Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Ta
The episode sheds light on the importance of personalized retirement planning, especially for those
This episode explores essential strategies for effective retirement withdrawals, emphasizing the imp
The episode explores the intersection of financial decisions and emotional well-being through person
In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advis
Root Financial is redefining what it means to serve clients by putting team culture front and center
Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re l
Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes underst
This episode emphasizes the critical difference between tax planning and tax preparation, illustrati
Navigating the complexities of retirement wealth requires a balance between prudent saving and inten
This episode explores the myths surrounding diversification and the importance of understanding vari
We delve into the intricate hiring process at Root Financial, exploring how we select advisors to en
Exploring seven essential steps to prepare for early retirement empowers listeners to approach their
Understanding how much money you really need for retirement is essential. This episode reveals that
Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement
When is the right time to make work optional? What are the real costs of retiring too early or too l
Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of yo
This episode should decrease your worries - using statistics (not opinions).Join me as we tackle com
Forced out of one path, we took a leap into the unknown that birthed Root, a financial services comp
Could the key to a happy retirement be more than just financial security? Discover the often-overloo
