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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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On Apartment Investing For Early Retirement, we sit down with accomplished investors, leaders, and industry experts in the world of multifamily real estate. We discuss how to capitalize on the vast opportunity that apartment investing presents to build wealth and help you achieve your financial goals.
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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Tiingo Investing : "Create a Better Investment and Retirement Portfolio" is a series dedicated toward teaching basic and advanced topics, like what is a stock, mutual fund, etf, or bond all the way to portfolio construction and hedge fund strategies. It is a lesson plan dedicated toward making professional level tools and concepts accesible to everybody - including the beginning investor and professional trader. If you are just beginning to learn how to invest with a retirement portfolio or ...
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Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…
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Lear More About AVAIL at https://Avail.co/renttoretirement Lear More About Connect Invest at https://connectinvest.com/rtr 🚀 Welcome to the Rent To Retirement Podcast! 🚀 In this episode, hosts Adam Schroeder and Zach Lemaster are joined by Adam Whitney, CEO of Seven Figure Flipping. Adam shares his incredible journey from active-duty military to ru…
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This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…
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Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…
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Learn More about RealSource Residential: https://realsourceresidential.com/rtr Learn More about Connect Invest: https://connectinvest.com/rtr Join Adam Schroeder and Zach Lemaster as they welcome real estate investor Henry Washington to the Rent to Retirement Podcast. In this episode, Henry shares his inspiring journey from a financial panic attack…
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Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…
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Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…
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🏠💼Learn more about Nevada Corporate Headquarters at https://nchinc.com/rtr 🎙️ Welcome to another insightful episode of the Rent To Retirement Podcast! In this episode, hosts Adam Schroeder and Zach Lemaster sit down with Adam Kintigh, an executive corporate analyst at Nevada Corporate Headquarters, to dive deep into real estate asset protection, LL…
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👉 Try Avail: http://avail.co/renttoretirement 🎙️ Welcome to the Rent To Retirement Podcast! 🎙️ Hosts Adam Schroeder and Zach Lemaster are joined by special guest Matt Eatherton, Head of Avail, to discuss the game-changing tools available for landlords to simplify property management, maximize efficiency, and increase ROI. Learn how technology can r…
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Tax Strategies Before Year-End -> Consider These 8! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early…
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Episode 457: The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers. Since the pandemic, the situation has only gotten worse. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…
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Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…
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💼 Visit https://NCHINC.com/RTR to schedule a FREE Asset Protection and Tax Consultation—plus receive a FREE guide to safeguarding your assets! 🏡 Book your complimentary strategy session with Tardus Wealth Strategies by visiting https://renttoretirement.com/tarduswealth and discover how to optimize your real estate investments! 🌟 In This Episode 🌟 J…
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➡️ Explore RealSource Residential offerings at https://realsourceresidential.com/rtr 📈 Welcome to the Rent to Retirement Podcast! Join hosts Adam Schroeder and Zach Lemaster as they chat with Mike Madsen, VP of Acquisitions and Economics at RealSource Residential. Discover insider strategies for successful multifamily investment, the benefits of ec…
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Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …
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It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP…
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What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…
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✅ To get started on your path to save thousands in taxes this year, schedule a free consultation with our team Book A Call Here🔑 Welcome back to the Rent To Retirement Podcast! Hosts Adam Schroeder and Zach Lemaster are joined by Amanda and Matt Keystone from Keystone CPA. In this power-packed episode, they cover advanced tax strategies to help rea…
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New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email ari@rootfinancialpartners.com "Waitlist" Option 3 - Work With Us Here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…
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Episode 456: I think that McDonalds HomeDepot & Costco are good companies but overpriced stocks. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————توسط John Pugliano
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✅Learn more about AVAIL: https://Avail.co/renttoretirement✅Learn more about Release: https://tryrelease.com/multifamily-banking 🚀 In this exciting episode of Rent To Retirement, hosts Adam Schroeder and Zach Lemaster dive deep into the journey of Dennis Dougherty, a military retiree who transitioned into real estate investing. Learn how Dennis went…
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Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener commen…
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Welcome back to the Rent To Retirement Podcast! Today, hosts Adam Schroeder and Zach Lemaster sit down with Tanisha Souza, co-founder and CEO of Tardus Wealth Strategies. Tanisha reveals the powerful concept of the Income Snowball—a system designed to help you achieve financial freedom faster with less risk! Learn her top tips for leveraging cash f…
