9 Unsexy Money Lessons Retirees Wish They Knew Earlier
The mistake most people make heading into retirement is not saving too little. It is saving too much, in the wrong places, and then spending...
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Early Retirement
I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feels like there's so much to consider and you just want to make sure you're...
Episodes
20 of 350 episodes7 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...
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 Ame...
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 relocat...
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...
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 pla...
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...
Here’s How Smart Retirees Pay For Healthcare Before Medicare (Age 65) | Early Retirement Hotline
Healthcare is one of the biggest fears keeping people from retiring early. But for many future retirees, the actual cost is not the problem....
"Should I Go Retire Early And Live Abroad?" | Early Retirement Hotline
Retiring abroad sounds cheaper on paper. The real question is whether it creates the life you actually want. In this episode, Ari responds t...
I Have No Kids. Can I Retire In My 50s? | Early Retirement Hotline
Retirement planning often sounds like a math problem. But sometimes the most important question is not whether you can retire. It is what ki...
Why Don't We Feel We Can Retire With Numbers That Look Good? | Early Retirement Hotline
Retiring early is one thing. Trusting that you can stay retired is something completely different. In this episode, Ari responds to a listen...
The Shocking Reality Of What A $5M Retirement Looks Like In 2026 | Early Retirement Hotline
Five million dollars sounds like more than enough to retire. The real question is whether it supports the life you actually want to live. In...
Can I Retire At 52? | Early Retirement Hotline
Sometimes retirement planning is not about optimization. It is about rebuilding. In this episode, Ari Taublieb, CFP®, responds to a voicemai...
Should I Do Roth Conversions With A Pension? | Early Retirement Hotline
Most people think tax strategy is the starting point. It’s not. It’s the final layer that sits on top of a life you actually want to live. I...
Can I Retire At 55 With $1M+? | Early Retirement Hotline
Having over a million saved does not automatically mean you can retire early. Where your money sits matters just as much as how much you hav...
Can I Retire At 55 And Spend $10K/month? Early Retirement Hotline
Wanting to retire in five years is a good goal. Knowing if you actually can is a different question. In this episode, Ari walks through a re...
This 59-Year-Old Might Retire..Or Make a Huge Mistake | Early Retirement Hotline
Six million dollars sounds like enough to retire. But that number alone does not answer the question. In this episode, Ari responds to a rea...
Working at 44… But Wondering If Retirement Is Closer Than He Thinks | Road to Retirement
At 44, Dominic isn’t rushing retirement, he’s designing his life toward it with intention. With a career in nonprofit fundraising, a young f...
Special Honeymoon Episode & Early Retirement Workshop Announcement
Reserve Your Spot: https://grow.rootfinancial.com/early-retirement-workshop-friday-october-9th (use code OPTIMIZE2026) Create Your Custom Ea...
Business Owner Near Retirement Reveals Difficulty Of Knowing How Much Is Enough | Road to Retirement
For so many people in their 50s and early 60s, the road to retirement doesn’t start with a perfect plan, it starts with fatigue. That’s wher...