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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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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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show series
 
Send us a text Why listen to our interview with Adam Goldman: Adam has been in the franchising space for 14 years and he's an expert at matching potential investors with the right franchise brand. His service is free In 7 years he has made 140 matches with 280 territories. and more see below 👇👇 [00:00-02:30] Introduction [02:31-08:10] How to copy t…
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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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Send us a text Support the show Out-of-state real estate questions? Talk to us Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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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Send us a text Support the show Out-of-state real estate questions? Talk to us Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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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Send us a text Support the show Out-of-state real estate questions? Talk to us Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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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Send us a text Support the show Out-of-state real estate questions? Talk to us Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! 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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Send us a text Why listen to our interview with Brandon Elliot: From being off track finding himself on house arrest and burning 40% of his body to getting on track and reaching $8.5 million in Assets, Brandon Elliot is acknowledged as part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling his businesses usi…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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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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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Why listen to our interview with Orianna Nunez: a seasoned Real Estate Investor with 9 years of experience in the industry. With a track record of selling over 10 million dollars in real estate, Orianna has achieved Top Producer Million Dollar Club Diamond Status from Orlando Regional REALTOR. Currently serving as a Senior Account Ex…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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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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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Real estate can be a wonderful investment, but don't let your net worth trick you. Many clients want to downsize and then determine they love their home and don't want to move. Understand the role of your home in relation to your overall financial strategy. In this episode, I tell the real story of my parents and other clients who wish they viewed …
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Why listen to our interview with Dan Deppen: He is the owner of Fusion Notes, a company that makes mortgage note investing accessible to individual investors while helping lower-income Americans keep their homes. With a background that spans cross-functional team leadership, product roadmaps, etc., Dan brings a unique perspective to …
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done 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 Ar…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Why listen to our interview with Will Basta: With over a decade of experience driving growth and innovation in the digital space, Will has proven to be a significant asset for multiple startups and has invested in numerous companies. His expertise in strategy, marketing, and operations has played a crucial role in his business endeav…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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What if you could choose to work not because you have to, but because you genuinely want to? I want to ensure you don't work longer than necessary, without working too long! 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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Send us a text Read it instead? Navigating the Emotional Terrain of Money Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favo…
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Send us a text Read it instead? Navigating the Emotional Terrain of Money Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favo…
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Send us a text Why listen to our interview with Kris Morin: He is a former Fortune 200 Strategy Executive and Accenture consultant, embarked on a transformative journey from corporate burnout to financial freedom. As the Co-Founder and Head of Investor Relations at Three Peaks Capital, Kris now leverages his expertise to help professionals nationwi…
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Send us a text Read it instead? Navigating the Emotional Terrain of Money Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favo…
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Send us a text Read it instead? Navigating the Emotional Terrain of Money Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favo…
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Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you. This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early R…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Why listen to our interview with Jonathan Blau: He is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financia…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way. I discuss all the strategies involved in estate planning: charitable giving, donor-advised fun…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Why listen to our interview with Amanda Sharratt: [00:00-07:24] Introduction [07:25-16:22] What debt or expenses to focus on paying first [16:23-23:05] What is the best financial plan for you [23:06-27:40] This is what isn’t taught in school [27:41-28:15] Answer your questions about the best financial plan for you [28:16-31:56] Entre…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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Send us a text Start taking action right NOW! GRAB OUR EBOOK we give our mentoring clients - for a limited time only! Hesitant to make the first step toward real estate investing? Plan how to reach your time-freedom point faster and Feel free to talk to him :) Download episodes to your favorite platforms at idealinvestorshow.com Connect with us thr…
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There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know). The truth is those don't rules apply to you if you want to optimize an early retirement. You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc. I walk you throu…
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