... a holistic lifestyle to build & preserve wealth
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
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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Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Rent To Retirement
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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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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Retirement, Life and Investment show starring Denis O’Brien, President of O’Brien Retirement Investment Group and of www.obrienretire.com
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Tiingo Investing: How to Create a Better Investment and Retirement Portfolio
Rishi Singh, Tiingo.com
Tiingo Investing : "Create a Better Investment and Retirement Portfolio" is a series dedicated toward teaching basic and advanced topics, like what is a stock, mutual fund, etf, or bond all the way to portfolio construction and hedge fund strategies. It is a lesson plan dedicated toward making professional level tools and concepts accesible to everybody - including the beginning investor and professional trader. If you are just beginning to learn how to invest with a retirement portfolio or ...
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Finance 101: Your Guide to Investing, Financial Planning, Insurance, College Saving, Financial Independence, and Retirement
Brent Dunn
Financial Planning, Retirement Planning, Budgeting, Insurance, Early Retirement. Everything that they should have taught you in school about finance.
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Land Flipping, Tax Lien Success & Building Forever Cash 💸 With Jack Bosch
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Welcome back to another exciting episode of the Rent To Retirement Podcast! 🎙️ Today, Adam Schroeder sits down with Jack Bosch, co-founder of the Land Profit Generator and an expert in turning raw land into a profitable investment. Learn how Jack and his wife transformed a simple tax lien investment into a highly profitable business model and the s…
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You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come. 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…
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Manufacturing Recession…2 years and counting 240908
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Episode 453: The media just discovered we’re in a manufacturing recession. Should you be worried? Well, manufacturing has been contracting for two years, so it’s not a new problem. It’s just a new media narrative. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…
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Turning Dreams Into Reality: How Gil & Ashley Built Wealth Through Real Estate in Just 18 Months!
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🌟 Welcome back to the Rent To Retirement Podcast! 🌟In this episode, host Adam Schroeder sits down with two extraordinary clients, Gil & Ashley, to discuss their inspiring real estate journey. From attending open houses out of curiosity to creating life-changing wealth, they share their ups and downs, lessons learned, and how they made $120K in pure…
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Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exp…
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Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show!
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200 EPISODES! SPECIAL FRIDAY EPISODE History of the podcast Vision moving forward How to get the most value from your money 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 …
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Navigating Real Estate Investment: Brian Davis on Building Wealth Passively
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Join host Adam Schroeder as he sits down with Brian Davis, co-founder of Spark Rental, to explore his journey from struggling landlord to successful passive real estate investor. Brian shares valuable insights on overcoming common real estate pitfalls, understanding market dynamics, and building a diversified investment portfolio. Don't miss this e…
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Don't Do Any Roth Conversions Before You Ask Yourself THIS
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I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?" Two very different questions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirem…
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Maximize Your Returns with Short-Term Real Estate Notes: Connect Invest Explained!
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Connect Invest! https://www.connectinvest.com/rtr/register Join Adam Schroeder and Zach Lemaster in this exciting episode of the Rent To Retirement Podcast as they chat with Todd Parriott, the owner of Connect Invest! Discover how you can start investing in real estate with just $500 and enjoy higher returns on short-term rental notes. If you've be…
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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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The 4 hottest REI markets you haven't heard about, but MUST know about to maximize profits!
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Welcome back to the Rent To Retirement Podcast! 🌟 In this episode, your hosts Adam Schroeder and Zach Lemaster dive deep into the top 4 real estate markets that you need to consider for your next investment. These markets have been carefully selected based on their strong economic fundamentals, population growth, and incredible cash flow potential.…
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The Complete Guide To Optimizing Healthcare Costs Before 65
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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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Episode 452: US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————John Pugliano による
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Don't Miss Buying Opportunities Because of Fear, Invest for Fundamentals!
