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 […]

Understanding Cash Flow in Retirement: More Than Just Net Worth

Retirement planning isn’t solely about accumulating wealth; it’s about ensuring you have enough cash flow to meet your living expenses. For example, having a home worth $1,000,000 might look impressive on paper, but if it’s not generating cash flow, it doesn’t necessarily mean you’re financially ready to retire. Consider my parents who are house rich […]

A Real-Life Story Of Investing Too Well For Retirement

The Hidden Pitfalls of Investing Too Well: A Real-Life Client Story Investing wisely and saving diligently are keys to financial success, but there’s a lesser-known risk: over-investing and delaying enjoyment. In this blog, we explore a real-life story of a couple who invested too well, accumulating significant wealth but missing out on opportunities to enjoy […]

How to Decide If you Should Keep or Break up with your Advisor

Is Your Financial Guru a Genius or a Dud? How to Spot the Real Deal (and Ditch the Rest) Let’s be honest, finances can be a tangled mess. You’ve earned your money, and you want it to flourish, but navigating the ever-shifting sands of the financial world feels like deciphering hieroglyphics blindfolded. That’s where a […]

Where To Pull Money From First When Retiring Early?

Where 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 to pull retirement income from first. First, you’ll need to determine your fixed income sources. This includes things like Social […]

5 Common Mistakes To Avoid When Retiring Early

5 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 income that lasts for 40+ years. Here are five common mistakes to avoid when retiring […]