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

Root's New Community Is Coming! (EXCITING UPDATE)

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

4.7583 Ratings

🗓️ 30 January 2025

⏱️ 16 minutes

🧾️ Download transcript

Summary

Join the new Root Collective HERE! Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make retirement fulfilling—connection, travel, health, and purpose. Inside, you’ll be able to engage with like-minded peers, get expert insights, and expl...

Transcript

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0:00.0

All right, you and I talk a lot about ways that we could imagine a better future for a lot of clients, ways that we can impact more people, ways that we can go beyond what you might consider traditional financial advice of working with people 101.

0:12.5

And we talked about that before.

0:14.3

And yeah, that's part of our vision to see how can we expand access to high quality financial advice, maybe even non-traditional ways.

0:20.7

And we've got an

0:21.9

exciting announcement today to talk about one way in which we're going to begin doing that and some of

0:27.4

the benefits that we hope to extend to a lot of people. So what do we have going on that people

0:32.3

can be excited about? We have Roots New Retirement Community. And the reason we're launching this is because it's more, if you have a portfolio with plenty of money and you feel you can retire confidently, for some reason, because you're a human, not a robot, that doesn't give you total peace of mind.

0:51.1

And it's one thing to hear from James or I in a video that you

0:54.6

might be on track for retirement if your circumstances look similar. But it's a different

0:59.0

feeling when there's someone else in that community that you can communicate with who says,

1:04.2

hey, James, I was in a similar spot and I had anxiety. And here's what I did to combat that.

1:09.2

And here's the trip I really took that changed my life.

1:11.7

And you might end up meeting your best friend in this community.

1:14.5

So this is a new route retirement community where if you want to have an awesome retirement, it goes beyond the finances.

1:21.1

So we're really excited to launch this.

1:23.5

Yeah, I think we talked about what would the perfect company look like? If you could imagine the financial industry never existed. What would you design? If you said, we want to actually help people get the most of the life with their money. What things would you be doing? And I think, well, of course, like there's the traditional, how do you invest your money to retire? How do you withdraw your money? How do you save on taxes?

1:44.8

How do you set up the right estate plan, get insurance, all that stuff? Sure. But that tends to be

1:51.5

where the focus starts and ends for most companies. There's not enough talk about, well, how do you

1:58.9

create community? How do you understand or get this sense of what

2:03.1

purpose looks like for you? How do you have this ability to talk to people who can talk about

2:08.0

the importance of health and what steps you can take to improve your lifespan and health span?

2:12.7

What about people who can talk about fun travel tips and strategies? What about just talking like you said about to people? Hey, I'm terrified to do this retirement thing. Are there more of you out there? And the answer is yes, there's a whole lot of you out there. And so you and I talk about retirement a lot. Some of the funniest comments we get on YouTube is, hey, this, this advice is so great. But are you like, how old are you? Like, how do you know the stuff? Which is, yeah, we're in or near retirement. I can't speak from personal experience about retirement and the strategies we talk about other than the hundreds of people we've helped to do this with. So this community is a chance to say, yes, there's going to be some financial education is a component of it. But there's also going to be the things that go

...

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