#  @earlyretirementari Ari Taublieb, CFPĀ® Ari Taublieb, CFPĀ® posts on YouTube about retirement, root, retire, investment the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UC8pFXyHfzI9jTtRQDQpS3Hw/interactions)  - [--] Week [-------] +14% - [--] Month [-------] -22% - [--] Months [---------] +141% - [--] Year [---------] +167% ### Mentions: [--] [#](/creator/youtube::UC8pFXyHfzI9jTtRQDQpS3Hw/posts_active)  - [--] Week [---] +30% - [--] Month [---] -36% - [--] Months [---] +273% - [--] Year [-----] +307% ### Followers: [------] [#](/creator/youtube::UC8pFXyHfzI9jTtRQDQpS3Hw/followers)  - [--] Week [------] +0.90% - [--] Month [------] +3% - [--] Months [------] +25% - [--] Year [------] +72% ### CreatorRank: [-------] [#](/creator/youtube::UC8pFXyHfzI9jTtRQDQpS3Hw/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 73.17% [nascar](/list/nascar) 0.81% **Social topic influence** [retirement](/topic/retirement) #225, [root](/topic/root) #106, [retire](/topic/retire) #14, [investment](/topic/investment) 9.76%, [money](/topic/money) 8.94%, [social security](/topic/social-security) #284, [how to](/topic/how-to) 7.32%, [if you](/topic/if-you) 7.32%, [tax bracket](/topic/tax-bracket) #1748, [insurance](/topic/insurance) #1115 ### Top Social Posts Top posts by engagements in the last [--] hours "Why You Should Invest Differently In Every Account To Maximize Income In Retirement (IRA 401k etc) Everyone wants better returns. Almost no one talks about where those returns should live. You can own all the right investments and still lose thousands a year if they sit in the wrong place. Asset location is one of those quiet advantages that doesnt make headlines but changes everything behind the scenes. Its how you line up your accounts so they work together instead of against each other. The difference isnt theoretical. Its real tax savings smoother withdrawals and more flexibility when" [YouTube Link](https://youtube.com/watch?v=D3ffTG2a83o) 2025-11-10T20:05Z 78.7K followers, 41.4K engagements "Why I Chose To Retire At [--] (Surprising Truth Revealed) Jim doesnt describe retirement as lazy or slow. He calls it unrushed. After decades of meaningful work with much of it spent serving as a missionary and living overseas Jim retired just shy of [--]. Not because he had to but because the work had reached a natural pause. The urgency lifted the schedule loosened and for the first time in a long time life stopped pushing him forward. Financially Jims story is refreshingly calm. He explains how saving consistently living frugally and building most of his wealth in a brokerage account gave him" [YouTube Link](https://youtube.com/watch?v=_ZiL6JcqMKU) 2026-02-07T18:00Z 78.8K followers, [----] engagements "I Have $1.6M Pre-Tax. This Is Why You Should NOT Do A Roth Conversion (Case Study) Roth conversions are often misunderstood. They can be powerful tools for reducing long-term taxes but theyre not always the right move. This walkthrough explains why jumping into conversions without understanding your full financial picture can backfire. By walking through a real case study the goal is to show when Roth conversions add value and when they quietly cost you hundreds of thousands. Rather than focusing on doing something smart with taxes this analysis emphasizes building a life-first retirement" [YouTube Link](https://youtube.com/watch?v=gtdo7SaqDJA) 2025-07-25T15:51Z 78.7K followers, 62.3K engagements "3 Signs You Have Enough Money To Retire NOW A lot of people assume they need to grind out a few more years at work just to be safe even when the numbers already show theyre in a strong position. The truth is most early retirees miss the moment when they actually cross the line from needing to work to choosing to work. In this video Ari breaks down three indicators that someone may already have enough to retire early even if they dont feel ready. Using a real financial plan as the example youll see how upward-trending retirement projections realistic healthcare planning and an honest look at" [YouTube Link](https://youtube.com/watch?v=gvaGUsPDikg) 2025-12-06T00:00Z 78.7K followers, 31.9K engagements "We have $20 Million But We're Still Worried REAL Case Study - PART [--] Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this insightful episode we examine the financial planning strategies of ultra-high-net-worth individuals with assets over $20 million. Learn how even the wealthiest face financial stress and discover key strategies to optimize wealth secure legacies and plan for a" [YouTube Link](https://youtube.com/watch?v=-1gR8ZCXsOw) 2024-10-05T17:18Z 78.8K followers, 35K engagements "Pension: Lump Sum vs Monthly Payments (Guaranteed) - Heres How To Determine Which Is Better For You Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video We'll explain how to decide between a lump sum or an annuity from your pension. We'll use an actual client example to perform an Internal Rate of Return (IRR) analysis to help you understand which option could put more money in your" [YouTube Link](https://youtube.com/watch?v=8aNqQqkpLt8) 2024-09-23T18:07Z 78.8K followers, 36.3K engagements "Can They Retire In [--] Years" [YouTube Link](https://youtube.com/watch?v=D6cAnevaHD8) 2026-02-12T04:30Z 78.8K followers, [----] engagements "Where Should I Pull Funds From FIRST When I Retire" [YouTube Link](https://youtube.com/watch?v=WGdQnRn2bh8) 2026-02-11T19:28Z 78.8K followers, [----] engagements "We Have $4M (Liquid) - How Much Can We Spend In Retirement Most people lean on the 4% rule when planning retirementbut what if youre retiring early Or spending more in your 50s and 60s than you will later in life In this episode Ari Taublieb CFP challenges conventional wisdom and introduces a more adaptive way to approach spending in retirement using dynamic guardrails and real withdrawal rate tracking. Ari breaks down why static withdrawal strategies can lead to oversaving unnecessary work years or worse: running out of money too soon. Through the lens of sustainable withdrawal rates" [YouTube Link](https://youtube.com/watch?v=YOVR-3nICWs) 2025-06-06T22:44Z 78.7K followers, 14.5K engagements "Should I Contribute To Roth 401k or Traditional (Pre-Tax) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In the video I walk you through a real-life example to help you decide whether to contribute to a Roth 401k or a Traditional (Pre-Tax) 401k. This is a common question that many people face when planning for retirement. I will show different scenarios considering income spending goals and" [YouTube Link](https://youtube.com/watch?v=gKImwY_FLF4) 2024-09-04T16:04Z 78.8K followers, 65K engagements "STOP š DELAYING RETIREMENT BECAUSE OF HEALTHCARE" [YouTube Link](https://youtube.com/watch?v=qMPzDVn7CAI) 2026-02-08T19:27Z 78.7K followers, [----] engagements "When Can They Retire With $1M" [YouTube Link](https://youtube.com/watch?v=BUldEFCSqmM) 2026-02-12T15:09Z 78.8K followers, [----] engagements "Health Insurance For Early Retirement (All You Need to Know) FREE eBook: Navigating Health Insurance Before [--] - https://rootfinancialpartners.com/health-insurance Get Started with Move Health - movehealth.io Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Most of the time when people plan their early retirement they know they want to retire early but they have yet to learn about where the" [YouTube Link](https://youtube.com/watch?v=BykvoxJEWGo) 2024-04-22T14:38Z 78.7K followers, 223.8K engagements "When can this single person retire" [YouTube Link](https://youtube.com/watch?v=F15VrWaUjTs) 2026-02-13T15:55Z 78.8K followers, [----] engagements "I'm [--] with ALL PRE-TAX (401k IRA etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE) Roth conversions are confusing.but they don't have to be. See a sample case to find out how you should think about roth conversions. Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video We will discuss tax planning strategies for individuals with most of their retirement savings in pre-tax accounts like" [YouTube Link](https://youtube.com/watch?v=L5bhAwfVxp8) 2024-05-29T22:30Z 78.7K followers, 530.1K engagements "After You Hear This You May NEVER Do Roth Conversions.FREE GUIDE" [YouTube Link](https://youtube.com/watch?v=N6jX5Kbznds) 2026-02-11T19:24Z 78.7K followers, [----] engagements "Can They Retire As Early As Age 43" [YouTube Link](https://youtube.com/watch?v=NbUV7B4lVK4) 2026-02-09T14:27Z 78.8K followers, [----] engagements "Comment ME š if you want me to analyze YOUR Retirement timeline" [YouTube Link](https://youtube.com/watch?v=OQkW95rbfhw) 2026-02-10T14:03Z 78.7K followers, [----] engagements "Why $1.5M Is Enough To Retire If You Want To Spend Like This We hear it all the time: You need $2 to $3 million to retire. But that number doesnt reflect your life it reflects a headline. In this episode we walk through why your retirement plan should start with your spending needs not someone elses benchmark. Because what matters most isnt the size of your portfolioits how well it supports the life you actually want to live. Heres what we cover: - Why many retirees can live comfortably on $60K$75K/year from a well-built $1.5M portfolio - How flexible withdrawal strategies help your plan" [YouTube Link](https://youtube.com/watch?v=RTdpWqTFvpE) 2025-06-28T23:00Z 78.7K followers, 139.7K engagements "This Is Exactly How Early Retirees Pay 0% Taxes On $120000+ Of Retirement Income Tax gain harvesting is one of the most overlooked strategies in retirement and financial independence planning but it can be incredibly powerful when used the right way. In this episode we walk through how tax gain harvesting works who its best suited for and how it can help reduce your long-term tax bill. Heres what we cover: - What tax gain harvesting is (and how its different from tax loss harvesting) - When it makes sense to intentionally realize gains - Why early retirees or people in low-income years may" [YouTube Link](https://youtube.com/watch?v=VUWs5WlegCo) 2025-06-23T17:27Z 78.7K followers, 84.8K engagements "Early Retiree Shares Truth About Retiring Early Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Time Stamp PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief Growth Officer of Root Financial" [YouTube Link](https://youtube.com/watch?v=X3Vsaj-j6ek) 2025-10-07T15:01Z 78.7K followers, 1.4M engagements "How To Retire [--] Years Earlier With A Superhero Account Retiring before age [--] creates three major challenges most people dont see coming: cash flow taxes and healthcare. This episode explains how one overlooked account what Ari calls the superhero account (a taxable brokerage account) can dramatically change how early retirement actually works. Ari walks through a side-by-side retirement case study of two people with the same $2 million net worth and the same goal: retiring at age [--] and spending $80000 per year. On paper they look identical. In reality their retirements couldnt be more" [YouTube Link](https://youtube.com/watch?v=XSiO1d20yoI) 2026-02-10T20:42Z 78.8K followers, 12.9K engagements "This Is When You Have Enough To STOP Saving For Retirement Most people think the safest path to retirement is to keep saving more no matter how close they are to the finish line. But what if there comes a point where saving actually matters less and investing well living well and spending with intention matter more In this end-of-year episode Ari shares why many near-retirees may need to rethink their instinct to just keep saving. He breaks down the surprising point where portfolio growth outweighs new contributions why being qualified-rich and cash-poor can limit your freedom and how" [YouTube Link](https://youtube.com/watch?v=XUggRrB5xL8) 2026-01-01T00:00Z 78.7K followers, 37.2K engagements "This Is The Only Withdrawal Strategy That Applies To An Early Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy This video will go over the best ways to withdraw money in retirement to ensure you never run out. I emphasize a dynamic approach using a real-life example of using Roth conversions to maximize retirement savings and examining the limitations of the 4% rule. I will also" [YouTube Link](https://youtube.com/watch?v=XWZWiHftVPc) 2024-07-11T18:09Z 78.7K followers, 264.1K engagements "I Have $10M+. How Can I Optimize $10M+ net worth and want to optimize https://vwo3759x8i7.typeform.com/earlyretirement $1M - $2M and want to retire early https://youtu.be/I8cfChMFxcw (Case Study) Case Study Details: Harold & Casey Sample are [--] and [--] respectively and seeking