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Ari Taublieb, MBA is the Vice President of Root Financial Partners and a financial planner specializing in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work ...
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Welcome to the IDEAL Investor Show. This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they dis ...
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Life after college graduation is never easy, especially when you're broke. As I go through my journey, I'm bringing some of the dopest creatives in the New York City with me. Join us as we drop knowledge on how to barely survive...and if this all goes according to plan, we'll all be set for Early Retirement.
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On Apartment Investing For Early Retirement, we sit down with accomplished investors, leaders, and industry experts in the world of multifamily real estate. We discuss how to capitalize on the vast opportunity that apartment investing presents to build wealth and help you achieve your financial goals.
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More on YouTube? Check the video version on Youtube 🔥 Tune in to our episode and not miss out on exclusive freebies mentioned during the show!🔥 Who is the Guest? As a veteran and thought leader in his space, Tim Yurek's insights have been featured on major media such as Bloomberg TV and have earned him a seat at the Million Dollar Round Table – a g…
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
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More on YouTube? Check the video version on Youtube Who is the Guest? If you’ve been sitting at your office desk wondering how to make a better future for you and your family, Robert Bernotas is the right person for you. As one of the nation’s leading franchise consultants, he’ll guide you through a streamlined process to identify, evaluate, financ…
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-> CASE STUDY EARLY RETIREMENT (Watch On YouTube Here) 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 -> Free E-Book: A Complete Guide To An Ea…
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More on YouTube? Check the video version on Youtube Who is the Guest? David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, O…
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
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More on YouTube? Check the video version on Youtube Who is the Guest? Adventure resides inside his practice with taking roads less traveled in the financial industry including, the use of technology, client experience processes and including staff in overall business decisions. Dustin, his wife and two sons enjoy an active and adventurous Okanagan …
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
More on YouTube? Check the video version on Youtube Who is the Guest? Jacob is a co-founder of VanWest Partners and has been investing in real estate since 2005. He leads the Investor Relations team and the launch of private Funds to raise capital for self-storage acquisitions. On behalf of VanWest, Jacob has deployed over $250 million in capital f…
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
More on YouTube? Check the video version on Youtube Who is the Guest? Bernie and his wife Courtney started the company by turning a long term rental in their home town into a short term rental and doing everything themselves from guest support to cleaning and maintenance. Happily surprised with the success and popularity of this property, they deci…
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
More on YouTube? Check the video version on Youtube Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step toward real estate investing? Axel learned the hard way- but you DON’T have to start that way. Feel free to talk to him :) Connect with us through social! We’d love to build a community of like-minded people…
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
More on YouTube? Check the video version on Youtube Who is the Guest? Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to …
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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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
More on YouTube? Check the video version on Youtube Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step toward real estate investing? Axel learned the hard way- but you DON’T have to start that way. Feel free to talk to him :) Connect with us through social! We’d love to build a community of like-minded people…
  continue reading
 
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 -> Free E-Book: A Complete Guide To An Early Retirement -> NEW eBook: Health Insurance For An Ea…
  continue reading
 
More on YouTube? Check the video version on Youtube Who is the Guest? Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that h…
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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). *Apologies for audio issue at the beginning! What was cutoff: Asset Allocation: the returns of your portfolio. Asset Location: the after-tax re…
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More on YouTube? Check the video version on Youtube Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON’T have to start that way. Feel free to talk to him :) Connect with us through social! We’d love to build a community of like-minded peopl…
  continue reading
 
In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early. 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). -…
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More on YouTube? Check the video version on Youtube Who is the Guest? Prior to Goldback, Jeremy always had an interest in precious metals. On a whim, he quit a high-paying job to become one of the first full-time employees of the UPMA (Utah Precious Metals Association). He was able to help grow the organization from 400 members to over 25,000. This…
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In today's episode of the Early Retirement Podcast, Ari discusses what to do with your 401(k) once you retire / leave employment. 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 You…
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More on YouTube? Check the video version on Youtube Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step toward real estate investing? Axel learned the hard way- but you DON’T have to start that way. Feel free to talk to him :) Connect with us through social! We’d love to build a community of like-minded people…
  continue reading
 
