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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

7:37

4 Best States To Retire In For Tax Purposes (2026...

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

2026/10/05

Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/a60c21 Most retirement relocation conversations start and end with Florida, Arizona, or Texas. The states that actually deserve more attention tend to get skipped over because they are less obvious, not because they are less compelling. In this video, Ari covers four states that rarely appear at the top of retirement destination lists, each worth knowing about for different reasons ...

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6:10

5 Tax-Friendly Retirement States Nobody Told You About

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

2026/09/28

Ready to retire early? Start here ⬇️ → https://learn.rootfinancial.com/64e423 The tax difference between retiring in California and retiring in a state with no income tax can add up to a significant amount over a long retirement. For some people, that gap is large enough to change when they can stop working. For others, it is real money that still does not outweigh what they would be giving up. In this video, Ari walks through five tax-friendly states worth knowing about, alongside the rese...

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21:56

Why Smart Retirees Don't Delay Collecting Their...

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

2026/09/21

Sometimes the math is the easy part. In this episode, Ari responds to a voicemail from a listener who, on paper, looks like a retirement planning success story. Strong income, a meaningful pension, a well-funded portfolio, and a clear sense of how much they want to spend. The numbers point in the right direction before anyone has done the math. But the more interesting questions are never the obvious ones. Ari starts where he always does, not with the account balance, but with the spending...

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11:30

Once You Have Saved This Much For Retirement, Start...

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

2026/09/14

Sometimes the question is not whether you can retire. It is whether you are willing to be honest about what retiring early can look like. In this episode, Ari responds to a voicemail from a couple with a target retirement date, a month picked out, and a plan that looks solid on the surface. Two homes, multiple account types, a pension on the horizon, and a spending goal that seems reasonable. But the more interesting question is not whether the math works. It is whether the life they are bui...

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12:27

Here’s How Smart Retirees Pay For Healthcare Before...

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

2026/09/07

Healthcare is one of the biggest fears keeping people from retiring early. But for many future retirees, the actual cost is not the problem. The uncertainty is. In this episode, Ari Taublieb, CFP®, responds to a listener hoping to retire at age 60 with approximately $1.9 million saved between retirement accounts, a brokerage account, and a Roth IRA. While the numbers appear solid, one concern continues to stand in the way: how to pay for healthcare before Medicare begins at age 65. L...

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13:51

"Should I Go Retire Early And Live Abroad?" | Early...

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

2026/08/31

Retiring abroad sounds cheaper on paper. The real question is whether it creates the life you actually want. In this episode, Ari responds to a listener considering retiring in Thailand within the next few years. The appeal is obvious. Lower healthcare costs, lower living expenses, and the possibility of stretching retirement dollars much further than they would in the United States. But the conversation quickly shifts beyond the math. Ari walks through the tradeoffs people often underestim...

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22:03

I Have No Kids. Can I Retire In My 50s? | Early...

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

2026/08/24

Retirement planning often sounds like a math problem. But sometimes the most important question is not whether you can retire. It is what kind of life you want your money to support. In this episode, Ari Taublieb, CFP®, responds to a listener who is 52 year old and hopes to retire at 55 with approximately $2.8 million saved. On paper, he appears to be in a strong position. But like many people approaching retirement, he is trying to balance competing goals. He wants the freedom to spend mo...

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9:51

Why Don't We Feel We Can Retire With Numbers That...

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

2026/08/17

Retiring early is one thing. Trusting that you can stay retired is something completely different. In this episode, Ari responds to a listener who retired at 48 while her husband prepares to leave work as well. The numbers say they are in a strong position, yet the doubt still lingers. Are we really okay. Did we miss something. Should we keep working just to be safe. Ari explores why so many people struggle to trust their retirement plan even after years of disciplined saving and investing....

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14:35

The Shocking Reality Of What A $5M Retirement Looks...

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

2026/08/10

Five million dollars sounds like more than enough to retire. The real question is whether it supports the life you actually want to live. In this episode, Ari responds to a listener planning to retire around age 55 with roughly $5.1 million and spending close to $16,000 to $17,000 per month. On the surface, the math looks close. A simple rule might suggest it works. But real retirement decisions are rarely that simple. The first layer is structure. How much of that money is in pre tax accou...

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16:26

Can I Retire At 52? | Early Retirement Hotline

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

2026/08/03

Sometimes retirement planning is not about optimization. It is about rebuilding. In this episode, Ari Taublieb, CFP®, responds to a voicemail from a 52 year old widow whose life changed overnight. The plan she once built with her spouse no longer applies, but the desire to retire early and live intentionally is still there. On paper, she is in a strong position. Over $2.5 million saved across retirement accounts, no debt, a paid off home, and relatively low spending. The question is not whe...