retirement guidance after recently inheriting $4M (lucky sperm and egg club). No children. No desire to leave significant assets upon their passing. They had diligently saved but their initial plan was to work until [--] aiming for a 100% probability of success. They are now on track to retire early and spend more than" [YouTube Link](https://youtube.com/watch?v=ZYEIicdK5VY) 2023-11-22T16:54Z 78.7K followers, 68.6K engagements "How Much Do You Need To Spend $10k/Month In Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy How much money do you need to retire early & comfortably spend $10000 monthly Most financial advisors say $3 million but what if that's wrong In this eye-opening video We'll debunk the myths about retirement savings. Learn the dynamic strategies proven frameworks and practical tips to help" [YouTube Link](https://youtube.com/watch?v=cU5qzW1iRQc) 2025-01-20T01:51Z 78.7K followers, 86.3K engagements "Why Retirees With Under $2M Should Avoid Roth Conversions Roth conversions sound simple on the surface: move money pay tax now enjoy tax-free growth forever. That pitch feels hard to resist especially when friends coworkers or online tools shout that a conversion could add hundreds of thousands to a plan. But the truth is more complicated and for many retirees under $2 million in pre-tax money the real question isnt Should I convert but What am I giving up if I do This video shares a sample couple in their 50s who look a lot like many early retirees: solid savers most of their wealth sitting" [YouTube Link](https://youtube.com/watch?v=f8OT_ppzATI) 2025-12-04T00:00Z 78.7K followers, 55.3K engagements "Retire Early TODAY If You Answer "YES" to All [--] Questions Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Are you Ready to retire early In this video find out if you meet the essential criteria to retire early confidently by answering seven crucial questions. From income replacement to healthcare planning discover how to secure a stress-free retirement and avoid common regrets. These" [YouTube Link](https://youtube.com/watch?v=gKfpR6EfehU) 2024-11-04T18:52Z 78.7K followers, 139.2K engagements "INSTANT KARMA š¤Æš¤£" [YouTube Link](https://youtube.com/watch?v=gjQIpXl5wY4) 2026-02-11T16:19Z 78.8K followers, [----] engagements "2026 NEW RETIREMENT NUMBERS RELEASED" [YouTube Link](https://youtube.com/watch?v=j3n8Xs3AzAY) 2026-02-10T23:17Z 78.7K followers, [----] engagements "How Much Do I Need To Spend $20k/Month In Retirement How much do you really need to spend $20000 a month in retirement In this episode Ari Taublieb CFP and host of the Early Retirement Podcast breaks down a real case study of a couple with nearly $6M in net worth and a $4M portfolio. Their question: is it enough to cover $20K a month after taxes and inflation Instead of relying on the 4% or 5% rule this video shows why withdrawal rates tell a clearer story. Youll see how healthcare costs long-term care and travel goals impact sustainability and how downsizing a home can instantly add millions" [YouTube Link](https://youtube.com/watch?v=qSQR-u5Prsc) 2025-09-02T17:56Z 78.7K followers, 40.8K engagements "Stop Worrying About Healthcare Pre-65 - Early Retiree Reveals All Melody describes her retirement with one word: peaceful. Not the kind she chased while working the kind that finally arrived when she stopped. After [--] years in a high-pressure tech career Melody retired at [--] with a clear trade-off in mind: less money more time. She didnt walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasnt day after day. In this episode of Retirement Reality Melody shares how she intentionally built a life" [YouTube Link](https://youtube.com/watch?v=rcw-aN8JsJg) 2026-01-31T20:00Z 78.8K followers, 23K engagements "We Have $2 Million Can We Retire Early At [--] Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Are you in your early 50s and have saved $2 million Find out how soon you can retire while fulfilling your lifestyle and travel goals In this video I'm sharing an analysis of a client's case study. We were looking for the best way to retire early in the 50s with a $2 million portfolio. We explored key" [YouTube Link](https://youtube.com/watch?v=t3YvmBjloeA) 2024-05-07T22:30Z 78.7K followers, 73.7K engagements "Can They Retire In One Year (Or Earlier) With THIS MUCH" [YouTube Link](https://youtube.com/watch?v=va8Q_3gj2pg) 2026-02-08T19:04Z 78.8K followers, [----] engagements "What No One Tells You About Retiring With A Paid-Off Home A lot of retirement advice treats the mortgage like a math problem. This perspective treats it like a life decision. Ari explores why the choice to retire with or without a mortgage often has less to do with interest rates and more to do with how people experience risk once paychecks stop. While the math may favor keeping a low-interest loan and investing the difference many retirees discover that fixed payments feel very different when markets are volatile and income is no longer guaranteed. The discussion reframes the mortgage" [YouTube Link](https://youtube.com/watch?v=wVpWqBPeImQ) 2026-02-12T23:24Z 78.8K followers, 16.8K engagements "šØ Stop Worrying About Healthcare - Do This Instead" [YouTube Link](https://youtube.com/watch?v=yiTmIviYyTA) 2026-02-11T19:18Z 78.8K followers, [----] engagements "Social Security Breakeven Math EXPLAINED In [--] Minutes When should you take Social Security62 full retirement age or [--] This decision shapes taxes lifestyle portfolio withdrawals and even the income your spouse may rely on for decades. In this video Ari breaks down the math behind the most common claiming ages so you can finally understand the real tradeoffs without guesswork. Early filing provides more checks up front but locks in a smaller monthly benefit for lifean important factor if a spouse depends on your income. Delaying increases the payment but only becomes advantageous once certain" [YouTube Link](https://youtube.com/watch?v=-WE73xpeXLc) 2025-11-20T19:00Z 78.1K followers, [----] engagements "Once I Show Retirees This Retirement Withdrawals Become Easy Most retirees worry far more about how to take money out of their accounts than they do about the size of their accounts and that fear is real. Nobody wants to feel like the market controls whether they can take a trip remodel their home or simply enjoy a nice dinner out. Real confidence comes from understanding what you can adjust not from hoping the market behaves perfectly. This video centers on a couple in their late 50s who earn a high income today and want to retire around [--]. On paper their plan looks strong: meaningful" [YouTube Link](https://youtube.com/watch?v=-o4xrAG9vTM) 2025-12-05T00:00Z 78.3K followers, [----] engagements "POV: What Retirees Actually Want In Retirement" [YouTube Link](https://youtube.com/watch?v=0A1M5itYg44) 2026-01-24T05:17Z 78.2K followers, [----] engagements "3 Shocking Examples That Will Make You Retire Early (Math vs. Emotion) The math might say one thing. Life often asks for something else. Ari explores the uncomfortable space where optimal financial decisions collide with how people actually live feel and sleep at night. Through real retirement examples he shows why choices that look perfect on paper delaying retirement stretching out a mortgage optimizing Social Security dont always lead to better outcomes in real life. This isnt about ignoring math. Its about recognizing its limits. Lower expenses can reduce risk. Peace of mind can change" [YouTube Link](https://youtube.com/watch?v=13OaEehSabs) 2026-01-08T20:38Z 78.4K followers, [----] engagements "How Kyle Busch Got Scammed (The Truth Revealed) Two-time NASCAR champion Kyle Busch lost more than $8.6 million in what was pitched as a safe tax-efficient retirement strategy. This episode breaks down how it happened and why the same financial traps are putting everyday retirees at risk. Using details from Kyle and Samantha Buschs lawsuit Ari walks through how complex financial products can be sold as sophisticated solutions while hiding costs risks and assumptions that most investors never fully see. What sounded like guaranteed income and downside protection ultimately became a devastating" [YouTube Link](https://youtube.com/watch?v=7lR3Ucz0TCM) 2026-01-20T18:43Z 78.6K followers, [----] engagements "I Would Rather Figure Retirement Out Than Continue My Job Retirement Reality Kate retired at [--] not because everything was perfectly figured out but because the pull toward freedom finally outweighed the comfort of routine. After more than two decades in a demanding public service career Kate realized it wasnt the work she was tired of. it was the monotony. The same weeks. The same pressure. The feeling that life kept shrinking into Monday-through-Friday obligations. When the balance tipped just enough in favor of freedom she trusted it and stepped away. In this episode of Retirement Reality" [YouTube Link](https://youtube.com/watch?v=8HOXlGOmKRY) 2026-01-24T18:30Z 78.3K followers, 17.1K engagements "How Much Can We Spend With $3 Million In Retirement (REAL Case Study) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Is $3 million enough to retire early For most yes. But - what is the most you can spend Whats the least How much money do you really want at the end of your life Join us for this detailed case study of a couple in their 50s who explore dynamic spending tax optimization and" [YouTube Link](https://youtube.com/watch?v=8WpDaGnqTlI) 2024-11-27T21:40Z 78.4K followers, 123.8K engagements "Can They Retire With $800K" [YouTube Link](https://youtube.com/watch?v=8aoTtWc72nI) 2026-01-24T15:02Z 78.2K followers, [----] engagements "10k/month enough to retire" [YouTube Link](https://youtube.com/watch?v=BZiugoDtIXo) 2024-12-20T15:27Z 78.4K followers, [----] engagements "How Much Can You Spend with $3 Million in Retirement (Case Study) Want access to the planning software and more (fill out this survey to be notified when it releases on June 1st) https://vwo3759x8i7.typeform.com/to/wzU91qCt Wondering how much you can spend when you retire When you can retire with confidence. What if you sell and move to a new property. What if you pay off your mortgage early. See today's case study for all the answers. Leave your comment if you want a case study on your situation next Ari Taublieb CFP MBA is the Vice President of Root Financial Partners (Fiduciary) and host" [YouTube Link](https://youtube.com/watch?v=EE-N53s4llk) 2024-01-06T14:51Z 78.1K followers, 49.3K engagements "How Much Do You Need To Spend $6k/month in Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Deciding how much you need to retire early can be tough but this case study will help you decide. The video discusses a real-life case study to demonstrate the necessary portfolio management to support your retirement dreams. It discusses the common concerns and misconceptions many face when" [YouTube Link](https://youtube.com/watch?v=FISM5nmzaPI) 2024-04-24T22:30Z 78.3K followers, 27.8K engagements "Can they retire at 50" [YouTube Link](https://youtube.com/watch?v=MK8GqZ3Acuw) 2026-01-29T14:35Z 78.4K followers, [----] engagements "How Much Do Engineers Make" [YouTube Link](https://youtube.com/watch?v=NGJlbtFmn5M) 2023-01-13T00:26Z 78.1K followers, 84.3K engagements "Can They Retire Before [--] With $1.5M + Pension" [YouTube Link](https://youtube.com/watch?v=Oa-EiUpNpiE) 2026-01-27T14:33Z 78.2K followers, [----] engagements "Once I Show Retirees This Healthcare Pre-65 Is No Longer A Fear Retiring before [--] doesnt have to be a healthcare nightmare. A lot of people delay retirementnot because they love their job but because theyre terrified of what health insurance might cost in those gap years before Medicare. In this video Ari clears the fog and shows you exactly how early retirees can manage healthcare without blowing up their plan. He explains the one number that drives everything: your modified adjusted gross income (MAGI). You can have $5 million or $10 million invested and still qualify for meaningful" [YouTube Link](https://youtube.com/watch?v=PUW8R0Knuy0) 2025-11-30T16:29Z 78.2K followers, 16.9K engagements "Why $4M Is Enough To Retire If You Want To Spend Like This $4 million sounds like a lot. but what does it really buy in retirement In this video Ari breaks down a real client case study to show how $4M can fully support a lifestyle of travel generosity and freedom if the spending and income strategy are aligned. Youll see exactly how much a $4M portfolio can generate safely what a realistic retirement budget looks like and how to structure withdrawals without running out of money. The goal isnt to chase the biggest number its to match your money to the life you actually want. Whether your" [YouTube Link](https://youtube.com/watch?v=WyCyhT6qWaY) 2025-10-16T22:07Z 78.6K followers, 10.9K engagements "Can She Retire Early With Healthcare Costs" [YouTube Link](https://youtube.com/watch?v=bug-TgnND4I) 2026-01-26T13:33Z 78.2K followers, [----] engagements "No state income tax sounds great but its not the whole story. No state income tax sounds great but its not the whole story. