Les meilleurs podcasts Personal Freedom (2024)

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How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 21:25

13h ago21:25

21:25

Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic…

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Ep 88 | Clear Your Space, Clear Your Mind: Holistic Decluttering with Noelle Fowler 31:08

7d ago31:08

31:08

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest is Noelle Fowler, a holistic declutter coach. She specializes in helping busy women simplify their lives by addressing the root causes of clutter. She shares her journey from organizing during the pand…

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You Won't Believe How This Couple Retired Early With $500k+ 14:39

8d ago14:39

14:39

Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…

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Here's How To Decide When To Turn On Social Security 24:10

12d ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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Ep 87 | Day Trading 101: A Beginner’s Guide to Financial Growth with Erin Thompson 27:30

14d ago27:30

27:30

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson, a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits. Erin also delves into how she…

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How Do I Invest To Create The Most Income In Retirement? 15:55

15d ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

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How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

19d ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

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Ep 86 | How My Client Found Spending Freedom to Support Her Financial Freedom 22:59

21d ago22:59

22:59

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspending that money. Her challen…

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Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41

22d ago11:41

11:41

This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…

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How Ari & James Met - Here's How Root Was Founded 30:01

27d ago30:01

30:01

Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…

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Ep 85 | How my 90 Day Financial Freedom Accelerator Can Make Retirement Possible 14:35

28d ago14:35

14:35

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share all about my signature program, the Financial Freedom Accelerator. A 90-day coaching program designed to help you transform your retirement dreams into reality with financial confidence and purpose. I share all the benefits and featur…

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3 Easy Steps For Happiness In Retirement 10:45

29d ago10:45

10:45

Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…

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STOP! Consider THIS Before Doing a Roth Conversion 32:25

1M ago32:25

32:25

Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…

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Ep 84 The Retirement Exercise That Changed My Life (And My Clients') 18:05

1M ago18:05

18:05

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality. The episode shares personal experiences of setting retirement goals, working with c…

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8 Tax Strategies To Consider Before Year-End 23:06

1M ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early…

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This Is The Danger Of Working One More Year: Goalpost Planning 25:11

1M ago25:11

25:11

Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…

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Ep 83 Navigating Social Security with Christopher Hensley 27:42

1M ago27:42

27:42

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security. We discuss factors affecting the best time to start claiming benefits, special considerations for t…

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5 Reasons You Should Not Buy An Annuity (And When To Surrender One You Have) 18:37

1M ago18:37

18:37

Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …

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How To Discuss Inheritance With Your Parents (with James) 21:40

2M ago21:40

21:40

It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP…

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Ep 82 | Essential Steps to Start Saving for a Secure Retirement 22:39

2M ago22:39

22:39

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the importance of saving for retirement and how to ensure you have enough money when you retire. This episode outlines practical steps to manage money, eliminate unnecessary expenses, and build a robust saving habit. I also highligh…

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5 Fun Activities Often Overlooked In Retirement 15:31

2M ago15:31

15:31

What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…

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Special Announcement - NEW SHOW! 9:32

2M ago9:32

9:32

New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email ari@rootfinancialpartners.com "Waitlist" Option 3 - Work With Us Here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…

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Ep 81 Why A Money Routine Leads to Budgeting Success 17:48

2M ago17:48

17:48

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances. A money routine is about m…

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How Much Do I Need To Spend $25k/Month In Retirement? 17:32

2M ago17:32

17:32

Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener commen…

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Ep 80 A Journey of Financial Discipline and Growth With Alexandra Dotcheva 24:40

2M ago24:40

24:40

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! During this guest episode, I am lucky to interview Alexandra Dotcheva, who shares her transformative journey from an immigrant violinist to a financially independent real estate investor. She discusses the challenges she faced during the 2008 financial crisis…

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Run This Test BEFORE You Retire Early (How To Avoid Getting UNLUCKY) 16:47

2M ago16:47

16:47

What-if scenarios allow you to retire early with confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients ret…

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Ep 79 Shift from Emotional to Intentional Spending for a Worry-Free Retirement 18:58

2M ago18:58

18:58

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the emotions tied to spending and their impact on not only achieving financial goals, but making impactful decisions. I share a client story demonstrating the importance of identifying personal values to forge a positive relationshi…

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3 Common Mistakes People Forget When Retiring Early 16:57

2M ago16:57

16:57

How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindle…

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Ep 78 | 3 Ways to Make Sure You're On Track to Retirement 19:38

3M ago19:38

19:38

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! To have a happy and successful retirement takes more than just enough money. In this episode, I discuss three common retirement gaps that could lead to disappointment and boredom in retirement. Beyond the financial side, it’s essential to plan for your dreams…

