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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Welcome to the IDEAL Investor Show. This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they dis ...
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Life after college graduation is never easy, especially when you're broke. As I go through my journey, I'm bringing some of the dopest creatives in the New York City with me. Join us as we drop knowledge on how to barely survive...and if this all goes according to plan, we'll all be set for Early Retirement.
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On Apartment Investing For Early Retirement, we sit down with accomplished investors, leaders, and industry experts in the world of multifamily real estate. We discuss how to capitalize on the vast opportunity that apartment investing presents to build wealth and help you achieve your financial goals.
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Michael Tanner has been an oil & gas professional with time spent both in engineering and corporate finance. He has experience including A&D, M&A, corporate strategy, risk research/analysis, hedging/budgeting along with experience leading IT teams. Currently VP of Finance @ Trevino Resources Jump to these discussions about: [00:00-05:02] Why the Oi…
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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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Dr. Jennifer Salisbury is a former US Navy Nuclear Propulsion Engineer. Her Doctorate is in Education because her passion is teaching. Through My Life As A Landlord, she has a personal mission to create communities by teaching about housing each day. Listen to the tips below: [00:00-03:10] Intro [03:11-04:40] 42 Troubles in Business [04:41-07:16] T…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
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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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
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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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John Bailey is the Founder OneFund Investments, a firm dedicated to increasing access to top-tier Private Equity and Venture Capital funds. Axel and John deep-dived into the perks of Private Equity and Venture Cap and how you can invest in top-tier markets that the top 1% have access to - enjoy! Listen on how to... [00:00-08:25] Be a wise private i…
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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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Luis A. Belmonte has been in the real estate game for over 57 years! As a principal at Seven Hills Properties, he specializes in retail, multifamily, and industrial developments across California, Oregon, and Nevada. Throughout his career, Luis has gained invaluable insights from his experiences, including mistakes and successes, which he shares du…
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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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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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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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Krista Reuther writes data-driven, actionable material to help landlords and renters alike. She makes difficult topics accessible, and as a guest, she answered questions with actionable steps - enjoy, [00:00-05:09] From writing to being a real estate investor [05:10-06:46] Different strategy, same goal [06:47-09:38] Out-of-state solution [09:39-18:…
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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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
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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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Adam Schroederis a content producer for Rent to Retirement and podcast host. Throughout his career, he has held the title of a local news reporter, podcast host, and producer for nationally syndicated companies such as NPR and MPR. Listen to more of his advice to new investors - enjoy [00:00-03:23] Introduction [03:24-08:51] The reality of real est…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
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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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
  continue reading
 
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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He flips but not in the traditional sense. He used a very unconventional method to create financial freedom through buying and selling businesses online - enjoy! Prefer YouTube? Click here Why listen to our interview with Matt Raad: He and his wife Liz are website investors, which means they use digital assets to generate cashflow and build wealth.…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
  continue reading
 
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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
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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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We invited Shauna Wekherlien, one of the US’ top 1% ranked and highly sought-after tax strategists. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of tax specialists who use "plain language" (not tax code) to help her clients create tax opportunities. She shares her tips to manage tax risk legally - enjo…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
  continue reading
 
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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Av Axel Meierhoefer
  continue reading
 
This guy had to work over 20+ jobs before he became a serial entrepreneur. Now, he talked to over 20+ publications including Entrepreneur, Space Impulse, Forbes, etc. sharing his tips, and now he is on ours - enjoy! Why listen to our interview with Martynas Fedotovas: - Serial entrepreneur, with 7+ years of experience in marketing, aerospace & defe…
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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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This guy mastered the formula for over 15 years. Investing is not a gamble. There is a scientific method behind it. Listen to another interesting conversation - enjoy! Why listen to our interview with Thomas Blottenberger: He entered the world of financial planning in 2010, eagerly anticipating his opportunity to make a difference in his clients’ l…
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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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This guy doesn’t let money sit for more than 6 months. He flips, re-invests, lends it and more. Through this interview, you’ll hear how one can rotate his money and double, or triple it back to you- enjoy! Why listen to our interview with Zach Zimmer: Zach's journey from climbing the corporate ladder to achieving a "1%er" lifestyle on passive incom…
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