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you" [YouTube Link](https://youtube.com/watch?v=dM2Yf9gCxJw) 2025-12-22T15:01Z 78.3K followers, [----] engagements "Retirement Isnt Your Goal. THIS IS" [YouTube Link](https://youtube.com/watch?v=gfeq7SRJf0k) 2026-01-25T01:23Z 78.4K followers, [----] engagements "Stop Guessing: The Smart 401(k) Choice for High Tax Brackets When youre in a high tax bracket it feels wrong to give up the deduction. Why pay more now when you could defer it and deal with it later That logic makes sense until you look at the bigger picture. Most people build everything inside pre-tax accounts. They think theyre being efficient but what theyre really building is a future tax problem. The question isnt Roth or traditional. The question is how much flexibility you want in retirement. In this episode Ari Taublieb CFP walks through what it actually looks like when your entire" [YouTube Link](https://youtube.com/watch?v=htwia-kC2e4) 2025-11-06T15:04Z 78.3K followers, 18.5K engagements "I'm [--] With Both Rental Properties and Investments. When Can I Retire A common myth is that early retirement requires $24 million but thats not true for everyone. This episode explores a real case study of a couple in their early 60s with $1.6 million saved a rental property and a desire to retire early. Instead of focusing on arbitrary retirement numbers learn to center on what truly matters: income needs spending goals and lifestyle choices. With the right strategy early retirement is possible even without a massive portfolio. The episode breaks down how factors like Social Security timing" [YouTube Link](https://youtube.com/watch?v=iS4K0BlXKmU) 2025-07-13T16:33Z 78.3K followers, [----] engagements "Plan for reality not retirement myths Plan for reality not retirement myths . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari" [YouTube Link](https://youtube.com/watch?v=k3tk9_WhKcw) 2026-01-25T01:00Z 78.4K followers, [----] engagements "I'm [--] with ALL PRE-TAX. When Should I Do Roth Conversions Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Are you [--] with all pre-tax assets and wondering how to handle Roth conversions alongside other income sources like pensions and Social Security In this video I will walk you through a real-life case study. Learn the essential strategies to optimize Roth conversions avoid tax bombs and" [YouTube Link](https://youtube.com/watch?v=oQS3EmW1DF8) 2024-11-02T00:06Z 78.3K followers, [----] engagements "POV: Your Spouse Doesnt Want To Do Roth Conversions" [YouTube Link](https://youtube.com/watch?v=pxeR5a6gmq0) 2026-01-24T05:18Z 78.4K followers, [----] engagements "Pay ZERO Capital Gains With This Strategy Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video I will share strategies for potentially paying zero capital gains taxes especially if you're planning to retire early. I discuss the importance of taking advantage of tax planning opportunities before [----] as potential changes in tax laws could affect your financial future. I'll walk you" [YouTube Link](https://youtube.com/watch?v=rl-2qL_nv8Q) 2024-10-06T23:34Z 78.4K followers, 43.1K engagements "Happiest Retirees Do THIS [--] Thing" [YouTube Link](https://youtube.com/watch?v=tNbq-rN5F2A) 2026-01-25T01:24Z 78.4K followers, [----] engagements "How I Know When To Retire" [YouTube Link](https://youtube.com/watch?v=u9Dr1TGtzWE) 2026-01-25T00:40Z 78.4K followers, 18.5K engagements "Is it time to fire your financial advisor Is it time to fire your financial advisor . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video" [YouTube Link](https://youtube.com/watch?v=uEizb6iwMCA) 2026-01-26T17:01Z 78.4K followers, [----] engagements "I'm [--] With $2.2M. How Much Can I Spend In Retirement Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video I walk you through a real-life case study of a couple with $2.2 million saved and a big question: how much can they spend in retirement without running out of money As a Certified Financial Planner and host of the Early Retirement Podcast Ill show you how I evaluate their assets income" [YouTube Link](https://youtube.com/watch?v=ud406gKT3aY) 2025-03-04T18:39Z 78.3K followers, 21.3K engagements "Once I Tell Retirees This They Stop Worrying About Retiring With A Mortgage Should you pay off your mortgage before retirementor invest the money instead A lot of people wrestle with this question and the answer isnt as simple as the internet makes it sound. In this video Ari breaks down a real scenario: a couple in their late 50s with $1.5M invested a $210000 mortgage at 5% and the desire to feel completely debt-free before retiring. Using their numbers he shows the true financial tradeoff between keeping the loan and investing versus wiping the balance clean for peace of mind. Youll see" [YouTube Link](https://youtube.com/watch?v=uqS1s_LQFaE) 2025-11-20T02:32Z 78.1K followers, 19.7K engagements "I'm [--] with $4M. How Much Can I Spend In Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video Ari Taublieb CFP presents a detailed case study of a couple who have saved over $4 million and are seeking to optimize their retirement strategy. I highlight the importance of stress testing various scenarios to ensure they don't run out of money. I encourage them to spend more in" [YouTube Link](https://youtube.com/watch?v=uwtZOMktiY4) 2024-07-24T21:00Z 78.4K followers, 121.3K engagements "How Much Can We Spend In Retirement With $4 Million (REAL Case Study) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy This couple has a net worth of $6 million but are they financially ready to retire early This in-depth case study analyzes their investments spending plans tax strategies and potential pitfalls. Find out how much they can safely withdraw whether they should sell their rental" [YouTube Link](https://youtube.com/watch?v=xLh_YWMu8Ys) 2025-02-17T00:21Z 78.3K followers, 31.2K engagements "Can I Retire at [--] with $1 Million in My 401K In this video we go over financial considerations for individuals approaching retirement with significant savings in their 401(k) specifically around $1 million. This video also highlights common concerns about the timing of retirement like fear of retiring too soon running out of money and risk of extended work life. Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here" [YouTube Link](https://youtube.com/watch?v=xNi_ajtE-Tg) 2024-05-15T22:30Z 78.3K followers, 242.4K engagements "$60K Portfolio + Social Security = Will My Money Outlive Me How much money do you actually need to retire early and comfortably take income from your portfolio without running out and without looking back wishing youd done it sooner In this video Ari walks through a real retirement case study that highlights one of the most common tensions people face: the fear of spending too much versus the regret of saving too long. Using a sample couple in their mid-50s with about $1.5 million in investable assets he shows how retirement really unfolds once paychecks stop and Social Security hasnt started" [YouTube Link](https://youtube.com/watch?v=yM5d_SeZiF4) 2025-12-29T16:35Z 78.3K followers, [----] engagements "Can This Single Person (41) Retire Early" [YouTube Link](https://youtube.com/watch?v=-xL-DutOfVQ) 2026-02-03T14:57Z 78.8K followers, [----] engagements "Once I Show Anyone Over Age [----] This They Want To Move Their 401(k) ASAP When you retire your 401(k) doesnt retire with you it needs a plan too. In this episode Ari Taublieb CFP explains why rolling your 401(k) into an IRA can be one of the most important steps you take after leaving work. Its not just about consolidating accounts its about unlocking flexibility lowering fees and opening up better investment and withdrawal options. Ari walks through real examples of how retirees simplify their investments manage taxes more effectively and take control of their income in retirement. Youll see" [YouTube Link](https://youtube.com/watch?v=0KlRceykJjw) 2025-10-28T13:42Z 78.7K followers, [----] engagements "5 Reasons To Move Abroad (YESTERDAY)" [YouTube Link](https://youtube.com/watch?v=1tZyK9CHr1g) 2026-02-03T22:41Z 78.8K followers, [----] engagements "You dont really have $1M in your 401k heres why You dont really have $1M in your 401k heres why . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a" [YouTube Link](https://youtube.com/watch?v=4bVLkpSe5DQ) 2026-02-11T21:00Z 78.8K followers, [----] engagements "Why Most Retirees Worry About RMDs For No Reason Most retirees worry about RMDs but the truth is simple: you only need to plan around them when they actually create excess taxable income. For many people RMDs never become a real issue once you understand how cash flows work in retirement. Ari Taublieb CFP walks through two quick examples showing when Roth conversions make senseand when they dont. If your Social Security and spending needs already require portfolio withdrawals RMDs often fade into the background. When RMDs finally matter is when they force out more income than you need pushing" [YouTube Link](https://youtube.com/watch?v=5HvOpJ9KLGo) 2025-12-10T00:00Z 78.7K followers, [----] engagements "Watch This If Youre [--] Years From Retirement" [YouTube Link](https://youtube.com/watch?v=7rdId-RVCAA) 2026-02-08T19:01Z 78.8K followers, [----] engagements "Describe Ari In ONE Word" [YouTube Link](https://youtube.com/watch?v=8-c5u6ghmec) 2026-02-02T14:40Z 78.8K followers, [----] engagements "Asset Allocation v. Asset Location" [YouTube Link](https://youtube.com/watch?v=9yAIdj5C32c) 2024-03-26T05:51Z 78.7K followers, [----] engagements "Would you keep working if you didnt have to Would you keep working if you didnt have to Follow for more Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the" [YouTube Link](https://youtube.com/watch?v=GyV4p1ECcw0) 2026-01-30T21:00Z 78.8K followers, [----] engagements "Can They Retire At [--] And Afford Healthcare" [YouTube Link](https://youtube.com/watch?v=HgYaJJ6pczY) 2026-02-02T14:22Z 78.8K followers, [----] engagements "How Much Will $1.7M Let Me Spend In Retirement If you have $1.7 million saved how much could that realistically support in retirement spending Its a common question with no one-size-fits-all answer. In this video Ari walks through a real case study to help you better understand how portfolio size taxes Social Security timing and withdrawal strategies can all influence your available income in retirement. We explore a hypothetical couples financial picture and look at how working a few extra years or adjusting travel plans can meaningfully shift the trajectory of their plan. Its not just about" [YouTube Link](https://youtube.com/watch?v=JydkYpXIsck) 2025-06-27T16:50Z 78.7K followers, 11K engagements "Why people with $10M still worry about retirement š® Why people with $10M still worry about retirement š® . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see" [YouTube Link](https://youtube.com/watch?v=LIzH_mKc_pw) 2026-02-05T23:00Z 78.8K followers, [----] engagements "Steal This Tool To Retire Early" [YouTube Link](https://youtube.com/watch?v=LLmsV5DPrxg) 2026-01-31T07:21Z 78.8K followers, [----] engagements "Where will YOU retire Where will YOU retire . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief Growth" [YouTube Link](https://youtube.com/watch?v=MR74qC22voo) 2026-02-10T15:00Z 78.8K followers, [----] engagements "Can They Retire In [--] Years AND spend $10k/month" [YouTube Link](https://youtube.com/watch?v=Q7miieEROuE) 2026-02-07T15:17Z 78.8K followers, [----] engagements "4 Lies You Tell Yourself About Retirement š¬ [--] Lies You Tell Yourself About Retirement š¬ . