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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance): Daily Summaries Delivered
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 di
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago39 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 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...
- 1 weeks ago40 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, Jim retired just shy of 70. Not because he had to, but because the work had reached a natural pause. The urgency lifted, the schedule loosened, and for the first time in a long time, life stopped pushing him forward. Financially, Jim’s story is refreshingly calm. He explains how saving consistently, living frugally, ...
- 2 weeks ago50 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: retirement felt too quiet, too early, and a little unfinished. So he re-entered the workforce in a role he genuinely enjoyed, trading stress for meaning and structure. When that chapter eventually changed, he didn’t cling to it. He adapted and retired again, with clarity this time. In this episode of Retirement Reality, Treg sh...
- 3 weeks ago58 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. Overcoming obesity, moving states, facing cancer, and an incredible attitude that will leave you inspired. If you’re in your fifties or sixties wondering what’s next, this episode is for you. You’ll hear how stepping away from work can open new space to live, learn, and move at your own pace. Sometimes the next chapter isn’t about d...
- May 4, 202641 min
The Psychological Factor In Retiring Early | Retirement Reality
Mark and Natalie did everything “right.” Twenty years of work, saving, and putting off trips for “someday.” When they finally hit financial independence, they still couldn’t book the flights. Not because of math—because of the feeling that spending meant slipping backwards. In this episode of Retirement Reality, Ari sits at their kitchen table and listens. What starts as a budgeting conversation turns into something bigger: how to move from protecting every dollar to actually using money fo...
- Apr 27, 202643 min
Single Mom Reveals How She Retired At 54 | Retirement Reality
Jennifer shares how she retired early at 54 and her struggles with purpose. Jennifer shares what it was like being a single mom, twice divorced, and after finding joy with real estate, Jenifer is now seeking to find a new life filled with the older generation, specifically around healthcare. -- Jennifer is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of ...
- Apr 20, 202641 min
Retiring at 58 Wasn’t the Plan, Here’s Why He Did It Anyway (& You Should Too) | Retirement Reality
Sometimes retirement isn’t sparked by a countdown to a date, it’s triggered by a moment that makes you rethink everything. For Shawn, that moment came with a serious health scare. After being misdiagnosed with a degenerative nerve condition, he was forced to confront a hard question: If time isn’t guaranteed, why keep postponing the life you want to live? In this episode of Retirement Reality, Shawn shares how that experience pushed him to take control of both his health and his finan...
- Apr 13, 20261h 5m
Ex-Physician Reveals Why He Still Can’t Fly First Class | Retirement Reality
Mark didn’t retire because he hit a magic number. He retired because the pace no longer made sense. After decades in family medicine and leadership roles at healthcare startups, retirement wasn’t something he spent years visualizing. There were no examples to follow. No clear finish line. Work simply continued, until life introduced moments that quietly reshaped how he thought about time, health, and what “enough” really means. In this conversation, Mark reflects on stepping away at 6...
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About Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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 di
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