Cover image of Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategies, Personal Finance)

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

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a financial planner specializing in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an ea... Read more

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Ranked #1

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Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity

Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

23 Oct 2023

21mins

Ranked #2

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Please Ask Yourself This One Question Before You Actually Retire Early

Please Ask Yourself This One Question Before You Actually Retire Early

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

16 Oct 2023

17mins

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Ranked #3

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Don't Die The Richest Person At Your Funeral with Dr. Donatello

Don't Die The Richest Person At Your Funeral with Dr. Donatello

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

9 Oct 2023

22mins

Ranked #4

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Balancing Emotion and Finance: The Impact of Investing Well For Retirement

Balancing Emotion and Finance: The Impact of Investing Well For Retirement

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

9 Oct 2023

15mins

Most Popular Podcasts

Ranked #5

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How To Avoid Having A GOOD Financial Plan And BAD Early Retirement

How To Avoid Having A GOOD Financial Plan And BAD Early Retirement

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

2 Oct 2023

18mins

Ranked #6

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How To Diversify One Stock With Massive Gains (Tax Tip)

How To Diversify One Stock With Massive Gains (Tax Tip)

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

25 Sep 2023

17mins

Ranked #7

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An Advanced Guide To Minimizing Future RMDs

An Advanced Guide To Minimizing Future RMDs

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

18 Sep 2023

23mins

Ranked #8

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Case Study Announcement: Early Retirement (YouTube ONLY)

Case Study Announcement: Early Retirement (YouTube ONLY)

-> CASE STUDY EARLY RETIREMENT (Watch On YouTube Here)Ari Taublieb, MBA is the Vice President of Root Financial Partn... Read more

15 Sep 2023

4mins

Ranked #9

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How Much Safe Money Do I Need On Hand Once I'm Retired?

How Much Safe Money Do I Need On Hand Once I'm Retired?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

11 Sep 2023

23mins

Ranked #10

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I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in hel... Read more

4 Sep 2023

21mins

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