In today's episode of the Early Retirement Podcast, Ari discusses 5 primary reasons to consider retiring early today. 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 Str…
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Full video on YouTube here -> How To Balance Health & Wealth For An Early Retirement Create Your Custom Early Retirement Strategy -> Start Here 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).…
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More on YouTube? Check the video version on Youtube Who is the Guest? Dr. Eric Francom attended dental school in the inaugural class of Midwestern University. After dental school, Eric owned and operated four dental practices- three he started from scratch- and sold them to a private equity group. After increasing his net worth four times since the…
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In today's episode of the Early Retirement Podcast, Ari discusses how to plan for Deferred Compensation for an Early Retirement. 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…
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More on YouTube? Check the video version on Youtube Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step toward real estate investing? Axel learned the hard way- but you DON’T have to start that way. Feel free to talk to him :) Connect with us through social! We’d love to build a community of like-minded people…
  continue reading
 
In today's episode of the Early Retirement Podcast, Ari announces his new eBook, "The Complete Guide To Health Insurance For An Early Retirement" DOWNLOAD THE NEW EBOOK HERE! Summary: Do you often find yourself hesitating to take the leap into early retirement because of health insurance concerns? Worry no more! Today, I'm excited to announce the r…
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In today's episode of the Early Retirement Podcast, Ari discusses 30+ reasons to retire early TODAY. Download my eBook TODAY: -> Free E-Book: A Complete Guide To An Early Retirement 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 re…
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More on YouTube? Check the video version on Youtube Who is the Guest? We have our guest for today, Simon Ree, who can give us the answers we need. He’s going to explain the hows and the whys of trading. Simon Ree has worked as a professional in the financial markets since 1992 when he started his career as a futures broker. He loves studying the ma…
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In today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow. 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 retirem…
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More on YouTube? Check the video version on Youtube Listen in as Axel gives us some examples of what alternative housing would look like, giving some more options that are easier to reach than the usual houses and apartment buildings. Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step towards real estate inve…
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In today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. 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-tra…
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Who is the Guest? Our Guest for today, Franco Perez is going to give us the facts about Mobile Family Homes. Having grown up in a family with an unstable housing situation, Franco is on a mission to create affordable housing in Silicon Valley. He discovered that the Bay Area’s mobile home parks offer an abundance of underused land with great growth…
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In today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduc…
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More on YouTube? Check the video version on Youtube Who is the Guest? Brent Bowers is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wif…
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In today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not. 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 S…
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More on YouTube? Check the video version on Youtube Who is the Guest? Christopher Larsen is the founder and Principal of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in …
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In today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early. 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 …
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More on YouTube? Check the video version on Youtube Axel is going to discuss the importance of diversifying your money into different asset classes and recommend some of the best areas to invest in. Start taking action right NOW! Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- bu…
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In today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them. 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…
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More on YouTube? Check the video version on Youtube Who is the Guest? A globally-recognized chief executive with over 30 years of experience in the creation and growth of multi-billion dollar sustainable mining businesses across multiple continents. Demonstrated track record of creating shareholder value through the delivery of long-term strategy, …
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In today's episode of the Early Retirement Podcast, Ari discusses whether you should self-insure or buy Long-Term Care Insurance. 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 You…
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Before summer, we prepared a podcast season to talk about how to generate enough cash flow for your investments, what affects it, and the power of understanding positive cash flow. Watch this episode on YouTube: https://youtu.be/dYJbfgtPtkg START YOUR JOURNEY FOR FREE 🚶 🔥 Goal-setting the right way! https://bit.ly/bonus-and-manual 🔥 Hesitant to mak…
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In today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account. 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 E…
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In today's episode of the Early Retirement Podcast, Ari discusses 5 strategies to reduce Required Minimum Distributions (RMDs). 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 …
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