Лучшие подкасты про Personal Freedom (2025)

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Ep 97 | Understanding Behaviors for Investing and Financial Success 28:54

6h ago28:54

28:54

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, we dive into the fascinating world of behavioral investing with Rick, a financial advisor from Dallas who specializes in helping people make smarter money decisions. But forget boring investment talk - this ep…

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How Do We Build The Best Team In The Financial Industry? 24:48

20h ago24:48

24:48

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the p…

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How Does Root Differ From Traditional Financial Firms? 27:41

1d ago27:41

27:41

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture pri…

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Root's New Community Is Coming! (EXCITING UPDATE) 15:49

1d ago15:49

15:49

Join the new Root Collective HERE! Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make reti…

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Ep 96 | Retirement 101: The Essential Steps to Estimate Your Retirement Budget 21:15

4d ago21:15

21:15

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing…

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How Much Should I Be Saving To Retire Early? 15:30

4d ago15:30

15:30

Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and investment strategies. By utilizing tools like the time value of money calculator, you can explore different scenarios to assess how to optimize your financial plan for retirement. • The importance of the …

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Ep 95 | Proven Strategies for Financial Independence with Steve Selengut 25:26

8d ago25:26

25:26

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance…

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Ep 94 | Retirement 101: Navigating Financial Fears, Debt, and Planning with Confidence 21:09

11d ago21:09

21:09

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling hig…

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A Complete Guide To Long-Term Care 15:05

12d ago15:05

15:05

Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…

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Ep 93 | Medicare Made Simple With David Kerlin 24:35

15d ago24:35

24:35

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor. David shares his personal health transformation an…

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Ep 92 | Retirement 101: Building the Financial Foundations 22:41

18d ago22:41

22:41

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I kick off a four-part series focused on building a successful retirement plan. This episode dives into the first steps of laying a solid foundation. Key topics include tracking expenses, …

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You Don't Need A Tax Preparer. You Need A Tax Planner. 15:42

19d ago15:42

15:42

This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to…

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Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein 31:47

22d ago31:47

31:47

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we ov…

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How Many Investment Firms Should I Split My Money Between? 21:31

23d ago21:31

21:31

This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration. • Discussing the importance of und…

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Behind The Scenes At Root: A Deep Dive Into Our Business 23:19

23d ago23:19

23:19

We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally. • Discussing…

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Here's How To Live A Retirement Without Anxiety 22:13

23d ago22:13

22:13

Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore the fears surrounding financial security, the mental impacts of excessive frugality, and the regret people feel for not experiencing life fully as they transition into retirement. • Understanding fears…

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Ep 90 | How I Made Retirement Possible at 50 [Re-Release] 23:56

25d ago23:56

23:56

Submit your questions here! Join the Financial Freedom Accelerator and create your roadmap to financial freedom! This episode is a re-release of episode 001 My Story & How I Was Able to Retire Early at 50. In this episode, I share my personal money journey about how I was able to retire at the age of 50 and eventually became a financial coach. My j…

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7 Steps To Check Off Before Retiring Early 16:29

26d ago16:29

16:29

Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations. • Evaluating how much money you truly need for retirement • Contem…

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Ep 89 | How Gen X Can Reflect, Plan, and Prepare for Retirement 21:28

1M ago21:28

21:28

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflectin…

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How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 14:53

1M ago14:53

14:53

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

1M ago31:08

31:08

Submit your questions here! 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 fro…

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

1M 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

1M 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

2M ago27:30

27:30

Submit your questions here! 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. E…

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

2M 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

2M 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

2M ago22:59

22:59

Submit your questions here! 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 outspen…

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

2M 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

2M 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

2M ago14:35

14:35

Submit your questions here! 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…

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3 Easy Steps For Happiness In Retirement 10:45

2M 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

2M 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

2M ago18:05

18:05

Submit your questions here! 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 reti…

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

2M ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Text us your thoughts on the show! 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 Join the new Root Collective HERE! (COMMUNITY) Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partn…

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

2M 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

2M ago27:42

27:42

Submit your questions here! 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, …

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

2M 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

3M 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 Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retire…

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

3M ago22:39

22:39

Submit your questions here! 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 s…

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5 Fun Activities Often Overlooked In Retirement 15:31

3M 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

3M 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 Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy …

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

3M ago17:48

17:48

Submit your questions here! 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…

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

3M 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

3M ago24:40

24:40

Submit your questions here! 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 duri…

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

3M ago16:47

16:47

What-if scenarios allow you to retire early with confidence. Text us your thoughts on the show! 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 Join the new Root Collective HERE! (COMMUNITY) Ari Taublieb, CFP ®, MBA is the Vice President of Root Financ…

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

3M ago18:58

18:58

Submit your questions here! 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 …

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3 Common Mistakes People Forget When Retiring Early 16:57

3M 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

4M ago19:38

19:38

Submit your questions here! 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 essen…

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

4M ago22:18

22:18

There are many reasons to work with an advisor and I want to ensure you are getting value for it! Text us your thoughts on the show! 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 Join the new Root Collective HERE! (COMMUNITY) Ari Taublieb, CFP ®, MBA…

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

4M ago17:11

17:11

Submit your questions here! 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 financi…

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