Ari Taublieb, CFP®, MBA

Building Multi-Generational Wealth: How Much to Give and When?

In today’s blog, we’re diving deep into the nuances of building multi-generational wealth. Inspired by a conversation with some lovely clients in their 40s, this blog addresses the common question: “How much should we give to our children now, and how much should we save for later?” The Dilemma of Giving The clients, who are […]

Three Common Retirement Rules That Don’t Fit Early Retirement Plans

Planning for retirement is a daunting task, and with so many rules and guidelines out there, it can be overwhelming to know what advice to follow. This blog dives into three commonly accepted retirement rules of thumb that don’t necessarily apply if you’re considering an early retirement. Here’s a detailed look into why these rules […]

From Soccer Player to Financial Advisor: Ari Taublieb’s Journey

This episode of Ari Taublieb’s podcast differs from his usual content. Instead of discussing financial planning strategies, Ari talks about himself and why he started the podcast. Ari grew up in Malibu, California, but his family was not wealthy. He loved soccer and went to the University of Puget Sound because they agreed to let […]

Best Account to Withdraw Money From to Retire Early

Are you considering early retirement and wondering which account to tap into first? A certified financial planner (CFP®) can help you navigate this decision, but the best option depends on individual circumstances. Thinking Like a Business For a successful retirement, visualize your portfolio as a business. It should experience steady growth, and withdrawals shouldn’t hinder […]