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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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Welcome to the IDEAL Investor Show. This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they dis ...
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Early Retirement

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Life after college graduation is never easy, especially when you're broke. As I go through my journey, I'm bringing some of the dopest creatives in the New York City with me. Join us as we drop knowledge on how to barely survive...and if this all goes according to plan, we'll all be set for Early Retirement.
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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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After much research, this is what I found... Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…
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In this episode, Kaitlyn Laney discusses the nuanced approach to retirement planning and investment strategies. She emphasizes the importance of understanding one’s investments, the potential pitfalls of relying solely on 401ks, and more. Kaitlyn is a Certified Financial Planner based in Greater Scottsdale, Arizona. She specializes in asset allocat…
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Think about it - what investments is supported by the government that let's you write-off taxes? Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to …
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Learn how to leverage other people's money for your investments - enjoy Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like…
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Jim Manning founded 5 successful real estate companies. With 16 Years Of Proven Real Estate Service. Done over 3,500+ deals puts his team in the top 1% of all residential real estate companies on national level. It's a great joy to interview one of the most sought after expert in the real estate industry - enjoy! [00:00-05:32] Why Real Estate? [05:…
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In this episode, let's deep dive on 2 ways that will get you to invest confidently despite inflation. Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d lov…
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This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to…
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Sharing with you 9 WAYS Real Estate Investors use to invest TAX FREE and you can add to your strategy. Connect with Axel at https://bit.ly/connectwithAxel Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinve…
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We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally. • Discussing…
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This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration. • Discussing the importance of und…
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Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore the fears surrounding financial security, the mental impacts of excessive frugality, and the regret people feel for not experiencing life fully as they transition into retirement. • Understanding fears…
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Life can feel chaotic, but happiness expert, Matt O'Neill, will show you how happiness is a skill we can learn and master. Matt teaches us that happiness is a choice, even when life gets tough. His teaching isn't just theory, it's tested in the real world too. Matt has 4 young children and runs two successful businesses with over 80 employees. He h…
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This episode I will show you practical ways to do 1031 exchange Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded …
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Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations. • Evaluating how much money you truly need for retirement • Contem…
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2X to 10X Your Residential real estate investment in 2025 with... Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minde…
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2025 will be the year of smart investors, like you! How? - Enjoy the first episode of 2025! Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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Happy Holidays to our listeners! A simple thank you message to you lovely folks. Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a communit…
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Invest in Duplex, Triplex, or Rourplex? Should you convert your SFH to a multi-family home for better profits? Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social!…
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Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…
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Michael Tanner has been an oil & gas professional with time spent both in engineering and corporate finance. He has experience including A&D, M&A, corporate strategy, risk research/analysis, hedging/budgeting along with experience leading IT teams. Currently VP of Finance @ Trevino Resources Jump to these discussions about: [00:00-05:02] Why the Oi…
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Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…
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Dr. Jennifer Salisbury is a former US Navy Nuclear Propulsion Engineer. Her Doctorate is in Education because her passion is teaching. Through My Life As A Landlord, she has a personal mission to create communities by teaching about housing each day. Listen to the tips below: [00:00-03:10] Intro [03:11-04:40] 42 Troubles in Business [04:41-07:16] T…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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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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John Bailey is the Founder OneFund Investments, a firm dedicated to increasing access to top-tier Private Equity and Venture Capital funds. Axel and John deep-dived into the perks of Private Equity and Venture Cap and how you can invest in top-tier markets that the top 1% have access to - enjoy! Listen on how to... [00:00-08:25] Be a wise private i…
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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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Luis A. Belmonte has been in the real estate game for over 57 years! As a principal at Seven Hills Properties, he specializes in retail, multifamily, and industrial developments across California, Oregon, and Nevada. Throughout his career, Luis has gained invaluable insights from his experiences, including mistakes and successes, which he shares du…
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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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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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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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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Krista Reuther writes data-driven, actionable material to help landlords and renters alike. She makes difficult topics accessible, and as a guest, she answered questions with actionable steps - enjoy, [00:00-05:09] From writing to being a real estate investor [05:10-06:46] Different strategy, same goal [06:47-09:38] Out-of-state solution [09:39-18:…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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Tax Strategies Before Year-End -> Consider These 8! Text us your thoughts on the show! 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 specializ…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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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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Adam Schroederis a content producer for Rent to Retirement and podcast host. Throughout his career, he has held the title of a local news reporter, podcast host, and producer for nationally syndicated companies such as NPR and MPR. Listen to more of his advice to new investors - enjoy [00:00-03:23] Introduction [03:24-08:51] The reality of real est…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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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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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
  continue reading
 
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 Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retire…
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He flips but not in the traditional sense. He used a very unconventional method to create financial freedom through buying and selling businesses online - enjoy! Prefer YouTube? Click here Why listen to our interview with Matt Raad: He and his wife Liz are website investors, which means they use digital assets to generate cashflow and build wealth.…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!…
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