Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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 ...
Insights from recent episode analysis
On the show
- Shawn2 eps
- Mark2 eps
- Jennifer1 ep
Also: Doug, Sue, Darren, Lissa, Louis, Bob, Natalie, Hana, Jim, Treg, Herb, Robert, Dominic, Jatin, listener
Audience Interest
Podcast Focus
Publishing Consistency
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Based on 1 signal.
Built from
By chart position
- 🇺🇸United States · InvestingHOME#9717K to 93K
- 🇯🇵Japan · Investing#100413 to 2.2K
- 🇮🇸Iceland · Investing#10017 to 87
- Per-Episode Audience
Est. listeners per new episode within ~30 days
18K to 95K🎙 ~2x weekly·342 episodes·Last published 3d ago - Monthly Reach
Unique listeners across all episodes (30 days)
36K to 190K🇺🇸98%🇯🇵2% - Active Followers
Loyal subscribers who consistently listen
20K to 104K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/19/26 | 7 Brutally Honest Truths Retirees Wish They Knew Sooner | Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/c4f8d0 The most common regret Ari hears from retirees is not that they ran out of money. It is that they waited too long to start enjoying it. This video covers seven lessons drawn from client conversations, and most of them point to the same underlying problem: people build investment plans but not spending plans. Knowing how much you have is different from knowing how much you can... | 11m 20s | ||||||
| 10/12/26 | Average 401(k) Balance By Age In 2026 — Are You On Track To Retire? | Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/e6f2e4 Vanguard's 2026 How America Saves report covers data from over five million retirement plan participants, and the numbers reveal something more useful than whether you are ahead or behind: they show what actually drives retirement outcomes. Ari walks through the key findings and what they mean for people trying to retire early. The average 401k balances by age are lower than ... | 9m 06s | ||||||
| 10/5/26 | 4 Best States To Retire In For Tax Purposes (2026 Updated) | Ready for a custom strategy to retire early (yes, it's free)? Start here ⬇️ → https://learn.rootfinancial.com/a60c21 Most retirement relocation conversations start and end with Florida, Arizona, or Texas. The states that actually deserve more attention tend to get skipped over because they are less obvious, not because they are less compelling. In this video, Ari covers four states that rarely appear at the top of retirement destination lists, each worth knowing about for different reasons ... | 7m 37s | ||||||
| 9/28/26 | 5 Tax-Friendly Retirement States Nobody Told You About | Ready to retire early? Start here ⬇️ → https://learn.rootfinancial.com/64e423 The tax difference between retiring in California and retiring in a state with no income tax can add up to a significant amount over a long retirement. For some people, that gap is large enough to change when they can stop working. For others, it is real money that still does not outweigh what they would be giving up. In this video, Ari walks through five tax-friendly states worth knowing about, alongside the rese... | 6m 10s | ||||||
| 9/21/26 | Why Smart Retirees Don't Delay Collecting Their Pension | Early Retirement Hotline | Sometimes the math is the easy part. In this episode, Ari responds to a voicemail from a listener who, on paper, looks like a retirement planning success story. Strong income, a meaningful pension, a well-funded portfolio, and a clear sense of how much they want to spend. The numbers point in the right direction before anyone has done the math. But the more interesting questions are never the obvious ones. Ari starts where he always does, not with the account balance, but with the spending... | 21m 56s | ||||||
| 9/14/26 | Once You Have Saved This Much For Retirement, Start Spending | Early Retirement Hotline | Sometimes the question is not whether you can retire. It is whether you are willing to be honest about what retiring early can look like. In this episode, Ari responds to a voicemail from a couple with a target retirement date, a month picked out, and a plan that looks solid on the surface. Two homes, multiple account types, a pension on the horizon, and a spending goal that seems reasonable. But the more interesting question is not whether the math works. It is whether the life they are bui... | 11m 30s | ||||||
