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

Why Retire Early? History Of The Podcast

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 June 2025

⏱️ 20 minutes

🧾️ Download transcript

Summary

What if work became a choice, not a requirement? The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Whether you’re nearing retirement or just starting to plan, this podcast delivers clear, actionable insights designed to simplify your biggest financial decisions. We focus on strategies that make a real impact—from tax planning moves that may unlock $100,000+ in lifetime savings, to investment and...

Transcript

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0:00.0

The early retirement podcast started in December of 2020. We are now, as of this recording, in June of

0:07.5

2025, we're nearly five years. We're about four and a half years. This is an episode where I'm going to

0:14.8

tell you about the history of the show, a little bit more about who I am. If you already know

0:18.6

all of this because you've been listening for years,

0:25.5

you don't need to listen to this episode. If you want an overview, if you're new, awesome,

0:31.3

I hope you tune in. Regardless, if you watch my YouTube videos or not, everything I talk about is for one sole goal. I want you to know the earliest time working is optional, where you're

0:37.2

working because you want to, not because you have to.

0:40.5

That is the biggest thing that I talk about and try to come across.

0:45.1

Now, everything I do is for this idea that if you could spend more time with family, or you could spend more time traveling, or just on a new career, and if you're smart with numbers, you could spend more time traveling or just on a new career.

0:55.0

And if you're smart with numbers, you can get more of that.

0:58.7

I mean, how cool is this?

1:00.3

I'm not obsessed with Roth conversions.

1:02.8

I'm not obsessed with a charitable trust.

1:05.2

I'm obsessed with the fact that if you use these things well, you can get more time doing

1:10.6

what you want to do. That's why numbers are so

1:12.9

fascinating to me. You're all humans. You're not robots. I have so many different examples. I've told

1:17.9

the story of my dad many times. My dad saved and invested very poorly, but he made a ton of money. He

1:25.2

had a great life. He paid for so many things. I'm so

1:28.3

grateful. The reason I have the confidence I do today is he paid for so many things, so many

1:33.3

private lessons along the way. I'm so grateful, but my dad has concentrated stock. He bought

1:39.5

monster stock and it's done so well for him. But I said, dad, do you want that one company to dictate

1:45.5

how many surf trips you take in retirement? He's like, no way. So I should diversify. I said,

...

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