Wednesday, December 13, 2023 Pro tips to retire early.

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

Tuesday, December 12, 2023 Here's How Roth Conversions Can Save You Thousands

In today's video, you'll learn when Roth Conversions do make a ton of sense and when they don't! Roth conversions can make a ton of sense if you have significant RMDs. Roth conversions can make a ton...

Tuesday, December 12, 2023 Pro tips to retire early.

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

Monday, December 11, 2023 3 Major Social Security Updates for 2024: What You Need To Know

Social Security is one of the largest income sources for the majority of Americans. Social Security changes in 2024 will impact millions of Americans. Connect your Social Security to your overall fin...

Monday, December 11, 2023 Pro tips to retire early.

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

Sunday, December 10, 2023 Pro tips to retire early.

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

Saturday, December 9, 2023 Pro tips to retire early.

Pro tips to retire early. #short

Thursday, December 7, 2023 4 Simple Tips To Retire Early (with confidence)

This podcast episode will be released on all podcast platforms next week, but you're getting it early for being on YouTube! Ari Taublieb, MBA, CFP® is the Vice President of Root Financial Partners (F...

Thursday, December 7, 2023 3 Major Social Security Updates for 2024: What You Need To Know

Social Security updates for 2024! Social security is one of the largest income souces for retirees and changes in 2024 are the biggest over four decades. Ari Taublieb, MBA, CFP® is the Vice Presiden...

Tuesday, December 5, 2023 Certified Financial Planner Reacts To CRAZY Money Advice On TikTok

There is some crazy financial advice out there on TikTok! Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners and a Financial Planner (Fiduciary). Timestamps 00:00 - Introductio...

Tuesday, December 5, 2023 Roth Conversions v. Subsidies | How To Prioritize When Retiring Before Age 65

Prioritizing Roth Conversions v. Healthcare Subsidies can be the difference of hundreds of thousands of dollars. Here's a sample of how I viewed this for a couple of clients of mine who: Case Study ...

Monday, November 27, 2023 Optimize finances ‼️ #investing #ari_taublieb #financialindependence