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Ari Taublieb, CFP®
United States
เข้าร่วมเมื่อ 23 มี.ค. 2019
I’m a CERTIFIED FINANCIAL PLANNER™ posting new videos every week so you can retire early. Click 👇 to work with us!
Ari Taublieb, CFP® is the Vice President of Root Financial Partners and host of the Early Retirement Podcast.
At this channel you'll learn the tips and strategies for maximizing retirement income, retirement planning, investing, tax strategy and more.
Make sure to hit that SUBSCRIBE button to be notified of all future videos.
👉🏻 Need a hand with your retirement planning?
📧 Send me an email at ari@rootfinancialpartners.com
Ari Taublieb, CFP® is the Vice President of Root Financial Partners and host of the Early Retirement Podcast.
At this channel you'll learn the tips and strategies for maximizing retirement income, retirement planning, investing, tax strategy and more.
Make sure to hit that SUBSCRIBE button to be notified of all future videos.
👉🏻 Need a hand with your retirement planning?
📧 Send me an email at ari@rootfinancialpartners.com
Why We Just Launched A NEW Retirement Community: Root Collective
Join HERE → ari-taublieb.mykajabi.com/the-root-collective
Interested in a custom strategy to retire early?
→ vwo3759x8i7.typeform.com/earlyretirement
Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy
The Collective is designed to support a large group of people approaching retirement who can learn, connect, grow, and perhaps most importantly, find a community of people to enjoy their retirement with.
Yesterday we launched the Root Collective, which is a big step forward in our ability to accomplish that desire without having to restrict access based on income or assets.
Learn the tips & strategies to get the most out of life with your money.
Timestamps:
00:00 - Why are we doing this?
2:21 - Connect with others
4:25 - Hosting experts
6:54 - Low cost entry stage
9:35 - What I Wish I Had Done..
11:54 - ONE Community
14:00 - SEE YOU IN THE COLLECTIVE!
------------------------------
PODCAST - earlyretirementpodcast.com/
INSTAGRAM - earlyretirementari
LINKEDIN - www.linkedin.com/in/aritaublieb/
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
------------------------------
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
👉 Subscribe to our channel and press the bell icon.
-----------------------------
⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
Interested in a custom strategy to retire early?
→ vwo3759x8i7.typeform.com/earlyretirement
Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy
The Collective is designed to support a large group of people approaching retirement who can learn, connect, grow, and perhaps most importantly, find a community of people to enjoy their retirement with.
Yesterday we launched the Root Collective, which is a big step forward in our ability to accomplish that desire without having to restrict access based on income or assets.
Learn the tips & strategies to get the most out of life with your money.
Timestamps:
00:00 - Why are we doing this?
2:21 - Connect with others
4:25 - Hosting experts
6:54 - Low cost entry stage
9:35 - What I Wish I Had Done..
11:54 - ONE Community
14:00 - SEE YOU IN THE COLLECTIVE!
------------------------------
PODCAST - earlyretirementpodcast.com/
INSTAGRAM - earlyretirementari
LINKEDIN - www.linkedin.com/in/aritaublieb/
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
------------------------------
📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it.
👉 Subscribe to our channel and press the bell icon.
-----------------------------
⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
มุมมอง: 1 951
วีดีโอ
How Much Do I Need To Spend $5k/Month In Retirement?
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How much do you need to spend $5k/month in retirement? It DEPENDS! What are your legacy goals? What about healthcare before age 65? What if you decide to travel more? What if you work part-time? This couple has big concentration risk, but there's inheritance incoming. It's not a cookie-cutter situation. Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement ...
Asset Allocation Vs Asset Location - Don't Make This Mistake
มุมมอง 2.4K9 ชั่วโมงที่ผ่านมา
Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Most investors focus on asset allocation-the mix of stocks and bonds in their portfolio-but asset location is equally important. Properly structuring your i...
Wait, I Can Sell My Stock With Big Gains And Pay 0% Taxes?
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Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Want to sell your stocks with massive gains and pay 0% in taxes? In this video, We'll explore a powerful tax loophole that allows savvy investors to legally...
I'm 55 With $1.3 Million In My 401(k). Can I Go Retire Early?
