Tuesday, May 9, 2023Where To Pull Money From First When Retiring Early?
One of the most important decisions you'll make during retirement is how to withdraw your income (please don't pay more taxes than you need to).There are a few things to consider when deciding where t...
Friday, May 5, 20235 Common Mistakes To Avoid When Retiring Early
If you're hoping to retire early and have thought about it for some time - you're probably ahead of the curve. Why am I assuming that? It's NOT EASY to retire early as you need to save and invest for ...
Monday, April 17, 2023Tax-Gain Harvesting (How To Pay 0% In Taxes - Early Retirement)
Who loves paying taxes? Nobody - that's why I love talking about tax-gain harvesting.Tax-gain harvesting is a popular investment strategy used by many investors to reduce or eliminate taxes on their c...
Friday, April 14, 2023ETFs (Exchange-Traded Funds) v. Mutual Funds for an Early Retirement
This is what I look like when I get my clients investments optimized (minus the cool shades).As you plan for your early retirement, tax efficiency should be a crucial consideration in your investment ...
Saturday, March 18, 202310 Minutes for the Next 50 Years Of Retirement (Story)
The biggest fear for many people is running out of money in retirement, and this is a major concern for many of my clients. However, I believe that success in retirement is not just about having a goo...
Friday, December 23, 20223 Retirement Myths To Avoid Spending Any Time Thinking About
It can be overwhelming to think about all the different factors that go into retirement planning, such as investing, taxes, withdrawal strategy, and social security. I always like to start by answerin...
Tuesday, August 23, 20225 Tips To Prepare For Retirement
You've been working hard for years, and it's time to retire. It's not just about putting your feet up: You also need to plan for how you'll live after retirement so that you can make the most of this ...
Monday, March 28, 2022Meet Ari Taublieb | Financial Planner & Dreamer
I was recently featured in ShoutoutLA - check out the article here!
Sunday, September 5, 2021Why Personal Finance Is More Personal Than Finance
The problem with money is people view it as dollars, as opposed to as a tool. Your money is simply a reflection of what you want your life to look like. Most articles talk about investment performance...