All Episodes

Monday, November 13, 2023 Why You Should Consider Renting In Retirement

*Cash Flow Planner (FREE Budget Sheet)Renting v. Buying Article ReferencedAri Taublieb, MBA, CFP® is the Vice President of Root Financial Partners and...

Monday, November 6, 2023 How Much Is "Enough" To Retire Early?

*Cash Flow Planner (FREE Budget Sheet)Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializin...

Monday, October 30, 2023 [Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, October 23, 2023 Pension FAQ: How To Determine If You Should Elect Lump Sum or Annuity

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, October 16, 2023 Please Ask Yourself This One Question Before You Actually Retire Early

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, October 9, 2023 Don't Die The Richest Person At Your Funeral with Dr. Donatello

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, October 9, 2023 Balancing Emotion and Finance: The Impact of Investing Well For Retirement

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, October 2, 2023 How To Avoid Having A GOOD Financial Plan And BAD Early Retirement

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, September 25, 2023 How To Diversify One Stock With Massive Gains (Tax Tip)

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Monday, September 18, 2023 An Advanced Guide To Minimizing Future RMDs

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...

Friday, September 15, 2023 Case Study Announcement: Early Retirement (YouTube ONLY)

-> CASE STUDY EARLY RETIREMENT (Watch On YouTube Here)Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial ...

Monday, September 11, 2023 How Much Safe Money Do I Need On Hand Once I'm Retired?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuan...