How To Discuss Inheritance With Your Parents (with James)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 583 Ratings
🗓️ 14 November 2024
⏱️ 22 minutes
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| 0:00.0 | A very special episode because this is the first of its kind. This is not your traditional episode. |
| 0:05.9 | This is not just me. I am joined by the founder of Root, James Cannell. And we are going through |
| 0:12.2 | the first episode. You are about to hear it. And I made an announcement a few weeks ago now, |
| 0:17.3 | I believe, where I shared that many of you already know me. Some of you don't know |
| 0:22.4 | James. Some of you know James well and now you're getting to know me as well. People are finding |
| 0:27.9 | James and myself on YouTube and the podcast and kind of finding that we do a lot of the same content, |
| 0:34.3 | but not everyone knows that we're actually at the same firm. So we said, hey, why don't we do a |
| 0:38.5 | podcast together, make it more engaging, more fun. So I'm not stopping the traditional Monday episodes, |
| 0:44.7 | just adding a Thursday episode. This is the first one. It's coming out right now. I hope you guys |
| 0:50.2 | enjoy. Hey, Ari, how you doing? I'm doing awesome. James, happy to be here. This has been a long |
| 0:55.7 | time coming. Maybe four years, to be exact. Yeah. Now that we think about it, I think it's actually |
| 1:02.5 | been exactly four years since, and I guess this is a new segment, a new show, starting off |
| 1:08.0 | and a way where people are probably thinking, what on earth are you talking about? You've had a podcast, Ari. I've had a podcast. We both have YouTube channels. A lot of people come to us and they say, hey, I follow James or I follow Ari. I had no idea the two of you actually work together, are the same thing, our root financial. And we are for people who don't know. And we figured, why not start doing a joint show as opposed to, yes, we both have our individual channels. Ari has the early retirement show. James has the Ready for Retirement Show. We're also going to do this. We know of a name. I don't know if you have something creative already that you want to come up on the fly. but we want to prioritize getting more stuff out to more people because a lot of the stuff |
| 1:45.4 | we've done has resonated with some really great people. I don't have a great name yet. I'll think of one. And if it comes up during the show, I might just interrupt and go, James, this is the name. But as of now, I don't have anything yet. I'm just happy to do this. Yeah, me too. And if you have a name for us, leave it in the comments. |
| 2:01.0 | Aura goes on live on YouTube quite a bit. |
| 2:03.9 | So this is going to live on... I'm just happy to do this. Yeah, me too. And if you have a name for us, leave it in the comments. |
| 2:17.2 | Ari goes on live on YouTube quite a bit. So this is going to live on, quote unquote, my YouTube channel for right now. So there's the James Canol channel. There's the Ari Taublieb channel. We both have the own podcast. We're going to distribute this to each other's podcast. Like we're just going to, same thing. will be on Ari's podcast, |
| 2:18.2 | will be on James's podcast. |
| 2:20.1 | This will also live on this channel. |
| 2:36.2 | So if you are listening to this and have not subscribed to Ari's stuff, make sure you do so. We'll include a link in the show notes, but it's Ari's name, Ari Taubli. And let's jump in because we do work together. Ari, it's been four plus years now, which has been awesome. And we do a lot of |
| 2:35.3 | great work for a lot of great clients. And the goal of this is just to say, how can we pull common |
| 2:39.6 | conversations or themes or topics or challenges and help people who are going through similar |
... |
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