Achieve Financial Freedom with the Early Retirement Academy – Your Personalized Path to An Early Retirement.

Optimize what you're working so hard for.

  Whether you're on the brink of an early retirement or planning for it one day , this course is designed to help you achieve your goals.

 

Enroll Now

Early Retirement Academy

$299

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

  • Access to the 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

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.
  • Reduce taxes so you keep more of your hard-earned savings.
  • WHEN you can live the retirement lifestyle life you’ve always dreamed of.

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

  • How to navigate all aspects of planning with the same checklists and flowcharts I use with my clients.

What do people say about it?

What emails do you receive once you sign up? TWO:

I'm Ari.

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.

Stress Test. 

You will only truly have confidence when you understand your assumptions and plan conservatively. I'm a naturally conservative planner and I want you to have the ability to play with these tools on your own (with my guidance in the videos..)!

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I'll show you how to retire early and not run the risk of running out. 

You'll receive a comprehensive view of viewing your finances.

 

 Don't pay more taxes than necessary. 

Tax planning was the original reason I started the podcast. 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.

 

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.

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Don't just take my word for it...

Mark Shifflett

We chose Root for their holistic and comprehensive approach and could not be happier. The value they added was easy to see. After implementing the plan recommended by Ari with the help of the Root team, much better place to be on track for retirement. We have peace of mind knowing we are in good hands. Very responsive and great client service. Highly recommend.

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Dan Pokett

Being a new member of Root Financial has been both exciting and so far beneficial to us. Ari is very attentive too our needs and doesn't pressure you to be ultra knowledgeable to understand what is happening i am confident with our future being in their hands with our ultimate control.

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Bo king

The detailed guidance & personal attention from Ari has proven invaluable. Root Financial has laid the foundations of a partnership which has given me the courage to pursue my dreams. I highly recommend Root Financial. Thanks Ari!!!

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Rhonda Cassell

My wife and I began watching James’ and Ari’s early retirement videos about a year ago and contacted Root in November ‘22. Right from the start we found Ari to be professional, responsive, friendly and not strictly bottom line financially driven. Mainly due to the work Ari put in to forecast and validate our overall plan, I retired in May ‘23 (about 2 yrs earlier than I thought was possible) with good confidence that our standard of living was secure. It has not been a full year yet but up until this point we are very happy with Ari and Root. service. Highly recommend.

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Alex Loret de Mola

I had a good talk with Ari, and he opened my eyes to the "guardrails approach" to retirement withdrawals: I can already see that this is going to change my perspective about when I can retire, and I am grateful for his insights and his personable way of interacting. I also find that we have similar perspectives on the importance of work/life balance and the value of personal time to do what you love.

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Derek Tinkey

We have been working primarily with Ari, Hannah, and Janee. James has checked in as well and is very thoughtful and desires to make sure everything is going great. From the beginning, Ari has been very kind and informative. I especially like that he makes sure to include my wife and that he has considered input from both of us. He has a great personality and is always fast to respond to any of our questions. We compared five different financial planning companies and Root stood out well above the others for us. You need a financial planner that you can trust and is a good fit for your goals and beliefs. For us, Root is a great fit and we look forward to many happy years in retirement with them.

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Rick Schatz

Before working with Root Financial we had previously worked with two different advisors over the past 15 years. I would say we were happy with our returns with those advisors but never felt they had a comprehensive plan to help us be successful achieving our dream life. We talked money with them but not how we would use that money to live our fullest and most joyful lives with a sense of financial safety and security. We are new clients with Root Financial but I want to commend James and Ari on the company culture they have developed. We felt cared for and heard through our entire interview and on boarding process. We work with JT and Chelsea and they have been fantastic. I love the in depth Zoom meetings we have with them where we talk not only about our investments but also about our purpose in retirement. With Root Financial we feel more confident and excited about retirement than ever before.
 