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Get access to the same software here → ari-taublieb.mykajabi.com/early-retirement-academy Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Are you thinking about early retirement? In this video, I break down a real case study of a 55-year-old couple with $1.3 million in their 401(k) and a mortgage. Can they retire early? I’ll show you the exact numbers...
3 Reasons You Should Delay Social Security (And How To Select The Right Age To Collect)
มุมมอง 4.9K21 ชั่วโมงที่ผ่านมา
Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Learn the three crucial reasons why delaying Social Security to age 67 could transform your retirement finances. Discover how to maximize your benefits, pro...
CFP® Reviews Vanguard's Advisor Study - When Should You Get An Advisor?
มุมมอง 10Kวันที่ผ่านมา
Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Vanguard's latest study reveals the surprising truth about when you should (and shouldn't) work with a financial advisor. This detailed breakdown explores t...
How Much Do You Need To Spend $10k/Month In Retirement?
มุมมอง 44K14 วันที่ผ่านมา
Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy How much money do you need to retire early & comfortably spend $10,000 monthly? Most financial advisors say $3 million, but what if that's wrong? In this ey...
Should I Turn On Social Security At 62 or Delay to 70?
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Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Deciding when to turn on Social Security can make or break your retirement plan. This video, featuring real-life case studies and practical advice, explains...
3 Questions To Know If You Can Retire | Do You Need To Keep Working?
มุมมอง 13K14 วันที่ผ่านมา
Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Are you ready to retire early? In this video, we'll walk through 3 essential questions that determine when you can retire and when you can retire early. Lea...
The Future Of Investing | Steal The Strategy $10M+ Clients Use
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Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Investopedia on SMA's → www.investopedia.com/articles/mutualfund/08/managed-separate-account.asp Nuveen (my old firm) → documents.nuveen.com/Documents/Nuvee...
Palisades FIRE Update and New Tax Strategy Tool
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Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy We are fortunately safe from the horrific Southern California fires. We are excited to announce the new Root Collective in the coming weeks. Time Stamp 00:0...
Here’s My 7-Step Checklist to Retire Early
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Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Ready to retire early? Discover the seven essential steps to plan your dream retirement with confidence. From defining your financial goals to optimizing yo...
Why You Don’t Need $2M To Retire Early (Monte Carlo Analysis)
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Interested in a custom strategy to retire early? → vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/early-retirement-academy Do you think you need $2 million to retire comfortably? Think again! In this video, We'll review a real-life case study to prove why you may already have en...
Why You Need To Eat CAULIFLOWER In Retirement (Roth Conversions)
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5 Key Tips In Year ONE Of Retirement (New Stage Of Life)!
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5 Key Tips In Year ONE Of Retirement (New Stage Of Life)!
Retire TODAY If You Know These 3 Things (How To Decide The Right Time To Retire)
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You Won't Believe How This Couple Retired Early With Only $500k
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You Won't Believe How This Couple Retired Early With Only $500k
This One SIMPLE Mistake Changed Their Retirement (Don't Rely On This)!
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This One SIMPLE Mistake Changed Their Retirement (Don't Rely On This)!
2024 Best Moments & What To Expect In 2025 (BIG ANNOUNCEMENT)!
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How To Create The Most Income In Retirement With Your Portfolio
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How To Create The Most Income In Retirement With Your Portfolio
Please AVOID This If You Plan To Retire Within 5 Years
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Please AVOID This If You Plan To Retire Within 5 Years
NEW Vanguard Study Says To Expect Smaller Returns | Focus On THIS instead
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NEW Vanguard Study Says To Expect Smaller Returns | Focus On THIS instead
“I’m scared to retire in this political environment” - Here’s Why You Don’t Need To Worry
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Financial Advisor Explains The Best Account You’re Missing Out On
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Look Inside a Real $5.2M Retirement Portfolio - Shocking Fees & Hidden Opportunities
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3 Secrets For A FUN Retirement - From My Client!
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How To Invest in Your Brokerage (Superhero) Account To Retire Early
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Can I Retire Early At 59 Without Ever Going Back To Work?
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REAL Life Lessons From Early Retirees. Watch This If You're 50+
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