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I was recently featured in ShoutoutLA - check out the article here!

Monday, June 27, 2022 A Complete Guide To Surviving Bear Markets

Our topic on this episode of the Early Retirement podcast is about the complete guide to surviving bear markets.Questions AnsweredHow should you inves...

Tuesday, June 21, 2022 Special Announcement: I'm Featured on the Ready for Retirement Podcast!

I was recently featured on the Ready for Retirement Podcast! Full episode available here on the podcast apps and also here on YouTube.Also, I'm o...

Monday, June 20, 2022 5 Tax Opportunities To Consider Every Year

Our topic on this episode of the Early Retirement podcast is about the five tax opportunities to consider every year.NEW: I'm on YouTube!Check ou...

Monday, June 13, 2022 Why Personal Finance Is More Personal Than Finance (And How You Can Maximize Your Financial Life)

Our topic on this episode of the Early Retirement podcast is about the fact that you can have anything you want, you just can't have everything y...

Monday, June 6, 2022 401(k) v. Roth 401(k) - What's Better For Your Situation?

Our topic on this episode of the Early Retirement podcast is about 401(k)s v. Roth 401(k)s and what you should do based on your individual situation.N...

Monday, May 30, 2022 Why You Should Rebalance Your Portfolio

Our topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio.NEW: I'm on YouTube!Check out the YouTube page...

Monday, May 23, 2022 5 Things I Wish I Knew About Money When I Was Younger

Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger.NEW: I'm on YouTu...

Monday, May 16, 2022 Why You Shouldn't Depend On A Monte Carlo Analysis To Retire

Our topic on this episode of the Early Retirement podcast is about why you shouldn't depend on a Monte Carlo analysis to retire.NEW: I'm on ...

Monday, May 9, 2022 How To Optimize Your Finances With Your Life

Our topic on this episode of the Early Retirement podcast is about how to optimize your finances with your life.NEW: I'm on YouTube!Check out the...

Monday, May 2, 2022 How Much Money Do You Need To Be Financially Free?

Our topic on this episode of the Early Retirement podcast is about knowing how much money you need to be financially free.NEW: I'm on YouTube!Che...

Monday, April 25, 2022 A New Way To Think About Market Downturns

Our topic on this episode of the Early Retirement podcast is about a new way to reframe the way you view market downturns.NEW: I'm on YouTube!Che...

Monday, April 18, 2022 5 Investing Tips Every Investor Should Know

Our topic on this episode of the Early Retirement podcast is about the 5 top investing tips every investor should know.NEW: I'm on YouTube!Check ...

Hi, I'm Ari. I believe money doesn't have to be stressful.

Financial Planner at Root Financial Partners. Host of Personal Finance Redefined.

I joined Root Financial Partners from Nuveen Investments, a global top-five wealth management firm, helping clients with income generation, alternative investments, and socially responsible investing.

After discovering how much I enjoyed working with clients, I sought out the independent advisory world to find a client-facing role so I could make a difference in client’s lives.

I wanted to be involved with a business model bound by the Fiduciary standard and to have the freedom and flexibility to help more people achieve their financial goals.

When I’m not working, you can find me waking up at 4:30am on a Saturday morning to watch my favorite soccer team “Arsenal”, searching for hole-in-the-wall restaurants, listening to comedy podcasts, and staying active.

I graduated from the University of Puget Sound where I was a member of the men’s soccer team and studied Business Administration with an emphasis in Finance. I am currently pursuing my Certified Financial Planner (TM) designation and MBA in Financial Planning at California Lutheran University.

You may be closer to your financial goals than you think. This podcast will give you the clarity to know!

 

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