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

*EXTRA Episode* - 10 Minutes for the Next 50 Years Of Retirement (Story)

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

Ari Taublieb, CFP®, MBA

Entrepreneurship, Investing, Business, Careers, How To Retire, Retirement Planning, Stock Investing, Real Estate Investing, Retirement, Personal Finance, Save On Taxes, Early Retirement

4.7585 Ratings

🗓️ 16 March 2023

⏱️ 10 minutes

🧾️ Download transcript

Summary

100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To Retire Early Let's Connect! WebsiteYouTubeLinkedInENJOYED THE SHOW? Don't miss out on any episode by subscribing to Apple Podcasts, St...

Transcript

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0:00.0

I'm going to come out and say your biggest fear.

0:03.1

You never want to run out of money.

0:06.1

Now, yes, there are other fears, of course, but that is what the major concern is when people

0:10.9

reach out to me.

0:12.5

Now, before you listen any further, I'm going to tell you right now, this is not going to be

0:16.9

your regular podcast episode.

0:19.1

It's not going to be about a tax strategy or Roth conversions

0:22.4

or investment allocations. It's going to be about how you truly create success on the mindset.

0:29.6

And what I mean by that is I've now, because of all of you, helped over 100,000 people retire

0:35.7

early or give confidence when it comes to an early retirement.

0:40.1

That's just what we crossed this week from a download perspective on the podcast.

0:44.7

And that's because of all of you.

0:46.4

So thank you for those that have shared this.

0:48.7

Now, that's not why you should keep listening.

0:51.1

There's plenty of advisors.

0:52.9

In fact, people who are not advisors, who give amazing

0:55.8

guidance when it comes to retirement, but I ask you listen to me today because I assure you,

1:02.3

you will not find another person who is more obsessed with helping you create your dream

1:08.1

retirement. Now, my parents are storytellers. They've won Emmys, and I do my

1:14.0

best to incorporate stories into the financial work that I do. So if you've been listening to

1:19.1

the podcast for some time, you already know that. Now, my parents are very special people,

1:24.9

and they did well, and I grew up in Malibu, California. Lots of advisors,

...

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