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What-if scenarios allow you to retire early with confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients ret…
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🎙️ Welcome back to the Rent To Retirement Podcast! Join hosts Adam Schroeder and Zach Lemaster as they sit down with Jonathan Greene, a lifelong real estate investor and host of the popular podcast Zen and the Art of Real Estate Investing. Jonathan shares how growing up in a real estate-focused family shaped his mindset on property investing and ho…
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Episode 455: After the November circus is over, the reality of long term trends will continue to drive the stock market…most likely higher. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————توسط John Pugliano
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How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindle…
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In this exciting episode of the Rent To Retirement podcast, host Adam Schroeder sits down with Dr. Axel Meierhoefer, CEO of Ideal Wealth Grower, to discuss the ins and outs of real estate investing, asset protection, and building a lasting portfolio. Axel shares his personal journey, from his first real estate deal to complex 1031 exchanges, offeri…
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There are many reasons to work with an advisor and I want to ensure you are getting value for it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne…
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Welcome back to another episode of the Rent To Retirement Podcast! 🎙️ In this episode, host Adam Schroeder sits down with Mallory Meehan, a professor at Penn State, real estate attorney, and active investor, to discuss building wealth through real estate. 🏘️ They dive into her journey from watching her mother manage properties to growing her own po…
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Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a pr…
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Welcome back to another exciting episode of the Rent To Retirement Podcast! 🎙️ Today, Adam Schroeder sits down with Jack Bosch, co-founder of the Land Profit Generator and an expert in turning raw land into a profitable investment. Learn how Jack and his wife transformed a simple tax lien investment into a highly profitable business model and the s…
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You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary…
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🌟 Welcome back to the Rent To Retirement Podcast! 🌟In this episode, host Adam Schroeder sits down with two extraordinary clients, Gil & Ashley, to discuss their inspiring real estate journey. From attending open houses out of curiosity to creating life-changing wealth, they share their ups and downs, lessons learned, and how they made $120K in pure…
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Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exp…
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200 EPISODES! SPECIAL FRIDAY EPISODE History of the podcast Vision moving forward How to get the most value from your money Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a …
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Join host Adam Schroeder as he sits down with Brian Davis, co-founder of Spark Rental, to explore his journey from struggling landlord to successful passive real estate investor. Brian shares valuable insights on overcoming common real estate pitfalls, understanding market dynamics, and building a diversified investment portfolio. Don't miss this e…
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I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?" Two very different questions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirem…
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Connect Invest! https://www.connectinvest.com/rtr/register Join Adam Schroeder and Zach Lemaster in this exciting episode of the Rent To Retirement Podcast as they chat with Todd Parriott, the owner of Connect Invest! Discover how you can start investing in real estate with just $500 and enjoy higher returns on short-term rental notes. If you've be…
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Hiring an advisor should be based on the experience you are looking for. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping…
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Episode 453: The media just discovered we’re in a manufacturing recession. Should you be worried? Well, manufacturing has been contracting for two years, so it’s not a new problem. It’s just a new media narrative. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…
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Welcome back to the Rent To Retirement Podcast! 🌟 In this episode, your hosts Adam Schroeder and Zach Lemaster dive deep into the top 4 real estate markets that you need to consider for your next investment. These markets have been carefully selected based on their strong economic fundamentals, population growth, and incredible cash flow potential.…
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Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement. In this episode, you'll learn how to determine your own …
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In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster dive deep into the current state of the real estate market and why now might be the perfect time to invest in new construction properties. With new home construction at its lowest levels since May 2020 and builders offering unprecedented incentives, this is a …
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Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess. Understand the role of when conversions make sense and when they don't. That's what this episode is all about. Begin optimizing what you've worked so hard for and implement conversions when appl…
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Episode 451: Two weeks ago, the VIX volatility index spiked above 65; today everything is honky dory (: Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————توسط John Pugliano
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In this episode of the Rent To Retirement Podcast, host Adam Schroeder sits down with Dale Wills, the founder of Centra Companies, to explore his journey from financial ruin to real estate success. Dale shares invaluable insights on navigating challenging markets, the importance of understanding financials, and how to seize opportunities in the rea…
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