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future" [YouTube Link](https://youtube.com/watch?v=QLZsjbHCLIw) 2026-02-04T20:30Z 78.8K followers, [----] engagements "Physician Shares Why Retirement Will Still Involve Work Troy is [--] years old an orthopedic surgeon and genuinely excited about what life beyond full-time work could look like. After decades of intense training long hours and the emotional weight that comes with practicing medicine hes beginning to step back not because he hates his career but because hes ready to make space for health relationships and life outside the operating room. In this episode Troy shares what its like to prepare for retirement when your identity purpose and fulfillment have been deeply tied to your work. We talk about" [YouTube Link](https://youtube.com/watch?v=Qvs-n6cabag) 2026-02-02T19:09Z 78.8K followers, [----] engagements "Why Retirees Move Abroad To This City And Never Look Back (Day In The Life Of A Retiree) Want to learn more about Casa Avra Start here https://www.casaavra.com Let me know in the comments if you want to retire abroad and why San Miguel de Allende is one of those places people talk about in superlatives: most beautiful best retirement city hidden gem. So the real question isnt whether its charming its whether it actually holds up once youre living there. This video is a real review of Casa Avra and San Miguel de Allende through conversations first impressions and everyday moments. Let me be" [YouTube Link](https://youtube.com/watch?v=RUy9FiZEjqA) 2026-02-03T21:54Z 78.8K followers, [----] engagements "One in five Americans over [--] are still working. One in five Americans over [--] are still working. Comment RETIRE for the free guide to make sure you dont miss a thing before you retire. Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video" [YouTube Link](https://youtube.com/watch?v=S6L-RtkPiCc) 2026-02-09T00:00Z 78.8K followers, [----] engagements "Ranking the best (and worst) ages to claim Social Security āš» Ranking the best (and worst) ages to claim Social Security āš» . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you" [YouTube Link](https://youtube.com/watch?v=SQYitZliMdU) 2026-01-31T20:30Z 78.8K followers, [----] engagements "Can You Retire At [--] With $400K" [YouTube Link](https://youtube.com/watch?v=TNF7ifD-ZZM) 2026-02-11T03:52Z 78.8K followers, [----] engagements "I Have $750k. How Much Can I Spend Monthly When I Retire Some headlines want you a little nervous. $2M to retire or maybe $5M. That fear grabs attention but it rarely fits your real life. Your plan should match your life not your neighbors. Thats the whole point. Todays story follows a couple in their late 50s with about $750 invested. The question on their mind is simple: whats possible and when Heres their starting point. Most of the balance sits in pre tax accounts with smaller buckets in Roth and HSA. The mix matters for taxes and cash flow later. The first fork in the road is spending." [YouTube Link](https://youtube.com/watch?v=XpCIXLIFck0) 2025-11-04T14:58Z 78.7K followers, [----] engagements "Would You Retire Abroad" [YouTube Link](https://youtube.com/watch?v=afzpoiq9twE) 2026-02-03T22:17Z 78.8K followers, [----] engagements "Can They Retire TODAY With Less Than $2M" [YouTube Link](https://youtube.com/watch?v=dZYBnC3DSLU) 2026-02-01T16:13Z 78.8K followers, [----] engagements "This one mistake could cost you your entire retirement. This one mistake could cost you your entire retirement. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see" [YouTube Link](https://youtube.com/watch?v=eMW-08XV6PU) 2026-02-07T20:00Z 78.8K followers, [----] engagements "THIS dictates when you can retire FINALLY" [YouTube Link](https://youtube.com/watch?v=g2q-_Ef2y50) 2026-01-17T02:00Z 78.7K followers, [----] engagements "Asking Financial Advisors What They Would and Would Never Do With Money" [YouTube Link](https://youtube.com/watch?v=hjuZ3Xrd91w) 2026-01-29T23:54Z 78.7K followers, [----] engagements "Everyone thinks they just need a little more to retire. Everyone thinks they just need a little more to retire. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see" [YouTube Link](https://youtube.com/watch?v=isCME67Jis4) 2026-02-03T22:00Z 78.8K followers, [---] engagements "How many did YOU get right How many did YOU get right . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the" [YouTube Link](https://youtube.com/watch?v=jfyd43I37EI) 2026-02-06T17:01Z 78.8K followers, [----] engagements "401k vs Roth vs. 401k vs Roth vs. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief Growth Officer of" [YouTube Link](https://youtube.com/watch?v=lTGD3WRM2lY) 2026-02-11T00:00Z 78.8K followers, [----] engagements "Do They Have Enough To Retire In [--] Years" [YouTube Link](https://youtube.com/watch?v=lUXDerr34oM) 2026-01-31T14:55Z 78.8K followers, [----] engagements ""If I Had A Superhero Account I Wouldn't Have To Work Right Now" Tom is [--] years old still working in high-pressure tech sales and deeply ready for a life that isnt dictated by back-to-back meetings late-night calls and what he calls pretend time off. Even on vacation work has a way of pulling him back in and that constant tension is whats pushing him to rethink how and when he steps away. In this episode of Road to Retirement Tom shares what its like to prepare for retirement while still living inside a demanding calendar. We talk about reclaiming time transitioning from work identity to" [YouTube Link](https://youtube.com/watch?v=mlrmAK_jG_M) 2026-02-08T18:00Z 78.8K followers, [----] engagements "Is $1M enough to retire Is $1M enough to retire . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief" [YouTube Link](https://youtube.com/watch?v=pATGJk0Zbho) 2026-01-29T21:30Z 78.7K followers, [----] engagements "This Is Why You Do NOT Need $2M To Retire How much money is enough to finally feel comfortable If you ask the average American the answer is about $2.2 million. If you ask millionaires the number jumps to $7.5 million. And across multiple studies one pattern keeps showing up: people tend to believe they need roughly double what they have today to feel secure. Ari explores why this happens and why the feeling of enough often stays just out of reach even for people who have saved and invested far more than they ever imagined. Through real data personal stories and conversations he has daily" [YouTube Link](https://youtube.com/watch?v=q1Gn1-r4a7g) 2026-02-06T00:01Z 78.8K followers, [----] engagements "Once Retirees See This They Stop Roth Conversions" [YouTube Link](https://youtube.com/watch?v=qgUQ-kvCR9A) 2026-02-04T05:48Z 78.8K followers, [----] engagements "3 Simple Tips To Retire Before Age [--] Most people who retire before age [--] dont earn dramatically more money. They simply play a different game. This framework breaks down three overlooked levers that can make early retirement realistic even without extreme income or risky strategies. Hack #1: Control Your Taxable Income Not Your Net Worth Net worth alone doesnt determine when you can retire. What actually matters is how much taxable income you need to generate to support your lifestyle. Ari explains why someone with a lower net worth but better tax control can retire earlier than someone" [YouTube Link](https://youtube.com/watch?v=tmwR2913D0I) 2026-01-30T00:01Z 78.8K followers, [----] engagements "Does this sound like you at all Does this sound like you at all . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA" [YouTube Link](https://youtube.com/watch?v=veHx_rN3rJY) 2026-02-03T01:00Z 78.8K followers, [----] engagements "Why Risk Tolerance Doesn't Matter (Use THIS Instead) Most retirement advice starts with a familiar question: Whats your risk tolerance In this episode Ari explains why that question often misses the point especially once someone is near or already in retirement. Drawing from a real client conversation early in his career Ari shows how quickly risk tolerance shifts when markets move emotions change and income is no longer coming from a paycheck. What looks like a clear answer in a calm market can completely fall apart when volatility shows up and thats where traditional questionnaires stop" [YouTube Link](https://youtube.com/watch?v=xRt7Zo_mrAQ) 2025-12-22T15:20Z 78.7K followers, [----] engagements "Heres what nobody tells you about healthcare before [--] Heres what nobody tells you about healthcare before [--] š . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see" [YouTube Link](https://youtube.com/watch?v=y6Wt9KjaYiI) 2026-02-01T19:30Z 78.8K followers, [----] engagements "Can They (38/40) Retire At 55" [YouTube Link](https://youtube.com/watch?v=yDoZHrbsavs) 2026-02-05T16:43Z 78.8K followers, [----] engagements "10 Questions You Must Ask Before Hiring a Financial Advisor Working with a financial advisor is a big decision and you want to ensure they check all the boxes for what you are looking for. Video referenced about our process https://www.youtube.com/watchv=bNAbDLXyai4&t=12s *Sorry about the audio issue during this video Ari Taublieb CFP MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Timestamps: 00:00 - Introduction 00:35 -" [YouTube Link](https://youtube.com/watch?v=7oH-2wIuLSs) 2024-01-31T18:53Z 78.7K followers, 10.2K engagements "Heres How A Retiree Spends $10K/Month Safely in Retirement Retirement Reality Bob didnt retire because he was tired of work he retired because life kept reminding him that time isnt guaranteed. In this conversation with Ari Taublieb CFP Bob shares how personal loss perspective shifts and years of disciplined saving made early retirement feel less like a risk and more like the only choice that honored the life he wanted. He opens up about the emotional side of leaving a long career the moment he realized he didnt want to push the goalpost back anymore and the confidence he found once the" [YouTube Link](https://youtube.com/watch?v=LPgAfQf527E) 2025-12-06T16:59Z 78.7K followers, 10.2K engagements "Is $1.5M Enough To Retire Today" [YouTube Link](https://youtube.com/watch?v=PQcaCvVg3u4) 2026-02-08T18:59Z 78.8K followers, [----] engagements "This Is Your Financial Advisors Job" [YouTube Link](https://youtube.com/watch?v=QTSUFFgMicc) 2022-11-18T17:19Z 78.7K followers, 28.6K engagements "How Much Do You Need to Spend $25K/Month in Early Retirement (Proven Strategy) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Can you sustain an early retirement lifestyle with $25000 a month In this video I'll explain how much you need to enjoy early retirement with $25K/month sustainably. Learn why a dynamic withdrawal strategy is crucial and discover how to optimize taxes investments and" [YouTube Link](https://youtube.com/watch?v=U67QYQas6aI) 2024-11-17T18:53Z 78.7K followers, 40.6K engagements "This is exactly how much you need to retire on $8K/month š° This is exactly how much you need to retire on $8K/month š° . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like" [YouTube Link](https://youtube.com/watch?v=cZLtn6Doeps) 2026-02-10T00:00Z 78.8K followers, [----] engagements "What if you could retire in [----] but still work [--] days a week What if you could retire in [----] but still work [--] days a week . