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58:15

New Retiree Shares How He Retired At 58 | Retirement...

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

2026/02/09

Martin loved his job, but was ready for a new chapter. Martin shares how he retired at 58 to pursue his health and how he has been preparing for retirement for the last 30 years. Martin's wife still works, but he's not having an issue finding things to do in retirement. Hope you enjoy the insights shared! Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ Interested in a custom strategy to retire early? ...

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54:31

Single Retiree Shares Surprising Truth About Retiring...

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

2026/02/02

David’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 activ...

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52:25

"I Started Investing In My 30s And Retired At 53" |...

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

2026/01/26

Slava shares how he retired early and his whole journey to get there. Enjoy. Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ ––––––––––––––––––––––––––––– The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be conside...

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51:47

Why Retirees Are Flocking To This One Special...

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

2026/01/19

After 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@wood...

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44:47

Ex-Silicon Valley Retiree Reveals Why You Should...

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

2026/01/12

Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early! Hope you enjoy the insights shared! Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-re...

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15:52

When Is The Ideal Time To Hire An Advisor?

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

2026/01/05

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 w...

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13:25

This Is When I Recommend You STOP Saving For Retirement

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

2025/12/29

Most 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...

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10:56

The Shocking Statistics Behind When People Collect...

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

2025/12/22

Choosing when to collect Social Security is one of the most stressful retirement decisions people face, and it doesn’t have to be. In this episode, Ari breaks down how most people actually decide when to claim Social Security, why there is no single “best” age, and how to think about the decision without fear or guesswork. Using real data and real-world scenarios, the focus stays on understanding trade-offs rather than chasing a perfect answer. Listen as Ari explains why some people c...

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16:01

Why Risk Tolerance Doesn't Matter (Use THIS Instead)

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

2025/12/15

Most advisors start with one question: “What’s your risk tolerance?” In retirement, that question might steer you in the wrong direction. In today’s episode, Ari breaks down why traditional risk questionnaires fail, and the better framework that actually protects your lifestyle, your confidence, and the income you need to live well in retirement. You’ll hear the story of a couple who rated their risk tolerance completely differently… and then changed their answers the moment markets dro...

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11:07

How To Decide When To Turn On Social Security

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

2025/12/08

Deciding 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 ...

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16:22

How Much Fixed Income Do You Really Need in Retirement?

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

2025/12/01

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...

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320 results

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