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

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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).

Recent Episodes

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Recent Reviews

Cool0867(&46885

A must listen!

Anyone who is considering early retirement it’s a must listen. Ari creates great content for his audience and truly cares about helping people achieve their dream of an early retirement
smmorrow

Repetitive

Great content,I’ve truly learned a ton from this podcast and feel empowered by a lot of the advice given, but please stop repeating yourself. If I hear the cauliflower example or doctor example one more time….
me846351

Episodes temporarily not available

Just letting you know that for like the last 10-15 episodes, Apple podcast won’t allow them being played. Can’t download or play them. Gives message to the effect that the episode is temporarily not available.
cKralich

Fantastic

It’s the only podcast I have ever shared with someone else. Well done.
Chosen365!

Great podcast!!!

This podcast inspired me to become a financial adviser and I hope I get to work with you one day. Absolutely love finance and your podcast. Top advice.
fearmycheesecake

Amazing Advice

I really enjoy doing financial planning but didn't have a good source for guidance. Ari is a one-stop-shop for everything that you need to know! I feel much better and on track for retirement given his tactics, strategies and wealth of knowledge.
1FlygirlJill

Awesome

Stumbled across this podcast a couple weeks ago and so glad I did! The information is pertinent and helpful. It’s the podcast I didn’t know I needed, but now I can’t get enough of it! Thank you for sharing your knowledge and making it so relatable and informative!!
Angel*2

Angie

I LOVE THIS PODCAST!!!! Ari does a wonderful job getting into the weeds of finances with early retirement. He covers any and all topics relating to early retirement. Lots of details that you might not have considered when contemplating early retirement. Also love his relatable stories of others that are on the journey now with him. He is very genuine 😊.
Robert 2025

Fantastic Podcast for Early Retirement

I recently started listening to Ari’s podcast and find it extremely informative. Very concise and easy to understand. In addition I reached out to Ari in an email and he was very helpful with a timely response. Thank you for such an informative and educational podcast. I look forward to listening to it every week. Keep up the good work! Best wishes. Robert
kd22522

Ari has a wonderful way of making retirement planning understandable

Ari has such a wonyway of explaining complicated retirement financial planning topics. Thank you Ari for sharing your expertise.
Tony Danza1111

It’s like someone narrating a finance book at x1.25 speed

Ari knows a lot but the pa laying for the show stinks. He talks about his clients non stop. It’s like listening to an auto sales person. Coming from the top rated finance show to this is a big drop off. Hope Ari can close the gap in the future.
Hwckeith

I feel like a superhero!

Ari has the best financial podcast that I have come across! I’ve always been a pretty capable saver/investor. I’ve listened to many experts but find most content pretty basic. Ari goes deeper into personal finance and explains options that many others do not cover. He has verified some of the decisions that I made, like opening a brokerage (superhero account) account to help retire early. And he as provided a wealth of content on what to consider beyond just saving for retirement. I look forward every week to the latest episode.
Tray Dogg69

Not sure why?

I clicked on the “ Create your custom early retirement strategy here” link in the notes for one of the latest episodes. I followed the basic questions. Name, phone number , email, age, how much I make a year and investments. Right after investments I was told that this wasn’t for me. Here is my confusion… create your custom early retirement… yet I can’t because I do t qualify for what? Knowledge? Direction? I am not sure why but you should maybe state… “ let us see if we want to work with you and do it for you..” there was no custom. Maybe also include you don’t make enough or have enough investments. Which by the way I make a small but significant to me income… between $100k and $180k and last year about $181k so I didn’t think that was small. But you just lost a listener.
Brent Dekalb, IL

Top Notch

Truly one of my favorite financial podcasts.
Tiffytennis

Thank you so much for this podcast!

I’ve been listening for a while now and have never reviewed; however, today I’m reviewing….mostly because I was so excited to pull up my app and see I didn’t have to wait until Monday for an episode! I have truly learned so much from Ari and am in the process of listening to all the “unplayed episodes”. He mentioned today about real life early retirement successes and early retirement failures and I can’t wait to hear those! I’m a couple years out and DONT want to do it wrong! Thanks so much for taking the time to make these - and if you haven’t had time to listen to these - do yourself a favor and get going on it!
anthonytarantelli1

Early Retirement Podcast

Great podcast, I really enjoyed it!
Gldnby5150

Awesome podcast for those looking to retire early

My wife and I listen to Ari’s podcast each week and look forward to each episode. Tons of useful information and you don’t need to be a financial expert to understand it. I’ve never heard a financial expert that advocates for the benefits of early retirement, usually tell you how to do it if you choose to, but it almost seems to be discouraged and it shouldn’t be. It’s attainable if you plan ahead. This podcast tells you how to do that.
MTMD

So helpful!