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you" [YouTube Link](https://youtube.com/watch?v=lQJA1ZwT6nk) 2026-02-12T16:30Z 78.8K followers, [----] engagements "How Much Do I Need To Spend $15k/month Spending $15000 per month in retirement doesnt necessarily require $3.5 million in savings especially if you approach your spending with flexibility and intention. Traditional rules of thumb often miss how retirement spending actually works: people tend to spend more in the early years while theyre healthy and active then less in the slower seasons of life. This video walks through a real-life scenario to show how dynamic spending can open doors to earlier retirement and more intentional living. A rigid monthly budget isnt always the best planning" [YouTube Link](https://youtube.com/watch?v=vLT_BCGi3zw) 2025-07-28T23:00Z 78.7K followers, 16.1K engagements "5 Tips To Pick The Perfect Asset Allocation In Retirement Asset allocation plays a bigger role in retirement than most people realizeand getting it right can be the difference between coasting into retirement with confidence or constantly second-guessing your plan. This video walks through five essential tips for choosing the right asset allocation based on your spending goals income needs and timeline. Learn why it's not just about getting more conservative with age but about aligning your investments with the life you want to live. Whether you're planning extensive travel considering" [YouTube Link](https://youtube.com/watch?v=CqkcpnYx2hM) 2025-08-03T18:17Z 78.7K followers, 10.7K engagements "I'm Single [--] And Have $2M (401k). Can I Retire Early Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy If you're single [--] and have $2 million saved in your 401(k) is that enough to retire early This real-life case study analyzes Bridget's financial situation exploring key factors like the Rule of [--] Roth conversions withdrawal rates and long-term care planning. Her concern All assets are nearly" [YouTube Link](https://youtube.com/watch?v=2cEso0Odvyk) 2025-02-12T23:15Z 78.7K followers, 61.4K engagements "This Is What A Real $5M Portfolio Looks Like In Retirement Case Study Want access to the planning software and more (fill out this survey to be notified when it releases on June 1st) https://vwo3759x8i7.typeform.com/to/wzU91qCt Enough is different for everyone. Email received below: šØ Thank you for your YT videos. Giving me more confidence yet still haven't pulled the trigger on an early retirement. Health worries me and I know it's time to get serious but hard to do after 40+ years of working. Would appreciate any guidance on my situation you're willing to give. I'd prefer my wife to be" [YouTube Link](https://youtube.com/watch?v=OH3lBFfGkA8) 2024-01-24T14:06Z 78.7K followers, 105.5K engagements "Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY Retirement Reality Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early Hope you enjoy the insights shared Want to be a guest on THIS show and help others by sharing your story Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Time Stamp 00:00 -" [YouTube Link](https://youtube.com/watch?v=gk3TQz6RsV0) 2025-09-27T15:44Z 78.7K followers, 35.4K engagements "How To Select Your Asset Allocation For An Early Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here: https://ari-taublieb.mykajabi.com/early-retirement-academy In the video I will discuss the importance of personalized asset allocation and asset location for early retirement planning. A one-size-fits-all approach doesn't work as individual financial situations vary greatly; while some may comfortably allocate 100% to equities others might" [YouTube Link](https://youtube.com/watch?v=zCVxJWF6E4w) 2024-06-05T14:03Z 78.7K followers, 28.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@earlyretirementari Ari Taublieb, CFP®Ari Taublieb, CFP® posts on YouTube about retirement, root, retire, investment the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 73.17% nascar 0.81%
Social topic influence retirement #225, root #106, retire #14, investment 9.76%, money 8.94%, social security #284, how to 7.32%, if you 7.32%, tax bracket #1748, insurance #1115
Top posts by engagements in the last [--] hours
"Why You Should Invest Differently In Every Account To Maximize Income In Retirement (IRA 401k etc) Everyone wants better returns. Almost no one talks about where those returns should live. You can own all the right investments and still lose thousands a year if they sit in the wrong place. Asset location is one of those quiet advantages that doesnt make headlines but changes everything behind the scenes. Its how you line up your accounts so they work together instead of against each other. The difference isnt theoretical. Its real tax savings smoother withdrawals and more flexibility when"
YouTube Link 2025-11-10T20:05Z 78.7K followers, 41.4K engagements
"Why I Chose To Retire At [--] (Surprising Truth Revealed) Jim doesnt describe retirement as lazy or slow. He calls it unrushed. After decades of meaningful work with much of it spent serving as a missionary and living overseas Jim retired just shy of [--]. Not because he had to but because the work had reached a natural pause. The urgency lifted the schedule loosened and for the first time in a long time life stopped pushing him forward. Financially Jims story is refreshingly calm. He explains how saving consistently living frugally and building most of his wealth in a brokerage account gave him"
YouTube Link 2026-02-07T18:00Z 78.8K followers, [----] engagements
"I Have $1.6M Pre-Tax. This Is Why You Should NOT Do A Roth Conversion (Case Study) Roth conversions are often misunderstood. They can be powerful tools for reducing long-term taxes but theyre not always the right move. This walkthrough explains why jumping into conversions without understanding your full financial picture can backfire. By walking through a real case study the goal is to show when Roth conversions add value and when they quietly cost you hundreds of thousands. Rather than focusing on doing something smart with taxes this analysis emphasizes building a life-first retirement"
YouTube Link 2025-07-25T15:51Z 78.7K followers, 62.3K engagements
"3 Signs You Have Enough Money To Retire NOW A lot of people assume they need to grind out a few more years at work just to be safe even when the numbers already show theyre in a strong position. The truth is most early retirees miss the moment when they actually cross the line from needing to work to choosing to work. In this video Ari breaks down three indicators that someone may already have enough to retire early even if they dont feel ready. Using a real financial plan as the example youll see how upward-trending retirement projections realistic healthcare planning and an honest look at"
YouTube Link 2025-12-06T00:00Z 78.7K followers, 31.9K engagements
"We have $20 Million But We're Still Worried REAL Case Study - PART [--] Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this insightful episode we examine the financial planning strategies of ultra-high-net-worth individuals with assets over $20 million. Learn how even the wealthiest face financial stress and discover key strategies to optimize wealth secure legacies and plan for a"
YouTube Link 2024-10-05T17:18Z 78.8K followers, 35K engagements
"Pension: Lump Sum vs Monthly Payments (Guaranteed) - Heres How To Determine Which Is Better For You Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video We'll explain how to decide between a lump sum or an annuity from your pension. We'll use an actual client example to perform an Internal Rate of Return (IRR) analysis to help you understand which option could put more money in your"
YouTube Link 2024-09-23T18:07Z 78.8K followers, 36.3K engagements
"Can They Retire In [--] Years"
YouTube Link 2026-02-12T04:30Z 78.8K followers, [----] engagements
"Where Should I Pull Funds From FIRST When I Retire"
YouTube Link 2026-02-11T19:28Z 78.8K followers, [----] engagements
"We Have $4M (Liquid) - How Much Can We Spend In Retirement Most people lean on the 4% rule when planning retirementbut what if youre retiring early Or spending more in your 50s and 60s than you will later in life In this episode Ari Taublieb CFP challenges conventional wisdom and introduces a more adaptive way to approach spending in retirement using dynamic guardrails and real withdrawal rate tracking. Ari breaks down why static withdrawal strategies can lead to oversaving unnecessary work years or worse: running out of money too soon. Through the lens of sustainable withdrawal rates"
YouTube Link 2025-06-06T22:44Z 78.7K followers, 14.5K engagements
"Should I Contribute To Roth 401k or Traditional (Pre-Tax) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In the video I walk you through a real-life example to help you decide whether to contribute to a Roth 401k or a Traditional (Pre-Tax) 401k. This is a common question that many people face when planning for retirement. I will show different scenarios considering income spending goals and"
YouTube Link 2024-09-04T16:04Z 78.8K followers, 65K engagements
"STOP š DELAYING RETIREMENT BECAUSE OF HEALTHCARE"
YouTube Link 2026-02-08T19:27Z 78.7K followers, [----] engagements
"When Can They Retire With $1M"
YouTube Link 2026-02-12T15:09Z 78.8K followers, [----] engagements
"Health Insurance For Early Retirement (All You Need to Know) FREE eBook: Navigating Health Insurance Before [--] - https://rootfinancialpartners.com/health-insurance Get Started with Move Health - movehealth.io Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Most of the time when people plan their early retirement they know they want to retire early but they have yet to learn about where the"
YouTube Link 2024-04-22T14:38Z 78.7K followers, 223.8K engagements
"When can this single person retire"
YouTube Link 2026-02-13T15:55Z 78.8K followers, [----] engagements
"I'm [--] with ALL PRE-TAX (401k IRA etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE) Roth conversions are confusing.but they don't have to be. See a sample case to find out how you should think about roth conversions. Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video We will discuss tax planning strategies for individuals with most of their retirement savings in pre-tax accounts like"
YouTube Link 2024-05-29T22:30Z 78.7K followers, 530.1K engagements
"After You Hear This You May NEVER Do Roth Conversions.FREE GUIDE"
YouTube Link 2026-02-11T19:24Z 78.7K followers, [----] engagements
"Can They Retire As Early As Age 43"
YouTube Link 2026-02-09T14:27Z 78.8K followers, [----] engagements
"Comment ME š if you want me to analyze YOUR Retirement timeline"
YouTube Link 2026-02-10T14:03Z 78.7K followers, [----] engagements
"Why $1.5M Is Enough To Retire If You Want To Spend Like This We hear it all the time: You need $2 to $3 million to retire. But that number doesnt reflect your life it reflects a headline. In this episode we walk through why your retirement plan should start with your spending needs not someone elses benchmark. Because what matters most isnt the size of your portfolioits how well it supports the life you actually want to live. Heres what we cover: - Why many retirees can live comfortably on $60K$75K/year from a well-built $1.5M portfolio - How flexible withdrawal strategies help your plan"
YouTube Link 2025-06-28T23:00Z 78.7K followers, 139.7K engagements
"This Is Exactly How Early Retirees Pay 0% Taxes On $120000+ Of Retirement Income Tax gain harvesting is one of the most overlooked strategies in retirement and financial independence planning but it can be incredibly powerful when used the right way. In this episode we walk through how tax gain harvesting works who its best suited for and how it can help reduce your long-term tax bill. Heres what we cover: - What tax gain harvesting is (and how its different from tax loss harvesting) - When it makes sense to intentionally realize gains - Why early retirees or people in low-income years may"
YouTube Link 2025-06-23T17:27Z 78.7K followers, 84.8K engagements
"Early Retiree Shares Truth About Retiring Early Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Time Stamp PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief Growth Officer of Root Financial"
YouTube Link 2025-10-07T15:01Z 78.7K followers, 1.4M engagements
"How To Retire [--] Years Earlier With A Superhero Account Retiring before age [--] creates three major challenges most people dont see coming: cash flow taxes and healthcare. This episode explains how one overlooked account what Ari calls the superhero account (a taxable brokerage account) can dramatically change how early retirement actually works. Ari walks through a side-by-side retirement case study of two people with the same $2 million net worth and the same goal: retiring at age [--] and spending $80000 per year. On paper they look identical. In reality their retirements couldnt be more"
YouTube Link 2026-02-10T20:42Z 78.8K followers, 12.9K engagements
"This Is When You Have Enough To STOP Saving For Retirement Most people think the safest path to retirement is to keep saving more no matter how close they are to the finish line. But what if there comes a point where saving actually matters less and investing well living well and spending with intention matter more In this end-of-year episode Ari shares why many near-retirees may need to rethink their instinct to just keep saving. He breaks down the surprising point where portfolio growth outweighs new contributions why being qualified-rich and cash-poor can limit your freedom and how"
YouTube Link 2026-01-01T00:00Z 78.7K followers, 37.2K engagements
"This Is The Only Withdrawal Strategy That Applies To An Early Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy This video will go over the best ways to withdraw money in retirement to ensure you never run out. I emphasize a dynamic approach using a real-life example of using Roth conversions to maximize retirement savings and examining the limitations of the 4% rule. I will also"
YouTube Link 2024-07-11T18:09Z 78.7K followers, 264.1K engagements
