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

“I Would Rather Figure Retirement Out Than Continue My Job” | Retirement Reality

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

Ari Taublieb, CFP®, MBA

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

4.7582 Ratings

🗓️ 23 February 2026

⏱️ 49 minutes

🧾️ Download transcript

Summary

Kate retired at 51, not because everything was perfectly figured out, but because the pull toward freedom finally outweighed the comfort of routine. After more than two decades in a demanding public service career, Kate realized it wasn’t the work she was tired of... it was the monotony. The same weeks. The same pressure. The feeling that life kept shrinking into Monday-through-Friday obligations. When the balance tipped just enough in favor of freedom, she trusted it and stepped away. ...

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome back to the early retirement podcast. I hope you're enjoying these interviews.

0:03.3

Hopefully they are resonating in a way. And if they are, just shoot me a note. Email me, aureatruthfinancial.com and tell me, yep, super helpful or no, I missed the old content where it was more 10, 15 minutes, quick tidbits, maybe a story. I make all this content for you guys. So let me know what would be helpful. And then once again, if you want, you're going to see a link in the description to get a free guide to retiring with confidence. That is everything. So if you look and you get overwhelmed, don't be. It's not to make you go, oh my gosh, I'm missing something. It's to give you that feeling of, wow, maybe I'm not worried about something or maybe I am worried about something that for no reason. I just am in a better spot than I thought. Maybe it's that moment of clarity where you go, wow, yeah, maybe I can retire earlier than I thought. Or maybe you get a little sense of, wow, it's a good gut check for me to see. There's lots of things I hadn't considered. So I just want you all to get confident and finding out when

0:55.4

you can retire, when you can make work optional. Thank you for, as always, listening to this podcast.

1:00.6

I'm going to go ahead and play the interview now. Guys, enjoy.

1:04.0

A friend from college called me four or five years ago, and we remained friendly, but it was

1:10.5

sort of a cold call in a sense that she's a financial advisor. And she had remained friendly, but it was sort of a cold call in the sense that

1:12.0

she's a financial advisor. And she had said, hey, are you, do you have a need any interest in

1:17.4

working together? And I was pretty instantly like, yeah, let's do that. And so she then helped

1:23.4

me understand my risk tolerance. And we had to adjust some things based investments based on my

1:30.2

tolerance, whether it was too high or too low. She kind of helped me have a little bit better

1:34.7

vision of where exactly I stood relative to cost some living and all of that. And also to say,

1:41.6

oh wait, I think I probably can do this.

1:44.8

Once I hit the appropriate amount of time as defined by the employer, I could be ready to do so,

1:51.5

which again was maybe four and a half, four and a half years prior to that time when I hit

1:58.1

enough years to retire.

1:59.7

What I'm doing in this new show,

2:01.3

retirement reality, is having heartfelt, candid conversations with people who have already

2:05.9

retired so you can hear from them. What worked well, what didn't, and everything in between.

2:11.0

I hope you enjoy. And if you're retired and you want to personally come share your story

2:16.5

on a future episode, There's a link right below

2:19.2

this in the description of this episode where you can apply to be a guest. Now go enjoy the episode.

2:24.8

My guest today retired at 51 years old and what's so incredible about her is she was honest going,

...

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