All Episodes

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...

Monday, September 4, 2023 I'm 60 with $2M. Should I Prioritize Roth Conversions or Healthcare Subsidies?

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

Monday, August 28, 2023 The Complete Guide To Minimizing Taxes With An 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, August 21, 2023 3 Tips For A Successful Early Retirement (Story)

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

Monday, August 14, 2023 A Complete Guide To Insurance Protection (What You Need and DON'T Need)

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

Monday, August 7, 2023 Why You Should Consider To STOP Saving For Retirement *(not a typo)

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

Monday, July 31, 2023 5 Tips So You Only Retire Early ONCE!

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

Monday, July 24, 2023 5 Tips To Maximize Your Roth IRA (Pro Tips To 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, July 17, 2023 How To Increase Returns With Strategic Asset Location (And What To Avoid)

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