"I Have $10M+. How Can I Optimize $10M+ net worth and want to optimize https://vwo3759x8i7.typeform.com/earlyretirement $1M - $2M and want to retire early https://youtu.be/I8cfChMFxcw (Case Study) Case Study Details: Harold & Casey Sample are [--] and [--] respectively and seeking retirement guidance after recently inheriting $4M (lucky sperm and egg club). No children. No desire to leave significant assets upon their passing. They had diligently saved but their initial plan was to work until [--] aiming for a 100% probability of success. They are now on track to retire early and spend more than"
YouTube Link 2023-11-22T16:54Z 78.7K followers, 68.6K engagements
"How Much Do You Need To Spend $10k/Month In Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy How much money do you need to retire early & comfortably spend $10000 monthly Most financial advisors say $3 million but what if that's wrong In this eye-opening video We'll debunk the myths about retirement savings. Learn the dynamic strategies proven frameworks and practical tips to help"
YouTube Link 2025-01-20T01:51Z 78.7K followers, 86.3K engagements
"Why Retirees With Under $2M Should Avoid Roth Conversions Roth conversions sound simple on the surface: move money pay tax now enjoy tax-free growth forever. That pitch feels hard to resist especially when friends coworkers or online tools shout that a conversion could add hundreds of thousands to a plan. But the truth is more complicated and for many retirees under $2 million in pre-tax money the real question isnt Should I convert but What am I giving up if I do This video shares a sample couple in their 50s who look a lot like many early retirees: solid savers most of their wealth sitting"
YouTube Link 2025-12-04T00:00Z 78.7K followers, 55.3K engagements
"Retire Early TODAY If You Answer "YES" to All [--] Questions Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Are you Ready to retire early In this video find out if you meet the essential criteria to retire early confidently by answering seven crucial questions. From income replacement to healthcare planning discover how to secure a stress-free retirement and avoid common regrets. These"
YouTube Link 2024-11-04T18:52Z 78.7K followers, 139.2K engagements
"INSTANT KARMA š¤Æš¤£"
YouTube Link 2026-02-11T16:19Z 78.8K followers, [----] engagements
"2026 NEW RETIREMENT NUMBERS RELEASED"
YouTube Link 2026-02-10T23:17Z 78.7K followers, [----] engagements
"How Much Do I Need To Spend $20k/Month In Retirement How much do you really need to spend $20000 a month in retirement In this episode Ari Taublieb CFP and host of the Early Retirement Podcast breaks down a real case study of a couple with nearly $6M in net worth and a $4M portfolio. Their question: is it enough to cover $20K a month after taxes and inflation Instead of relying on the 4% or 5% rule this video shows why withdrawal rates tell a clearer story. Youll see how healthcare costs long-term care and travel goals impact sustainability and how downsizing a home can instantly add millions"
YouTube Link 2025-09-02T17:56Z 78.7K followers, 40.8K engagements
"Stop Worrying About Healthcare Pre-65 - Early Retiree Reveals All Melody describes her retirement with one word: peaceful. Not the kind she chased while working the kind that finally arrived when she stopped. After [--] years in a high-pressure tech career Melody retired at [--] with a clear trade-off in mind: less money more time. She didnt walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasnt day after day. In this episode of Retirement Reality Melody shares how she intentionally built a life"
YouTube Link 2026-01-31T20:00Z 78.8K followers, 23K engagements
"We Have $2 Million Can We Retire Early At [--] Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Are you in your early 50s and have saved $2 million Find out how soon you can retire while fulfilling your lifestyle and travel goals In this video I'm sharing an analysis of a client's case study. We were looking for the best way to retire early in the 50s with a $2 million portfolio. We explored key"
YouTube Link 2024-05-07T22:30Z 78.7K followers, 73.7K engagements
"Can They Retire In One Year (Or Earlier) With THIS MUCH"
YouTube Link 2026-02-08T19:04Z 78.8K followers, [----] engagements
"What No One Tells You About Retiring With A Paid-Off Home A lot of retirement advice treats the mortgage like a math problem. This perspective treats it like a life decision. Ari explores why the choice to retire with or without a mortgage often has less to do with interest rates and more to do with how people experience risk once paychecks stop. While the math may favor keeping a low-interest loan and investing the difference many retirees discover that fixed payments feel very different when markets are volatile and income is no longer guaranteed. The discussion reframes the mortgage"
YouTube Link 2026-02-12T23:24Z 78.8K followers, 16.8K engagements
"šØ Stop Worrying About Healthcare - Do This Instead"
YouTube Link 2026-02-11T19:18Z 78.8K followers, [----] engagements
"Social Security Breakeven Math EXPLAINED In [--] Minutes When should you take Social Security62 full retirement age or [--] This decision shapes taxes lifestyle portfolio withdrawals and even the income your spouse may rely on for decades. In this video Ari breaks down the math behind the most common claiming ages so you can finally understand the real tradeoffs without guesswork. Early filing provides more checks up front but locks in a smaller monthly benefit for lifean important factor if a spouse depends on your income. Delaying increases the payment but only becomes advantageous once certain"
YouTube Link 2025-11-20T19:00Z 78.1K followers, [----] engagements
"Once I Show Retirees This Retirement Withdrawals Become Easy Most retirees worry far more about how to take money out of their accounts than they do about the size of their accounts and that fear is real. Nobody wants to feel like the market controls whether they can take a trip remodel their home or simply enjoy a nice dinner out. Real confidence comes from understanding what you can adjust not from hoping the market behaves perfectly. This video centers on a couple in their late 50s who earn a high income today and want to retire around [--]. On paper their plan looks strong: meaningful"
YouTube Link 2025-12-05T00:00Z 78.3K followers, [----] engagements
"POV: What Retirees Actually Want In Retirement"
YouTube Link 2026-01-24T05:17Z 78.2K followers, [----] engagements
"3 Shocking Examples That Will Make You Retire Early (Math vs. Emotion) The math might say one thing. Life often asks for something else. Ari explores the uncomfortable space where optimal financial decisions collide with how people actually live feel and sleep at night. Through real retirement examples he shows why choices that look perfect on paper delaying retirement stretching out a mortgage optimizing Social Security dont always lead to better outcomes in real life. This isnt about ignoring math. Its about recognizing its limits. Lower expenses can reduce risk. Peace of mind can change"
YouTube Link 2026-01-08T20:38Z 78.4K followers, [----] engagements
"How Kyle Busch Got Scammed (The Truth Revealed) Two-time NASCAR champion Kyle Busch lost more than $8.6 million in what was pitched as a safe tax-efficient retirement strategy. This episode breaks down how it happened and why the same financial traps are putting everyday retirees at risk. Using details from Kyle and Samantha Buschs lawsuit Ari walks through how complex financial products can be sold as sophisticated solutions while hiding costs risks and assumptions that most investors never fully see. What sounded like guaranteed income and downside protection ultimately became a devastating"
YouTube Link 2026-01-20T18:43Z 78.6K followers, [----] engagements
"I Would Rather Figure Retirement Out Than Continue My Job Retirement Reality Kate retired at [--] not because everything was perfectly figured out but because the pull toward freedom finally outweighed the comfort of routine. After more than two decades in a demanding public service career Kate realized it wasnt the work she was tired of. it was the monotony. The same weeks. The same pressure. The feeling that life kept shrinking into Monday-through-Friday obligations. When the balance tipped just enough in favor of freedom she trusted it and stepped away. In this episode of Retirement Reality"
YouTube Link 2026-01-24T18:30Z 78.3K followers, 17.1K engagements
"How Much Can We Spend With $3 Million In Retirement (REAL Case Study) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Is $3 million enough to retire early For most yes. But - what is the most you can spend Whats the least How much money do you really want at the end of your life Join us for this detailed case study of a couple in their 50s who explore dynamic spending tax optimization and"
YouTube Link 2024-11-27T21:40Z 78.4K followers, 123.8K engagements
"Can They Retire With $800K"
YouTube Link 2026-01-24T15:02Z 78.2K followers, [----] engagements
"10k/month enough to retire"
YouTube Link 2024-12-20T15:27Z 78.4K followers, [----] engagements
"How Much Can You Spend with $3 Million in Retirement (Case Study) Want access to the planning software and more (fill out this survey to be notified when it releases on June 1st) https://vwo3759x8i7.typeform.com/to/wzU91qCt Wondering how much you can spend when you retire When you can retire with confidence. What if you sell and move to a new property. What if you pay off your mortgage early. See today's case study for all the answers. Leave your comment if you want a case study on your situation next Ari Taublieb CFP MBA is the Vice President of Root Financial Partners (Fiduciary) and host"
YouTube Link 2024-01-06T14:51Z 78.1K followers, 49.3K engagements
"How Much Do You Need To Spend $6k/month in Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Deciding how much you need to retire early can be tough but this case study will help you decide. The video discusses a real-life case study to demonstrate the necessary portfolio management to support your retirement dreams. It discusses the common concerns and misconceptions many face when"
YouTube Link 2024-04-24T22:30Z 78.3K followers, 27.8K engagements
"Can they retire at 50"
YouTube Link 2026-01-29T14:35Z 78.4K followers, [----] engagements
"How Much Do Engineers Make"
YouTube Link 2023-01-13T00:26Z 78.1K followers, 84.3K engagements
"Can They Retire Before [--] With $1.5M + Pension"
YouTube Link 2026-01-27T14:33Z 78.2K followers, [----] engagements
"Once I Show Retirees This Healthcare Pre-65 Is No Longer A Fear Retiring before [--] doesnt have to be a healthcare nightmare. A lot of people delay retirementnot because they love their job but because theyre terrified of what health insurance might cost in those gap years before Medicare. In this video Ari clears the fog and shows you exactly how early retirees can manage healthcare without blowing up their plan. He explains the one number that drives everything: your modified adjusted gross income (MAGI). You can have $5 million or $10 million invested and still qualify for meaningful"
YouTube Link 2025-11-30T16:29Z 78.2K followers, 16.9K engagements
"Why $4M Is Enough To Retire If You Want To Spend Like This $4 million sounds like a lot. but what does it really buy in retirement In this video Ari breaks down a real client case study to show how $4M can fully support a lifestyle of travel generosity and freedom if the spending and income strategy are aligned. Youll see exactly how much a $4M portfolio can generate safely what a realistic retirement budget looks like and how to structure withdrawals without running out of money. The goal isnt to chase the biggest number its to match your money to the life you actually want. Whether your"
YouTube Link 2025-10-16T22:07Z 78.6K followers, 10.9K engagements
"Can She Retire Early With Healthcare Costs"
YouTube Link 2026-01-26T13:33Z 78.2K followers, [----] engagements
"No state income tax sounds great but its not the whole story. No state income tax sounds great but its not the whole story. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you"
YouTube Link 2025-12-22T15:01Z 78.3K followers, [----] engagements
"Retirement Isnt Your Goal. THIS IS"
YouTube Link 2026-01-25T01:23Z 78.4K followers, [----] engagements