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18:00

Should I Do Roth Conversions With A Pension? | Early...

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

2026/07/27

Most people think tax strategy is the starting point. It’s not. It’s the final layer that sits on top of a life you actually want to live. In this episode, Ari Taublieb, CFP®, responds to a listener with over $3 million across pre-tax, Roth, and brokerage accounts, plus a pension and future Social Security. On paper, everything looks optimized. In reality, he’s stuck on a question that keeps a lot of high savers from moving forward. Should he use his brokerage account for income, for tax st...

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15:04

Can I Retire At 55 With $1M+? | Early Retirement Hotline

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

2026/07/20

Having over a million saved does not automatically mean you can retire early. Where your money sits matters just as much as how much you have. In this episode, Ari walks through a real case of a 47 year old aiming to retire at 55. On paper, the numbers look strong. But most of the assets are tied up in retirement accounts, which creates a gap in the years before those funds are easily accessible. Ari explains why this is often called being “qualified rich” and how it can delay retirement ev...

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14:18

Can I Retire At 55 And Spend $10K/month? Early...

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

2026/07/13

Wanting to retire in five years is a good goal. Knowing if you actually can is a different question. In this episode, Ari walks through a real case study of someone in their early fifties trying to determine if early retirement is realistic. The numbers look strong at first glance. But the real question is not how much you have saved. It is whether your plan supports the life you want to live. Ari breaks down how income would be generated in the early years, how account structure impacts ta...

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13:44

This 59-Year-Old Might Retire..Or Make a Huge Mistake...

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

2026/07/06

Six million dollars sounds like enough to retire. But that number alone does not answer the question. In this episode, Ari responds to a real listener wondering if they can retire at 59 with significant savings. The surprising truth is that the portfolio is not the starting point. Spending is. Ari walks through a simple way to reverse engineer retirement. Define what your lifestyle actually costs, layer in healthcare, travel, and one time expenses, then work backward to see what your portfo...

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48:50

Working at 44… But Wondering If Retirement Is Closer...

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

2026/06/29

At 44, Dominic isn’t rushing retirement, he’s designing his life toward it with intention. With a career in nonprofit fundraising, a young family, and a deep commitment to generosity and purpose, he’s asking the questions many pre-retirees think about quietly: How much is enough? How do you balance saving for the future without sacrificing the present? And what does a meaningful retirement actually look like? In this conversation, Dominic shares his long-term vision for ret...

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21:16

Special Honeymoon Episode & Early Retirement Workshop...

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

2026/06/25

Reserve Your Spot: https://grow.rootfinancial.com/early-retirement-workshop-friday-october-9th (use code OPTIMIZE2026) Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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45:21

Business Owner Near Retirement Reveals Difficulty Of...

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

2026/06/22

For so many people in their 50s and early 60s, the road to retirement doesn’t start with a perfect plan, it starts with fatigue. That’s where Shawn is today. After decades of running two small businesses, volunteering as a firefighter, and never really turning “off,” he’s finally asking the question every pre-retiree faces: When is enough… enough? This episode dives into the real challenges people face when they’re 1–3 years from retirement: selling a business, navigating healthcare before M...

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43:11

Retiring at 62 After a Health Scare Changed...

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

2026/06/15

Two weeks into retirement, Jatin is already proving something powerful: you don’t need decades of experience as a retiree to know when it’s time to reclaim your life. After a sudden health scare on a road trip, long days in IT project management, and years of juggling global time zones, he realized what so many pre-retirees feel but rarely admit: time is more valuable than another year of work. In this episode, we talk through the real questions people face on the road to retirement: When is...

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48:05

Ex-Cybersecurity Expert Reveals How He Retired At 52...

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

2026/06/08

Robert is five days away from retirement, and after decades in high-stress telecom and cybersecurity roles, hundreds of flights, and more than six years spent living in Marriott hotels, he’s finally choosing something he’s never had enough of: time. In this episode, we explore what it really looks like to retire at 52 after a career built on mission-critical work, nonstop travel, and round-the-clock responsibility. Robert shares how moving to a Montana horse property shifted his priorities, ...

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39:55

Why I Want To Work Part-Time In Retirement | Road to...

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

2026/06/01

Retirement feels different when you’re close enough to see the real fears and trade-offs. Hana is just a few years away from stepping out of active duty, and she shares what it’s like to stand in that in-between space—excited for a slower pace, but still navigating purpose, parenting, and the question of “am I actually ready?” She talks about dreaming of morning pickleball, the frugal roots that shaped her money habits, and how starting to invest later than she planned didn’t stop her from g...

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347 results

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