All Episodes

Monday, February 6, 2023 Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions

In today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for M...

Monday, January 30, 2023 A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)

In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them i...

Monday, January 23, 2023 Top 5 Options for Health Insurance If You Retire Early

In today's episode of the Early Retirement Podcast, Ari discusses 5 options for health insurance if you retire early.NEW! Free E-Book: A Complete...

Monday, January 16, 2023 3 Tips To Retire Early And Not Run Out of Money

In today's episode of the Early Retirement Podcast, Ari discusses 3 tips to not run out of money if you retire early.NEW! Free E-Book: A Complete...

Monday, January 9, 2023 A Complete Guide To A Successful Retirement (Client Stories)

In today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement.Get your FREE...

Monday, January 2, 2023 8 Key Considerations in 2023 (and what to AVOID)

In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your f...

Monday, December 26, 2022 7 Tips To Optimize Your Money Before Year-End (Checklist)

In today's episode of the Early Retirement Podcast, Ari discusses how seven tips to optimize your money (save money) before year-end.Get your FRE...

Monday, December 19, 2022 How To Avoid The #1 Retirement Mistake & Create True Financial Freedom

In today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and s...

Monday, December 12, 2022 How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!

In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free an...

Monday, December 5, 2022 A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)

In today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of doll...

Monday, November 28, 2022 How Much "Safe" Money Do You Need At All Times?

In today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need. Questions answered:How much of an eme...

Monday, November 21, 2022 How To Build A Customized All-Weather Investment Portfolio

In today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio.Questions answered:How can I ...