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

Investing · Ari Taublieb, CFP®, MBA

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

by 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 had enough of work? Do you want to spend more time with family (or on hobbies you've been putting off)? I created this podcast to help you know when work is now optional because you have a financial strategy that tells you when you can retire. You will learn all the investing tips in this financial podcast to set up the right portfolio for your goals. You may love what you do - and if that's you, great! I'm not saying stop working. But, I am saying, wouldn't it be nice to know when you didn't HAVE to work any more? When you would only go to work because you enjoyed it (crazy concept, I know). This is the ultimate retirement podcast (specifically, early retirement!). Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE!I don't want you to work unless you ENJOY it (finances aside, for just a moment)! My goal of this podcast is to give you all the tips and strategies so you can retire EARLY. Retirement planning, investing, personal finance, tax strategy, and you'll hear case studies from my clients and exactly how I've helped them navigate the transition into retirement. What are the right investment accounts to have in retirement? I want retirement planning to be simple for you so that you can retire early and maximize your retirement goals. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can maximize your return on life (we use money to do this).

Latest episodes

Showing 20 · updated from the feed

Once You Have Saved This Much For Retirement, Start Spending | Early Retirement Hotline

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 t

Sep 14
11 min

Here’s How Smart Retirees Pay For Healthcare Before Medicare (Age 65) | Early Retirement Hotline

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

Sep 7
12 min

"Should I Go Retire Early And Live Abroad?" | Early Retirement Hotline

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 reti

Aug 31
13 min

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

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 mone

Aug 24
22 min

Why Don't We Feel We Can Retire With Numbers That Look Good? | Early Retirement Hotline

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 he

Aug 17
9 min

The Shocking Reality Of What A $5M Retirement Looks Like In 2026 | Early Retirement Hotline

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 t

Aug 10
14 min

Can I Retire At 52? | Early Retirement Hotline

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 wh

Aug 3
16 min

Should I Do Roth Conversions With A Pension? | Early Retirement Hotline

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,

Jul 27
18 min

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

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

Jul 20
15 min

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

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 t

Jul 13
14 min

This 59-Year-Old Might Retire..Or Make a Huge Mistake | Early Retirement Hotline

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

Jul 6
13 min

Working at 44… But Wondering If Retirement Is Closer Than He Thinks | Road to Retirement

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 t

Jun 29
48 min

Special Honeymoon Episode & Early Retirement Workshop Announcement

Reserve Your Spot: https://grow.rootfinancial.com/early-retirement-workshop-friday-october-9th (use code OPTIMIZE2026) Create Your Custom Early Retirement Strategy Here

Jun 25
21 min

Business Owner Near Retirement Reveals Difficulty Of Knowing How Much Is Enough | Road to Retirement

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 decade

Jun 22
45 min

Retiring at 62 After a Health Scare Changed Everything | Road to Retirement

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. Aft

Jun 15
43 min

Ex-Cybersecurity Expert Reveals How He Retired At 52 | Road to Retirement

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 M

Jun 8
48 min

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

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 w

Jun 1
39 min

Why I Chose To Retire At 70 (Surprising Truth Revealed) | Retirement Reality

Jim doesn’t describe retirement as lazy or slow. He calls it unrushed. After decades of meaningful work with much of it spent serving as a missionary and living overseas

May 25
40 min

Why I Love Working For A Purpose, Not Money | Retirement Reality

Treg retired once… then came back. And then retired again, this time on his own terms. After stepping away in his early 50s, Treg realized something important: retiremen

May 18
50 min

Ex-Federal Employee Reveals Overcoming Obesity And Importance of Retiring In Your 50s | Retirement Reality

Herb’s story feels familiar to a lot of people in their late fifties. After a long career in DC, he decided a changd was right, despite what his family thought. Overcomi

May 11
58 min

Chart trend

Position in the Investing chart (US), last 90 days.

#38
all-time peak
15
days in the top 50 since Nov 2024

Chart positions

Where Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) ranks today in each Apple Podcasts chart (US, Sep 18, 2026).

#101 ▼ 14 Investing US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

Love the simple and practical advice. Not a one size fits all. Ari always does a good job of providing easy to follow examples. Sound advice and planning. Keep it up

Pumpkin maker · May 2025

Love the pod! Some great practical advice in easy English terms and not financialese. I really like the real life scenarios and see myself fitting right in to some like the “I’ll work one more year” and I’m psychologically just uncomfortable spending money I’ve spent almost 40 years saving. The talks are helping me think through everything.

SunCyndi0407 · Mar 2025

Ari has a way of cutting through, as he puts it, “head trash” to help you see clearly your path to retirement and to erase the doubts you might have. But he will also make sure you don’t jump too early and wind up back at work. I’ve learned so much from him.

MrStrat · Feb 2025

This is a great podcast ! Ari is terrific, the case studies and examples are well done, and Ari discuss numerous topics along the way - topics that are incredibly relevant and timely! This podcast should be in everyone’s rotation of episodes.

Srichards2 · Feb 2025

I listen to several retirement podcasts and YouTube channels. Ari’s content is honestly the one I most appreciate. Always concise, targeted information, generally one topic at a time, with no unwanted advertising content. His delivery is always friendly and delivered with the thought that there is a wide range of listeners with a wide range of retirement considerations. I have a great financial advisor but no doubt that Ari’s content has significantly elevated my knowledge as I prepare for my early retirement. 🫡

Gert of Troy · Jan 2025

We strive to present a balanced view by showing a diverse range of reviews from Apple Podcasts.

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

Popular shows in Investing, for your next listen.

Browse charts by category

Daily updated Apple Podcasts rankings for the United States.

About Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) on Reason.fm

Here you find the Apple Podcasts chart positions of Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance), its latest episodes to listen to directly, and reviews from listeners. Rankings are updated daily for the United States.

Contact

Questions or issues? Reach us at hello@reason.fm

0:000:00