As I look forward to an upcoming early retirement, I find so much helpful information and guidance from the Early Retirement podcast. You don’t know what you don’t know and this podcast is great at highlighting what I don’t know but absolutely NEED to know before I make the leap. Thanks so much!!!
OKAY k k k k

Just started listening

I just started listening to the podcast and am super impressed with the no nonsense advice. Ari’s easy going and flexible approach is just what I was looking for. Gone are the days of the “you can draw 4%”; I liked the concept of discussing cash flow vs a prescribed approach. Thank you! Highly recommend for those considering either an early or traditional retirement.
gabs8636828286

Great Podcast!!

This is the most spot on and anti-fluff early retirement content you will find. Grateful and I don’t miss a Monday!
Beeners4u

Great Podcast!

Great info for anyone, no matter what stage they’re in on their retirement journey!
KH in LB

Much thanks

Thank you Ari, I appreciate all your efforts in providing your listeners with sound financial information. Keep up the good work!
Chickennuggeteater4262

Reminds me of Dave Ramsey

Great podcast, reminds me of Dave Ramsey’s podcasts. Great information to learn about financial freedom and how to prepare for retirement!
djeusjsisisisi

Great

This podcast I really great and gives very useful information.
matt.0O

5 reason to start early retirement

This podcast intrigued me and showed me the possibilities to start your retirement earlier sooner than others with small steps and consistently.
Austin Huebner

A good jump start to my future

Nothing needed it’s a great overall podcast!
caden bagh

great podcast

best podcast ever
Jeff G. Colorado

Incapable of staying on topic & wrong info

Just heard you say that principle contributions to a Roth IRA can only be accessed penalty-free 5 years after the contribution is made. This is wrong and only applies to Roth conversions. If you listen to enough episodes, you’ll hear more misinformation like this. There is also so much rambling and veering off-topic that it’s just not worth my time to listen to 15 minutes of speaking when the point could be shared in 5 mins. Write your script ahead of time and stick to it instead of the bouncing from one tanget to another. This would also help prevent you from making errors and false statements.
Frustrated a lot

Great information for early retirement

Ari covers topics that help me think what is needed to possibly retire early. Each week has a great topic that he reviews and uses great examples to make it real. Thanks Ari for helping me make sure I consider things I had not considered for an early retirement.
fvgrace

Three rules of thumb

Great show. In the age of the thoughts of the fire movement, I think young people forget to enjoy life and seem to just focus only on saving
Brandi and Coco

Thoughtful easy to understand

I enjoy listening to this podcast. Ari speaks on topics I’m interested in and easy to understand.
D-Merrick

Very informative

Lots of useful information for getting the most out of your hard-earned retirement savings. I didn’t know what I didn’t know before listening in!
Juan Peso

Ari Gold

Not to be confused with the Entourage agent :) Ari is wise beyond his years and has deep knowledge in his wheelhouse: Early Retirement. The length of his shows are ideal as well. He prepares and deeply cares…and it shows.
greenhaag

Awesome podcast

Early Retirement - Financial Freedom This is the best podcast I ever listened to!!!! There is sooo much useful and great information. ❤️👍
floysanford

❤️❤️Great Podcast Early Retirement❤️❤️

This podcast has been a blessing to me. ❤️ Thank you to Ari Taublieb, MBA - Early Retirement Specialist❤️❤️❤️❤️
Siebssssssss

Too basic

Too basic and high level. Further explain the “it depends” deeper. Don’t be afraid to get into the details further for the listeners.
allisonh6

Great insight!

I’m glad I came upon this podcast, gave it a listen and learned a lot.
erossfabbri

Podcast

Great podcast ari gave me great information about how to manage my future financially
bfjfjch

Great

Did a great job explaining
Aly Asad Sohani

Great Podcast

Very insightful and good information.
theCuriousProject

Valuable insights

Ari does a great job of simplifying financial concepts and making them digestible for a wide audience. Lots of value explained in these episodes and a great resource for anybody looking to truly achieve financial peace of mind!
Zach S24

Amazing Podcast

One of the best Podcasts I’ve listened to. Not only this but Ari is a great leader for us to change the financial world. Great stuff keep it going!
Sickerrrmodeee

Best podcast about retirement

I listened through many episodes and so far best podcast with the best information about all of retirement for me
eujftyu

Amazing podcast

A very good podcast absolutely love it. I would recommend this to anyone.
oliverhead

Episode 47

Great advice
jgim505050

👍

Best podcast on ways to retire early and how to properly invest your money
KayeAdam8

Money Mindset

Thank you, Ari for sharing great information on money mindset. You have emphasized on value-based spending and plan retirement according to what is important to me. I like that your podcast is concise and with relevant data. Keep up great work.
Etoken

Level of detail and application

Fantastic level of specificity and detail in many different aspects of retirement/financial management so one can apply to their specific situation.
nmack7777

Great podcast

The best retirement podcast to retire early. Hands down.
zoebelle7

Love this podcast!

I loved listening to Ari’s advice and wisdom for achieving financial freedom. Great podcast, can’t wait to listen to more!