The Early Retirement Academy is intended for educational purposes only and does not provide individualized investment, tax, or legal advice. You should consult with your own professional advisors for guidance tailored to your personal circumstances. Any examples, strategies, or scenario models used in the Academy are hypothetical and rely on assumptions such as investment returns, inflation, tax laws, life expectancy, and healthcare costs. These assumptions may change, and actual results will differ.
No guarantee is made that you will achieve any particular retirement age, income level, savings balance, or tax outcome, and all results depend on your inputs, decisions, market performance, and future changes in laws and regulations. Participant statements appearing on this site are from individuals who have enrolled in the Academy and are not advisory clients. Some participants received complimentary or discounted access in exchange for sharing their experiences, which creates a potential conflict of interest. These statements are voluntary and reflect individual experiences only; they do not guarantee similar results.
Ari Taublieb, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Adviser Representative of Root Financial Partners, LLC, an SEC Registered Investment Adviser (CRD #290289). A copy of our Form ADV, describing services, fees, and conflicts of interest, is available upon request. Course access is lifetime, while software access is included for the first year and subject to an annual $30 renewal fee thereafter. If you do not renew, you will retain access to training content but software features may be limited or unavailable. If Root Financial Partners or Ari Taublieb receives compensation or other benefits from third-party vendors, tools, or services referenced in the Academy, that will be disclosed; otherwise, no material conflicts of interest exist.
Any financial or personal data you provide will be stored securely and handled in accordance with our Privacy Policy, and third-party software vendors may have their own data practices that you should review separately. All investments carry risk, including the possible loss of principal, and past performance is not indicative of future results.