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Jeff G

Finding a good financial advisor shouldn't be that hard...but it is! We were introduced to Root Financial Partners through the "Ready for Retirement" and "Early Retirement" podcasts. It quickly became clear that we did not know as much as we thought we did and that we were no longer confident in our current financial plan. All aspects of our financial picture, current and future, are being thoughtfully addressed. We had been looking for this type of comprehensive service for a long time. Any concerns we had about working with an advisor remotely have been unsubstantiated. It has been a breeze! Ari and his team are knowledgeable, friendly, and responsive. We feel lucky to be working with them.
  

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Jonathan Hayes

I’ve been working with Ari for approximately three months now, and I’m feeling really good about my financial situation. He has streamlined my various retirement accounts, consolidated accounts from different financial institutions, clarified how I should be saving and investing and set me on a really solid course going forward. Best of all, he practices complete transparency, is always available to answer questions, and explains everything very clearly. He takes time to make sure that I understand what he’s saying, and his explanation always really clear – you can tell he is practised at clarifying sometimes complex investment or tax issues to beginners. I’ve recommended him very highly to friends already.
 

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Debora Wilhelm 

Ari Taublieb has done an excellent job for me in retirement and tax planning for a successful retirement. As part of Root Financial, he provides full service financial planning, in my case for retirement and passing down an inheritance, and has provided me with peace of mind in my investment portfolio, with the knowledge that by following Ari's and James's recommendations, it is likely to grow significantly throughout my retirement and over the long term. I feel like I am in excellent hands with Root Financial, and I appreciate Ari's great responsiveness whenever I have questions or need to make changes to the plan. I like that they are open to planning conservatively in terms of potential investment returns. I highly recommend working with Root Financial.
 

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Susan Cooper

The primary reason we chose to go with Root was due to their expertise in tax planning. We have worked very hard to accumulate our investment balance and cannot express how happy we are with the services we've received. We previously were with the fancy big-name firms and felt like small fish in a BIG pond. Now, my husband and I feel we're getting the service we've been looking 30 years for. Only thing I wish we did was find them sooner.
 
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Karen

Ari is everything you could want in a financial advisor. He's extremely knowledgeable, and takes the time to answer all your questions no matter how simplistic. He is prompt with his communication, and cares about his clients by going above and beyond!
 
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Rachel Daof

Root Financial Partners is amazing. I sought financial help because I want to set myself up well for my financial future. Because they specialize in early retirement planning, going to them was a perfect match. They have made automating my finances so easy, and talking to their team for adjustments are done promptly and with ease. Further, they are knowledgeable, friendly, and professional. I would recommend them to anyone.
 
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Jamie Buck

Ari has been amazing to work with from the first phone call. He has helped plan and execute a thoughtful approach to our early retirement.
 
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Mayumi Sugiura

What made Root Financial stand out from other firms was its philosophy of maximizing your life, comprehensive financial planning and customized approach. I have been working with Ari for a few months and very happy so far. He is very knowledgeable, quick to answer questions, and good at explaining things in a way that's easy to understand. He doesn't push investments that you are not comfortable with. He is exactly what you see in his YouTube videos!
 

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 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. Well, took me a while..

 Holistic view. 

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Retirement Analysis  

Understand all the important aspects of your finances. 

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Optimal Social Security Strategy 

Don't leave tens of thousands of dollars on the table unnecessarily.

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Retirement Analysis  

Understand your probability of success to retire with confidence.

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Estate Planning   

Create an estate strategy that ensures you don't pay more than you need to.

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Financial Goals

Understand the tradeoffs involved in your financial life to optimize what you've worked so hard for.

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 How much would you pay if you knew you didn't have 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.

Enroll Now

Early Retirement Academy

$299

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

  • Access to the 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

 There's a LOT in here! 

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.

Watch a Sample Lesson

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

 

Enroll Now

Early Retirement Academy

$299

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

  • Access to the 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

You Made It This Far. Still Have Questions?

About Ari (that's me! 👋)

I love 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?

This is designed to answer all of those questions for you, in-depth.

© 2024 Ari Taublieb, All Rights Reserved.