Ari Taublieb, CFP®, MBA

About Me

I’m Ari.

I’m here to guide you on your journey to early retirement and financial freedom.

I’m a CERTIFIED FINANCIAL PLANNER™, Host of The Early Retirement Podcast, & Vice President at Root Financial, a financial planning firm that helps clients plan for retirement and get the most out of life with their money.

Ari Taublieb, CFP®, MBA

I grew up around undisciplined wealth.

My parents were great at making money, but I learned that making money is very different from having a financial strategy. I did not understand why, but there was always stress in the household, no matter how much money they were making.

My parents had multiple financial advisors throughout their lives because they had been burned by bad experiences. They didn’t trust their advisor, hidden fees were charged, and they had an overall lack of confidence in their financial plan.

I’ve spoken with thousands of people who were great at making money, but lacked a financial plan and, therefore, worked longer than they would have liked, spent less than they desired and did not get the most life out of their dollars.

There wasn’t a clear way for people who want to retire early to understand what it takes to actually retire early and never have to worry about expenses.

That’s why I became an advisor.

More Ways to Get to Know Me

I believe in providing value and sharing knowledge through multiple platforms. Here are some resources where I dive deeper into various aspects of early retirement, financial planning, and more. Check them out to get a better understanding of my approach and the strategies I recommend.

Ready to Take the Next Step?

Don’t wait to start planning for your dream retirement. Reach out today and let’s make it happen!