| 9/7/26 | healthcareearly retirement+3 | listener | — | — | healthcare costsearly retirement+3 | — | 12m 27s | ||
| 8/31/26 | early retirementliving abroad+3 | — | — | ThailandUnited States | retirementThailand+3 | — | 13m 51s | ||
| 8/24/26 | retirement planningfinancial independence+3 | — | — | United States | retirementfinancial freedom+3 | — | 22m 03s | ||
| 8/17/26 | early retirementfinancial planning+3 | — | — | — | early retirementfinancial freedom+3 | — | 9m 51s | ||
| 8/10/26 | retirement planningfinancial independence+3 | — | — | 2026 | retirementfinancial freedom+4 | — | 14m 35s | ||
| 8/3/26 | retirement planningfinancial independence+3 | — | — | — | retirementfinancial planning+3 | — | 16m 26s | ||
| 7/27/26 | Roth conversionspension+3 | — | Social Security | — | Roth conversionspension+5 | — | 18m 00s | ||
| 7/20/26 | early retirementfinancial planning+3 | — | — | — | retirementfinancial freedom+3 | — | 15m 04s | ||
| 7/13/26 | early retirementfinancial planning+3 | — | — | — | retirement at 55spending $10K/month+3 | — | 14m 18s | ||
| 7/6/26 | retirement planningfinancial independence+3 | — | — | — | retirementfinancial freedom+4 | — | 13m 44s | ||
| 6/29/26 | retirement planningfinancial independence+3 | Dominic | — | — | retirementfinancial freedom+3 | — | 48m 50s | ||
| 6/25/26 | early retirementfinancial planning+3 | — | Early Retirement AcademyRoot Financial Partners | — | early retirementfinancial strategy+3 | — | 21m 16s | ||
| 6/22/26 | retirement planningbusiness ownership+3 | Shawn | — | — | retirementbusiness owner+3 | — | 45m 21s | ||
| 6/15/26 | retirementhealth scare+3 | Jatin | — | — | retirementhealth scare+3 | — | 43m 11s | ||
| 6/8/26 | retirementfinancial freedom+3 | Robert | Marriott | Montanatelecom+1 | retirementfinancial freedom+5 | — | 48m 05s | ||
| 6/1/26 | retirement planningwork-life balance+3 | Hana | — | — | retirementpart-time work+3 | — | 39m 55s | ||
| 5/25/26 | retirementfinancial planning+3 | Jim | — | — | retirementfinancial freedom+3 | — | 40m 23s | ||
| 5/18/26 | retirementpurpose+3 | Treg | — | — | retirementcareer+3 | — | 50m 26s | ||
| 5/11/26 | retirementhealth+3 | Herb | — | — | retirementobesity+5 | — | 58m 13s | ||
| 5/4/26 | psychological factorsfinancial independence+3 | MarkNatalie | — | — | early retirementfinancial independence+3 | — | 41m 04s | ||
| 4/27/26 | early retirementsingle mom+3 | Jennifer | — | — | early retirementsingle mom+3 | — | 43m 34s | ||
| 4/20/26 | retirementhealth scare+3 | Shawn | — | — | retirementhealth scare+3 | — | 41m 46s | ||
| 4/13/26 | retirementpersonal finance+3 | Mark | — | — | retirementfinancial freedom+3 | — | 1h 05m 45s | ||
| 4/6/26 | retirementfinancial freedom+3 | Doug | — | — | retirementfinancial freedom+3 | — | 36m 50s | ||
| 3/30/26 | early retirementfinding purpose+3 | Sue | Root Financial Partners, LLC | — | early retirementpurpose in retirement+3 | — | 38m 29s | ||
| 3/25/26 | retirement planningfinancial clarity+3 | — | — | — | retirementfinancial freedom+3 | — | 12m 42s | ||
| 3/23/26 | early retirementstress relief+4 | Darren | — | — | early retirementIT production support+4 | — | 48m 41s | ||
| 3/16/26 | early retirementpersonal freedom+3 | Lissa | — | — | early retirementpersonal finance+3 | — | 46m 17s | ||
| 3/9/26 | retirementcareer transition+3 | Louis | — | — | retirement regretsmid-year layoff+3 | — | 43m 07s | ||
| 3/2/26 | retirementfinancial planning+3 | Bob | — | — | retirement spendingfinancial freedom+3 | — | 41m 02s | ||
Showing 36 of 342
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Chart history for Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Peaked at #97 in United States, currently #97 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #97 | #97 | — |
| IS | — | #100 | #100 | — |
| Japan | — | #100 | #100 | — |
Chart Positions
3 placements across 3 markets.
Chart Positions
3 placements across 3 markets.