"Stop Guessing: The Smart 401(k) Choice for High Tax Brackets When youre in a high tax bracket it feels wrong to give up the deduction. Why pay more now when you could defer it and deal with it later That logic makes sense until you look at the bigger picture. Most people build everything inside pre-tax accounts. They think theyre being efficient but what theyre really building is a future tax problem. The question isnt Roth or traditional. The question is how much flexibility you want in retirement. In this episode Ari Taublieb CFP walks through what it actually looks like when your entire"
YouTube Link 2025-11-06T15:04Z 78.3K followers, 18.5K engagements
"I'm [--] With Both Rental Properties and Investments. When Can I Retire A common myth is that early retirement requires $24 million but thats not true for everyone. This episode explores a real case study of a couple in their early 60s with $1.6 million saved a rental property and a desire to retire early. Instead of focusing on arbitrary retirement numbers learn to center on what truly matters: income needs spending goals and lifestyle choices. With the right strategy early retirement is possible even without a massive portfolio. The episode breaks down how factors like Social Security timing"
YouTube Link 2025-07-13T16:33Z 78.3K followers, [----] engagements
"Plan for reality not retirement myths Plan for reality not retirement myths . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari"
YouTube Link 2026-01-25T01:00Z 78.4K followers, [----] engagements
"I'm [--] with ALL PRE-TAX. When Should I Do Roth Conversions Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Are you [--] with all pre-tax assets and wondering how to handle Roth conversions alongside other income sources like pensions and Social Security In this video I will walk you through a real-life case study. Learn the essential strategies to optimize Roth conversions avoid tax bombs and"
YouTube Link 2024-11-02T00:06Z 78.3K followers, [----] engagements
"POV: Your Spouse Doesnt Want To Do Roth Conversions"
YouTube Link 2026-01-24T05:18Z 78.4K followers, [----] engagements
"Pay ZERO Capital Gains With This Strategy Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video I will share strategies for potentially paying zero capital gains taxes especially if you're planning to retire early. I discuss the importance of taking advantage of tax planning opportunities before [----] as potential changes in tax laws could affect your financial future. I'll walk you"
YouTube Link 2024-10-06T23:34Z 78.4K followers, 43.1K engagements
"Happiest Retirees Do THIS [--] Thing"
YouTube Link 2026-01-25T01:24Z 78.4K followers, [----] engagements
"How I Know When To Retire"
YouTube Link 2026-01-25T00:40Z 78.4K followers, 18.5K engagements
"Is it time to fire your financial advisor Is it time to fire your financial advisor . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video"
YouTube Link 2026-01-26T17:01Z 78.4K followers, [----] engagements
"I'm [--] With $2.2M. How Much Can I Spend In Retirement Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video I walk you through a real-life case study of a couple with $2.2 million saved and a big question: how much can they spend in retirement without running out of money As a Certified Financial Planner and host of the Early Retirement Podcast Ill show you how I evaluate their assets income"
YouTube Link 2025-03-04T18:39Z 78.3K followers, 21.3K engagements
"Once I Tell Retirees This They Stop Worrying About Retiring With A Mortgage Should you pay off your mortgage before retirementor invest the money instead A lot of people wrestle with this question and the answer isnt as simple as the internet makes it sound. In this video Ari breaks down a real scenario: a couple in their late 50s with $1.5M invested a $210000 mortgage at 5% and the desire to feel completely debt-free before retiring. Using their numbers he shows the true financial tradeoff between keeping the loan and investing versus wiping the balance clean for peace of mind. Youll see"
YouTube Link 2025-11-20T02:32Z 78.1K followers, 19.7K engagements
"I'm [--] with $4M. How Much Can I Spend In Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy In this video Ari Taublieb CFP presents a detailed case study of a couple who have saved over $4 million and are seeking to optimize their retirement strategy. I highlight the importance of stress testing various scenarios to ensure they don't run out of money. I encourage them to spend more in"
YouTube Link 2024-07-24T21:00Z 78.4K followers, 121.3K engagements
"How Much Can We Spend In Retirement With $4 Million (REAL Case Study) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy This couple has a net worth of $6 million but are they financially ready to retire early This in-depth case study analyzes their investments spending plans tax strategies and potential pitfalls. Find out how much they can safely withdraw whether they should sell their rental"
YouTube Link 2025-02-17T00:21Z 78.3K followers, 31.2K engagements
"Can I Retire at [--] with $1 Million in My 401K In this video we go over financial considerations for individuals approaching retirement with significant savings in their 401(k) specifically around $1 million. This video also highlights common concerns about the timing of retirement like fear of retiring too soon running out of money and risk of extended work life. Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here"
YouTube Link 2024-05-15T22:30Z 78.3K followers, 242.4K engagements
"$60K Portfolio + Social Security = Will My Money Outlive Me How much money do you actually need to retire early and comfortably take income from your portfolio without running out and without looking back wishing youd done it sooner In this video Ari walks through a real retirement case study that highlights one of the most common tensions people face: the fear of spending too much versus the regret of saving too long. Using a sample couple in their mid-50s with about $1.5 million in investable assets he shows how retirement really unfolds once paychecks stop and Social Security hasnt started"
YouTube Link 2025-12-29T16:35Z 78.3K followers, [----] engagements
"Can This Single Person (41) Retire Early"
YouTube Link 2026-02-03T14:57Z 78.8K followers, [----] engagements
"Once I Show Anyone Over Age [----] This They Want To Move Their 401(k) ASAP When you retire your 401(k) doesnt retire with you it needs a plan too. In this episode Ari Taublieb CFP explains why rolling your 401(k) into an IRA can be one of the most important steps you take after leaving work. Its not just about consolidating accounts its about unlocking flexibility lowering fees and opening up better investment and withdrawal options. Ari walks through real examples of how retirees simplify their investments manage taxes more effectively and take control of their income in retirement. Youll see"
YouTube Link 2025-10-28T13:42Z 78.7K followers, [----] engagements
"5 Reasons To Move Abroad (YESTERDAY)"
YouTube Link 2026-02-03T22:41Z 78.8K followers, [----] engagements
"You dont really have $1M in your 401k heres why You dont really have $1M in your 401k heres why . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a"
YouTube Link 2026-02-11T21:00Z 78.8K followers, [----] engagements
"Why Most Retirees Worry About RMDs For No Reason Most retirees worry about RMDs but the truth is simple: you only need to plan around them when they actually create excess taxable income. For many people RMDs never become a real issue once you understand how cash flows work in retirement. Ari Taublieb CFP walks through two quick examples showing when Roth conversions make senseand when they dont. If your Social Security and spending needs already require portfolio withdrawals RMDs often fade into the background. When RMDs finally matter is when they force out more income than you need pushing"
YouTube Link 2025-12-10T00:00Z 78.7K followers, [----] engagements
"Watch This If Youre [--] Years From Retirement"
YouTube Link 2026-02-08T19:01Z 78.8K followers, [----] engagements
"Describe Ari In ONE Word"
YouTube Link 2026-02-02T14:40Z 78.8K followers, [----] engagements
"Asset Allocation v. Asset Location"
YouTube Link 2024-03-26T05:51Z 78.7K followers, [----] engagements
"Would you keep working if you didnt have to Would you keep working if you didnt have to Follow for more Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the"
YouTube Link 2026-01-30T21:00Z 78.8K followers, [----] engagements
"Can They Retire At [--] And Afford Healthcare"
YouTube Link 2026-02-02T14:22Z 78.8K followers, [----] engagements
"How Much Will $1.7M Let Me Spend In Retirement If you have $1.7 million saved how much could that realistically support in retirement spending Its a common question with no one-size-fits-all answer. In this video Ari walks through a real case study to help you better understand how portfolio size taxes Social Security timing and withdrawal strategies can all influence your available income in retirement. We explore a hypothetical couples financial picture and look at how working a few extra years or adjusting travel plans can meaningfully shift the trajectory of their plan. Its not just about"
YouTube Link 2025-06-27T16:50Z 78.7K followers, 11K engagements
"Why people with $10M still worry about retirement š® Why people with $10M still worry about retirement š® . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see"
YouTube Link 2026-02-05T23:00Z 78.8K followers, [----] engagements
"Steal This Tool To Retire Early"
YouTube Link 2026-01-31T07:21Z 78.8K followers, [----] engagements
"Where will YOU retire Where will YOU retire . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief Growth"
YouTube Link 2026-02-10T15:00Z 78.8K followers, [----] engagements
"Can They Retire In [--] Years AND spend $10k/month"
YouTube Link 2026-02-07T15:17Z 78.8K followers, [----] engagements
"4 Lies You Tell Yourself About Retirement š¬ [--] Lies You Tell Yourself About Retirement š¬ . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future"
YouTube Link 2026-02-04T20:30Z 78.8K followers, [----] engagements
"Physician Shares Why Retirement Will Still Involve Work Troy is [--] years old an orthopedic surgeon and genuinely excited about what life beyond full-time work could look like. After decades of intense training long hours and the emotional weight that comes with practicing medicine hes beginning to step back not because he hates his career but because hes ready to make space for health relationships and life outside the operating room. In this episode Troy shares what its like to prepare for retirement when your identity purpose and fulfillment have been deeply tied to your work. We talk about"
YouTube Link 2026-02-02T19:09Z 78.8K followers, [----] engagements
"Why Retirees Move Abroad To This City And Never Look Back (Day In The Life Of A Retiree) Want to learn more about Casa Avra Start here https://www.casaavra.com Let me know in the comments if you want to retire abroad and why San Miguel de Allende is one of those places people talk about in superlatives: most beautiful best retirement city hidden gem. So the real question isnt whether its charming its whether it actually holds up once youre living there. This video is a real review of Casa Avra and San Miguel de Allende through conversations first impressions and everyday moments. Let me be"
YouTube Link 2026-02-03T21:54Z 78.8K followers, [----] engagements
"One in five Americans over [--] are still working. One in five Americans over [--] are still working. Comment RETIRE for the free guide to make sure you dont miss a thing before you retire. Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video"
YouTube Link 2026-02-09T00:00Z 78.8K followers, [----] engagements
"Ranking the best (and worst) ages to claim Social Security āš» Ranking the best (and worst) ages to claim Social Security āš» . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you"
YouTube Link 2026-01-31T20:30Z 78.8K followers, [----] engagements
"Can You Retire At [--] With $400K"
YouTube Link 2026-02-11T03:52Z 78.8K followers, [----] engagements
"I Have $750k. How Much Can I Spend Monthly When I Retire Some headlines want you a little nervous. $2M to retire or maybe $5M. That fear grabs attention but it rarely fits your real life. Your plan should match your life not your neighbors. Thats the whole point. Todays story follows a couple in their late 50s with about $750 invested. The question on their mind is simple: whats possible and when Heres their starting point. Most of the balance sits in pre tax accounts with smaller buckets in Roth and HSA. The mix matters for taxes and cash flow later. The first fork in the road is spending."