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Do You Know How Much You Are Paying Your Advisor? 22:18

3M ago22:18

22:18

There are many reasons to work with an advisor and I want to ensure you are getting value for it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne…

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Ep 77 Can You Afford Retirement? Debunking the Myths Holding You Back 17:11

3M ago17:11

17:11

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! Will I run out of money in retirement? It’s a question many people ask in one form or another. In today’s episode, I explore why this question lingers in your mind and how you can shift your thinking to trust that you’ll be financially secure. We’ll dive into…

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Here's How To Pay 0% In Taxes (ZERO Capital Gains) 12:15

3M ago12:15

12:15

Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a pr…

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Ep 76 Why You Need To Stop Procrastinating and Invest in Yourself 16:36

3M ago16:36

16:36

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I explore the common reasons why people hesitate to invest in themselves and share the story of a client who waited five years before taking action, highlighting the significant impact of that delay. I also dive into the concept of opportunit…

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3 Tips To Retire On Your Own Terms 18:09

3M ago18:09

18:09

You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary…

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Ep 75 The Membership Experience of Make Retirement Possible 15:13

3M ago15:13

15:13

In this episode, I share what you can expect inside of the Make Retirement Possible membership. The membership offers recorded trainings, worksheets, and a monthly live Q&A session to help members effectively plan their retirement. The experience is self-led and I share how to level up that self-led experience with support from myself, as well as h…

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Pension Decision - Lump Sum or Annuity? 16:55

3M ago16:55

16:55

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exp…

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Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show! 34:44

3M ago34:44

34:44

200 EPISODES! SPECIAL FRIDAY EPISODE History of the podcast Vision moving forward How to get the most value from your money Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a …

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Ep 74 Healing Trauma and Transforming Finances With Angela Turpin 25:44

3M ago25:44

25:44

If you’re ready to break free from the emotional and financial patterns that have held you back, this conversation is for you. Angela Turpin shares powerful insights into healing money-related trauma and offers practical steps you can take today to create a healthier relationship with your finances. You’ll discover how decluttering can clear both y…

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Don't Do Any Roth Conversions Before You Ask Yourself THIS 13:07

4M ago13:07

13:07

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?" Two very different questions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirem…

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Ep 73 How Tracking Can Transform Your Path to a Worry-Free Retirement 17:51

4M ago17:51

17:51

In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness and is essential to truly understanding your spending. It’s time to embrace tracking to better understand and improve your spending habits, but don’t make it a chore either. There are several suggestions…

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5 Ways An Advisor Can Change Your Retirement 16:26

4M ago16:26

16:26

Hiring an advisor should be based on the experience you are looking for. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping…

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Ep 72 Wondering How to Secure Your Retirement? Here’s Your Guide to Financial Stability 16:20

4M ago16:20

16:20

Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement? Are you worried about running out of money in retirement? Not having enough savings? Are you worried about health care costs? Are you worried about being able to just support yourself and …

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The Complete Guide To Optimizing Healthcare Costs Before 65 25:39

4M ago25:39

25:39

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement. In this episode, you'll learn how to determine your own …

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Ep 71 Why You Feel Unprepared For Retirement 18:42

4M ago18:42

18:42

In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goals. 00:00 Why You Feel Unprepared For Retirement 01:3…

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The Complete Guide To Implementing Roth Conversions: Tax Strategy 26:21

4M ago26:21

26:21

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess. Understand the role of when conversions make sense and when they don't. That's what this episode is all about. Begin optimizing what you've worked so hard for and implement conversions when appl…

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Ep 70 Am I Ready to Retire? Overcoming Doubt and Building a Retirement Dream 20:55

4M ago20:55

20:55

In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ultimately, the aim is to help listeners plan a fulfil…

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Here's How To View Real Estate As Part Of Your Retirement Strategy 23:02

4M ago23:02

23:02

Real estate can be a wonderful investment, but don't let your net worth trick you. Many clients want to downsize and then determine they love their home and don't want to move. Understand the role of your home in relation to your overall financial strategy. In this episode, I tell the real story of my parents and other clients who wish they viewed …

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Ep 69 Overcoming Job Loss and Managing ADHD Finances with Sherry Andrew 25:38

5M ago25:38

25:38

In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs. She discusses her 'two by four moment,' the importance of budgeting, the challenges of managing finances with ADHD, and strategies to mitigate impulse spending. The c…

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7 Surprising Regrets From My Clients Who Retired Early 21:46

5M ago21:46

21:46

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ar…

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Ep 68 How My Client Learned to Spend More On Herself 18:03

5M ago18:03

18:03

In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the positive impact of coaching had on her financial habits and lifestyle. 01:26 Interview Begins 01:38 Angela's …

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