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Optimize your financial strategy with The Early Retirement Academy.

Understand when work is truly optional.

 
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I'm Ari, host of the Early Retirement Podcast.

I'm here to guide you on your journey to early retirement and financial freedom.

I joke that I'm the MEANEST early retirement planner because I do NOT want you to retire too early and run the risk of running out.

I also do not want you working unnecessarily if you have the means to spend more time doing what's most important to you.

So, my one question for you - how much is truly enough?

I’m a CERTIFIED FINANCIAL PLANNER™, Host of The Early Retirement Podcast, & Vice president at Root Financial, a financial planning firm that helps clients plan for retirement and get the most out of life with their money.

I grew up around undisciplined wealth.

My parents were great at making money, but I learned that making money is very different from having a financial strategy. 

I did not understand why, but there was always stress in the household, no matter how much money they were making.

My parents had multiple financial advisors throughout their lives because they had been burned by bad experiences. 

They didn't trust their advisor, hidden fees were charged, and they had an overall lack of confidence in their financial plan. 

I've spoken with thousands of people who were great at making money, but lacked a financial plan and, therefore, worked longer than they would have liked, spent less than they desired, and did not get the most life out of their dollars.

There wasn’t a clear way for people who want to retire early to understand what it takes to actually retire early and never have to worry about expenses.

But not anymore! 

With this academy, you can retire early without running the risk of running out of money or leaving money on the table unnecessarily.

This academy will allow you to securely plan your early retirement, which will be tailored to your specific spending needs and investment strategy.

This course is specifically designed for those who want to retire early and retire with the confidence that they’ll never run out of money in their retirement.

What do people say about this academy who have gone through it?

Enroll Now

Early Retirement Academy

$299

Time to optimize. One-time cost. No subscriptions.

  • Access to the same software you see me use in my YouTube videos and that I use for my multi-million dollar clients
  • Specific videos and professional tips with specific examples on how to use the software properly for an early retirement
  • Referrals to the resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement and know when work is truly optional
  • The ability to stress test so you have complete confidence (what if I live longer? what if Social Security is reduced? what if taxes increase? what if, what if, what if...)
Enroll Now

 What would you do differently if you knew you NEVER HAD TO WORK again? 

 

Most of you are here because you've done a good job saving and investing, but you don't know how much is enough.

You'll only feel you have enough when you truly understand how to optimize income for 40+ years. 

This Academy gives you the peace of mind to retire early with confidence as you'll know when you're in a strong position to do so.

Track in live time where you are in relation to your goals with the same software I use for clients (YES, that's right)!

Inside this program, you will get access to our software that will allow you to...

Run your own "what-if" scenarios.

 

A Retirement Analysis

Understand your probability of success to retire early with confidence (when would work become OPTIONAL?) 

Tax Planning

When you retire early, you have opportunities to maximize what you've worked so hard for. See below how you can run your own projections to add millions to your retirement, tax-free.

 
 

Life Insurance

Bulletproof your Retirement Strategy

A Retirement Analysis

Understand your probability of success to retire early with confidence (when would work become OPTIONAL?) 

 

Tax Planning

When you retire early, you have opportunities to maximize what you've worked so hard for. See below how you can run your own projections to add millions to your retirement, tax-free.

 

Life Insurance

Bulletproof your Retirement Strategy

 

Understand all the important aspects of your finances...

Withdraw Strategies, Optimal Social Security Strategy, and Estate Planning

 

I've helped hundreds of clients with the same strategies I'm showing in this Academy

I'll also show you how to RETIRE EARLY and not run the risk of running out. 

Watch me work with clients ➡️

 

Retiring early isn't easy.

If it was, everyone would do it!

Understand there's more than being financially ready.

Video Poster Image

Watch me work with clients ⤵️

 

Retiring early isn't easy.

If it was, everyone would do it!

Understand there's more than being financially ready.

Video Poster Image

Inside the Early Retirement Academy you will learn:

 

✔️ How to OPTIMIZE what you've worked so hard for through strategic comprehensive planning.

✔️ When you can retire comfortably with LIFETIME INCOME.

✔️ INVEST SMARTER to protect your portfolio and grow your future income.

✔️ How to NAVIGATE ALL ASPECTS OF PLANNING with the same checklists and flowcharts I use with my clients.

✔️ TRACK YOUR GOALS in live time with the same software I use for clients (YES, that's right)!

✔️ REDUCE TAXES so you keep more of your hard-earned savings.

✔️ When you can live the RETIREMENT LIFESTYLE life you’ve always dreamed of.

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 There's A LOT inside the Early Retirement Academy

Take a look ⬇️

Who is this course for?

 

If you enjoy running your own projections and don't feel you need an advisor quite yet, this is a great option.

It's designed for those that like managing their money, but want a guide who to help optimize what you've worked so hard for.

If you don't have millions (but will one day) and want to understand how to optimize how much to save, when you can retire, how to minimize taxes, etc. - this is for you!

Hear from an early retiree 

Here's a taste of how you should feel after you enroll ➡️

 

Watch a lesson from inside this course

 

Here's a taste of what the lessons inside the course are like ⤵️

 

About Ari (that's me! 👋)

I love it when clients know they don't need to work longer (most don't stop - they just work on their own terms).

 

An early retirement is only intimidating because the thought of income for 40+ years is scary.

What if markets go down?

What if tax brackets go up?

What if I don't know how much I really want to spend?

What about the extra healthcare costs?

What about where I should be saving?

The Early Retirement Academy is designed to answer all of those questions for you, in-depth.

You Made It This Far. Still Have Questions?

Enroll Now

Early Retirement Academy

$299

Time to optimize. One-time cost. No subscriptions.

  • Access to the same software you see me use in my YouTube videos and that I use for my multi-million dollar clients
  • Specific videos and professional tips with specific examples on how to use the software properly for an early retirement
  • Referrals to the resources and flowcharts to help you navigate all aspects of retirement planning (healthcare, tax, withdrawal, etc.) 
  • My favorite tools and calculators to optimize your retirement and know when work is truly optional
  • The ability to stress test so you have complete confidence (what if I live longer? what if Social Security is reduced? what if taxes increase? what if, what if, what if...)
Enroll Now

In case you didn't know... 

I've been making videos for a while.

I've been the Host of the Early Retirement Podcast for 3+ years, but it didn't start that way.

We all start somewhere - I quickly realized Early Retirement was better than FitFinance.

It took me a while...

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