Videos

Thank you to all of you who leave comments on YouTube for what you've enjoyed and for what you'd like more of! Please let me know: - When are you planning to retire? - What are you MOST looking forwa...

Pro tips to retire early ‼️ Link in bio to create your custom strategy. #short

There are so many retirement accounts out there and it is confusing! But, not anymore :) Here is a breakdown with easy examples to understand which account you should use and why. Ari Taublieb, CFP®...

Imagine a life where money is important but doesn't overshadow the joy of living. Yes - I post episodes every Monday (even on Christmas)! Level One - can you retire? Level Two - how MUCH can you sp...

A donor-advised fund can be a beautiful way to assist with your charitable endeavors. It can save you in taxes and benefit the charity even more! Example: Let's assume you want to give $5k/year to th...

Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary). Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Free Cash Fl...

Pro tips to retire early. Link in bio to create your custom strategy. #short

Ensure you're checking all of these strategies for you overall holistic financial plan before the year is over (2023)! Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform....

Pro tips to retire early ‼️ Link in bio to create your custom strategy.

Pro tips to retire early ‼️ Link in bio to create your custom strategy. #short

I don’t want you working longer than you need to. Understand the earliest time work is truly optional and start living your best life. Case Study Details: John & Jane Sample are both 60 and seeking...

Pro tips to retire early ‼️ Link in bio to create your custom strategy. #short