YouTube Link 2025-11-04T14:58Z 78.7K followers, [----] engagements
"Would You Retire Abroad"
YouTube Link 2026-02-03T22:17Z 78.8K followers, [----] engagements
"Can They Retire TODAY With Less Than $2M"
YouTube Link 2026-02-01T16:13Z 78.8K followers, [----] engagements
"This one mistake could cost you your entire retirement. This one mistake could cost you your entire retirement. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see"
YouTube Link 2026-02-07T20:00Z 78.8K followers, [----] engagements
"THIS dictates when you can retire FINALLY"
YouTube Link 2026-01-17T02:00Z 78.7K followers, [----] engagements
"Asking Financial Advisors What They Would and Would Never Do With Money"
YouTube Link 2026-01-29T23:54Z 78.7K followers, [----] engagements
"Everyone thinks they just need a little more to retire. Everyone thinks they just need a little more to retire. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see"
YouTube Link 2026-02-03T22:00Z 78.8K followers, [---] engagements
"How many did YOU get right How many did YOU get right . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the"
YouTube Link 2026-02-06T17:01Z 78.8K followers, [----] engagements
"401k vs Roth vs. 401k vs Roth vs. . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief Growth Officer of"
YouTube Link 2026-02-11T00:00Z 78.8K followers, [----] engagements
"Do They Have Enough To Retire In [--] Years"
YouTube Link 2026-01-31T14:55Z 78.8K followers, [----] engagements
""If I Had A Superhero Account I Wouldn't Have To Work Right Now" Tom is [--] years old still working in high-pressure tech sales and deeply ready for a life that isnt dictated by back-to-back meetings late-night calls and what he calls pretend time off. Even on vacation work has a way of pulling him back in and that constant tension is whats pushing him to rethink how and when he steps away. In this episode of Road to Retirement Tom shares what its like to prepare for retirement while still living inside a demanding calendar. We talk about reclaiming time transitioning from work identity to"
YouTube Link 2026-02-08T18:00Z 78.8K followers, [----] engagements
"Is $1M enough to retire Is $1M enough to retire . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA is the Chief"
YouTube Link 2026-01-29T21:30Z 78.7K followers, [----] engagements
"This Is Why You Do NOT Need $2M To Retire How much money is enough to finally feel comfortable If you ask the average American the answer is about $2.2 million. If you ask millionaires the number jumps to $7.5 million. And across multiple studies one pattern keeps showing up: people tend to believe they need roughly double what they have today to feel secure. Ari explores why this happens and why the feeling of enough often stays just out of reach even for people who have saved and invested far more than they ever imagined. Through real data personal stories and conversations he has daily"
YouTube Link 2026-02-06T00:01Z 78.8K followers, [----] engagements
"Once Retirees See This They Stop Roth Conversions"
YouTube Link 2026-02-04T05:48Z 78.8K followers, [----] engagements
"3 Simple Tips To Retire Before Age [--] Most people who retire before age [--] dont earn dramatically more money. They simply play a different game. This framework breaks down three overlooked levers that can make early retirement realistic even without extreme income or risky strategies. Hack #1: Control Your Taxable Income Not Your Net Worth Net worth alone doesnt determine when you can retire. What actually matters is how much taxable income you need to generate to support your lifestyle. Ari explains why someone with a lower net worth but better tax control can retire earlier than someone"
YouTube Link 2026-01-30T00:01Z 78.8K followers, [----] engagements
"Does this sound like you at all Does this sound like you at all . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video Ari Taublieb CFP MBA"
YouTube Link 2026-02-03T01:00Z 78.8K followers, [----] engagements
"Why Risk Tolerance Doesn't Matter (Use THIS Instead) Most retirement advice starts with a familiar question: Whats your risk tolerance In this episode Ari explains why that question often misses the point especially once someone is near or already in retirement. Drawing from a real client conversation early in his career Ari shows how quickly risk tolerance shifts when markets move emotions change and income is no longer coming from a paycheck. What looks like a clear answer in a calm market can completely fall apart when volatility shows up and thats where traditional questionnaires stop"
YouTube Link 2025-12-22T15:20Z 78.7K followers, [----] engagements
"Heres what nobody tells you about healthcare before [--] Heres what nobody tells you about healthcare before [--] š . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see"
YouTube Link 2026-02-01T19:30Z 78.8K followers, [----] engagements
"Can They (38/40) Retire At 55"
YouTube Link 2026-02-05T16:43Z 78.8K followers, [----] engagements
"10 Questions You Must Ask Before Hiring a Financial Advisor Working with a financial advisor is a big decision and you want to ensure they check all the boxes for what you are looking for. Video referenced about our process https://www.youtube.com/watchv=bNAbDLXyai4&t=12s *Sorry about the audio issue during this video Ari Taublieb CFP MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Timestamps: 00:00 - Introduction 00:35 -"
YouTube Link 2024-01-31T18:53Z 78.7K followers, 10.2K engagements
"Heres How A Retiree Spends $10K/Month Safely in Retirement Retirement Reality Bob didnt retire because he was tired of work he retired because life kept reminding him that time isnt guaranteed. In this conversation with Ari Taublieb CFP Bob shares how personal loss perspective shifts and years of disciplined saving made early retirement feel less like a risk and more like the only choice that honored the life he wanted. He opens up about the emotional side of leaving a long career the moment he realized he didnt want to push the goalpost back anymore and the confidence he found once the"
YouTube Link 2025-12-06T16:59Z 78.7K followers, 10.2K engagements
"Is $1.5M Enough To Retire Today"
YouTube Link 2026-02-08T18:59Z 78.8K followers, [----] engagements
"This Is Your Financial Advisors Job"
YouTube Link 2022-11-18T17:19Z 78.7K followers, 28.6K engagements
"How Much Do You Need to Spend $25K/Month in Early Retirement (Proven Strategy) Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Can you sustain an early retirement lifestyle with $25000 a month In this video I'll explain how much you need to enjoy early retirement with $25K/month sustainably. Learn why a dynamic withdrawal strategy is crucial and discover how to optimize taxes investments and"
YouTube Link 2024-11-17T18:53Z 78.7K followers, 40.6K engagements
"This is exactly how much you need to retire on $8K/month š° This is exactly how much you need to retire on $8K/month š° . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like"
YouTube Link 2026-02-10T00:00Z 78.8K followers, [----] engagements
"What if you could retire in [----] but still work [--] days a week What if you could retire in [----] but still work [--] days a week . . Follow so you can retire early and in peace Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you"
YouTube Link 2026-02-12T16:30Z 78.8K followers, [----] engagements
"How Much Do I Need To Spend $15k/month Spending $15000 per month in retirement doesnt necessarily require $3.5 million in savings especially if you approach your spending with flexibility and intention. Traditional rules of thumb often miss how retirement spending actually works: people tend to spend more in the early years while theyre healthy and active then less in the slower seasons of life. This video walks through a real-life scenario to show how dynamic spending can open doors to earlier retirement and more intentional living. A rigid monthly budget isnt always the best planning"
YouTube Link 2025-07-28T23:00Z 78.7K followers, 16.1K engagements
"5 Tips To Pick The Perfect Asset Allocation In Retirement Asset allocation plays a bigger role in retirement than most people realizeand getting it right can be the difference between coasting into retirement with confidence or constantly second-guessing your plan. This video walks through five essential tips for choosing the right asset allocation based on your spending goals income needs and timeline. Learn why it's not just about getting more conservative with age but about aligning your investments with the life you want to live. Whether you're planning extensive travel considering"
YouTube Link 2025-08-03T18:17Z 78.7K followers, 10.7K engagements
"I'm Single [--] And Have $2M (401k). Can I Retire Early Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy If you're single [--] and have $2 million saved in your 401(k) is that enough to retire early This real-life case study analyzes Bridget's financial situation exploring key factors like the Rule of [--] Roth conversions withdrawal rates and long-term care planning. Her concern All assets are nearly"
YouTube Link 2025-02-12T23:15Z 78.7K followers, 61.4K engagements
"This Is What A Real $5M Portfolio Looks Like In Retirement Case Study Want access to the planning software and more (fill out this survey to be notified when it releases on June 1st) https://vwo3759x8i7.typeform.com/to/wzU91qCt Enough is different for everyone. Email received below: šØ Thank you for your YT videos. Giving me more confidence yet still haven't pulled the trigger on an early retirement. Health worries me and I know it's time to get serious but hard to do after 40+ years of working. Would appreciate any guidance on my situation you're willing to give. I'd prefer my wife to be"
YouTube Link 2024-01-24T14:06Z 78.7K followers, 105.5K engagements
"Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY Retirement Reality Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early Hope you enjoy the insights shared Want to be a guest on THIS show and help others by sharing your story Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ Interested in a custom strategy to retire early https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy Time Stamp 00:00 -"
YouTube Link 2025-09-27T15:44Z 78.7K followers, 35.4K engagements
"How To Select Your Asset Allocation For An Early Retirement Interested in a custom strategy to retire early https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here: https://ari-taublieb.mykajabi.com/early-retirement-academy In the video I will discuss the importance of personalized asset allocation and asset location for early retirement planning. A one-size-fits-all approach doesn't work as individual financial situations vary greatly; while some may comfortably allocate 100% to equities others might"
YouTube Link 2024-06-05T14:03Z 78.7K followers, 28.8K engagements
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