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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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Early Retirement

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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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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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"Send us a question/suggestion" 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 mak…
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"Send us a question/suggestion" 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 "…
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"Send us a question/suggestion" I'm inviting you this Thursday. I will share the benefits of the model I used and practiced for over 14 years. I now own multiple properties in 4 states and over 4 countries. Leverage 80% of other people's money with only 2 hours/month. Register for free *** Start taking action right NOW! GRAB OUR EBOOK we give our m…
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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…
  continue reading
 
"Send us a question/suggestion" I'm inviting you this Thursday. I will share the benefits of the model I used and practiced for over 14 years. I now own multiple properties in 4 states and over 4 countries. Leverage 80% of other people's money with only 2 hours/month. Register for free *** Start taking action right NOW! GRAB OUR EBOOK we give our m…
  continue reading
 
"Send us a question/suggestion" I'm inviting you this Thursday. I will share the benefits of the model I used and practiced for over 14 years. I now own multiple properties in 4 states and over 4 countries. Leverage 80% of other people's money with only 2 hours/month. Register for free *** Start taking action right NOW! GRAB OUR EBOOK we give our m…
  continue reading
 
"Send us a question/suggestion" This week, we interviewed a unique marketer, who told us that “views don’t matter”. Axel and our guest, will dive into ‘overcoming fear of the online’, are you marketing yourself properly? and all that good stuff - enjoy! Why listen to our interview with Carmen Ballesteros: Carmen Studied business, international coop…
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"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
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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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"Send us a question/suggestion" Why listen to our interview with Maura McGraw: She is the Founder and CEO of Duratus Properties. Prior to starting her business, Maura served ten years as a Marine Logistics Officer. She deployed to Afghanistan, Japan, and Korea where she managed cross-functional teams in dynamic environments. Together with her busin…
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"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
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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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"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
  continue reading
 
"Send us a question/suggestion" Why listen to our interview with Arn Cenedella: Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto and Menlo Park CA. Over this period, Arn assisted many other investors build their rental portfolios and is well-versed in all aspects of real estate investment including a…
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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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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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"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
  continue reading
 
"Send us a question/suggestion" Why listen to our interview with Amy R. Cook: She is the founder of Maven Lane Financial Group and worked in financial services for over twenty years, starting in the mortgage business, where she noticed a consistent reactive approach to financial decision-making. As a CFP® with a master’s in personal financial plann…
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"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
  continue reading
 
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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"Send us a question/suggestion" Deep Dive on AI Tools to help you as an investor *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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 YO…
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"Send us a question/suggestion" Why listen to our interview with Adam Goldman: Adam has been in the franchising space for 14 years and he's an expert at matching potential investors with the right franchise brand. His service is free In 7 years he has made 140 matches with 280 territories. and more see below 👇👇 [00:00-02:30] Introduction [02:31-08:…
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"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
  continue reading
 
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…
  continue reading
 
"Send us a question/suggestion" *** Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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!…
  continue reading
 
"Send us a question/suggestion" Why listen to our interview with Brandon Elliot: From being off track finding himself on house arrest and burning 40% of his body to getting on track and reaching $8.5 million in Assets, Brandon Elliot is acknowledged as part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling h…
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"Send us a question/suggestion" Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Co…
  continue reading
 
"Send us a question/suggestion" Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Co…
  continue reading
 
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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"Send us a question/suggestion" Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Co…
  continue reading
 
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