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In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster dive deep into the current state of the real estate market and why now might be the perfect time to invest in new construction properties. With new home construction at its lowest levels since May 2020 and builders offering unprecedented incentives, this is a …
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The Complete Guide To Implementing Roth Conversions: Tax Strategy
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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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Episode 451: Two weeks ago, the VIX volatility index spiked above 65; today everything is honky dory (: Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————John Pugliano による
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Secrets to Building Wealth in Any Market with Dale Wills 🏘️
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In this episode of the Rent To Retirement Podcast, host Adam Schroeder sits down with Dale Wills, the founder of Centra Companies, to explore his journey from financial ruin to real estate success. Dale shares invaluable insights on navigating challenging markets, the importance of understanding financials, and how to seize opportunities in the rea…
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Here's How To View Real Estate As Part Of Your Retirement Strategy
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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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Maximizing Cash Flow & Building Wealth in Real Estate with Tony Lopes - Dirty Boots Capital
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In this exciting episode, Adam Schroeder sits down with Tony Lopes, the CEO of Dirty Boots Capital, to explore the ins and outs of the real estate market. From managing your first deal to scaling up to large multifamily investments, Tony shares his wealth of knowledge and experience in creating cash flow and building wealth. Whether you're just sta…
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7 Surprising Regrets From My Clients Who Retired Early
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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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Continuous Investing Leads to Continuous Success in Real Estate Investing with Jose Berlanga
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📈 Introduction:Join host Adam Schroeder as he welcomes Jose Berlanga, CEO of Houstonian Capital and author of The Business of Homebuilding. In this episode, Jose shares his journey in real estate, from his first deal to becoming a successful homebuilder. Learn valuable insights and strategies to build your real estate portfolio! 🏡 ⏰ Timestamps: 00:…
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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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Episode 450: What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge. This is evergreen content, listen to it more than once. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…
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[REPLAY] How To Pay Off Your Mortgage In 5-10 Years
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This is a replay from my other podcast Alternative Wealth. In this episode, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but les…
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Maximize Your Real Estate Tax Benefits with Cost Segregation! 💰🏠
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Join host Adam Schroeder in this insightful episode of the Rent To Retirement Podcast as they dive deep into the world of tax benefits for real estate investors. This episode features Joe Viery, founder of the US Tax Advisor Group, who shares expert knowledge on cost segregation and how it can save you thousands on your taxes. 🔍 Key Points & Highli…
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5 Easy Ways To Know If You Should Do Roth Conversions
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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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David Olds' Journey from Boston to Nationwide Leader in Creative Financing
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Join hosts Adam Schroeder and Zach Lemaster as they sit down with David Olds, the CEO of ez REI closings, to discuss his inspiring real estate journey. From humble beginnings in Boston to becoming a nationwide leader in creative financing, David shares his wealth of knowledge and experience. Discover the strategies that propelled him to success and…
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How Do We Build Multi-Generational Wealth? [Estate Planning]
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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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[REPLAY] Navigating Financial Planning for Expats with Adam Fayed
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This is a replay from my other podcast Alternative Wealth. In This episode, financial planner Adam Fay discusses tax efficiency, offshoring, and the global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minim…
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From Healthcare to Real Estate Success: RTR Academy member Sarah's Turnkey Journey! 🏡🚀
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Welcome back to another exciting episode of the Rent To Retirement Podcast! 🎉 Today, Adam Schroeder and Zach Lemaster are joined by Sarah, a healthcare professional who ventured into real estate investing. Discover how she balanced a busy career and family life to build a profitable turnkey rental portfolio. 🔑 Key Points: 00:00 - Introduction to Sa…
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3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement
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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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Simple Way To Increase Your Social Security Benefit (As A High Income Earner)
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In this episode of Retirement Simplified, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in to learn how IRMAA surcharges impact M…
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Real Estate Success: Ryan Chaw’s Proven Strategies for Doubling Your Rental Income!
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Welcome to another exciting episode of the Rent To Retirement Podcast! Hosts Adam Schroeder and Zach Lemaster are joined by Ryan Chaw, a former pharmacist turned real estate investor. Ryan shares his incredible journey and provides valuable insights into the world of student housing and co-living strategies. Key Points & Highlights: 00:30 - Ryan Ch…
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I didn't like financial advisors growing up - so why did I become one? Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy…
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Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman
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On this episode of Retirement Simplified, host Ryan Kolden discusses the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives his mission to empower…
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Episode 449: Celebrating a decade of the Wealthsteading Podcast- earnSAVEinvest – that’s a cryptic message that BROKE people don’t understand! Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ——————————————————John Pugliano による
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Best Deals Ever! Get Paid to Buy Property, Immediate 10% Equity, Rates As Low as 4%
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📈🏡 Exclusive Real Estate Offers: Up to 10% Discounts, Zero Down, & Cash Back Deals!Welcome back, Rent to Retires! In this special episode, hosts Adam Schroeder and Zach Lemaster unveil the most incredible deals we've ever offered. Discover how you can benefit from up to 10% discounts, zero money down, and exciting cash back deals on new constructio…
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Where Should I Withdraw Money From First In Retirement?
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Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and joi…
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Long Term Care 101 (Cost & Benefits Explained)
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In this episode of Retirement Simplified, host Ryan Kolden explores the importance of planning for long-term care in retirement. He discusses the potential financial impact of long-term care events and highlights strategies for incorporating long-term care into your retirement plan. Kolden emphasizes the significance of protecting your finances wit…
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Short-Term Rental Mastery: Eric Moeller's Journey from Flips to Luxe Stays 🏡✨
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Welcome to another exciting episode of the Rent To Retirement Podcast! 🎙️ Join hosts Adam Schroeder and Zach Lemaster as they dive into the world of short-term rentals with special guest Eric Moeller, CEO of Freewyld. 🌟 In this episode, we explore the dynamic journey of Eric Moeller, from his first real estate investment at 19 to becoming a leader …
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How To Manage Cash Flow Before & Throughout Retirement
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What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life …
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Retirement Income Strategies and Social Security Planning with Chris Hensley
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On this episode of Retirement Simplified, host Ryan Kolden delves into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retirement in today's eco…
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On this episode of the Retirement Simplified Podcast, host Ryan Kolden dives into the crucial question: "Do you have enough money saved for retirement?" The answer varies for each individual and is largely driven by personal consumption in retirement. By evaluating spending habits and desired lifestyle, listeners can determine the income needed to …
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Insuring Your Investments: Expert Tips from Steadily's Scott Brown
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🎧 Welcome to another episode of the Rent To Retirement Podcast with your hosts Adam Schroeder and Zach Lemaster! Today, we're joined by Scott Brown, the Partnership Manager at Steadily Insurance, to dive deep into the world of landlord insurance. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights to p…
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A Real-Life Story Of Investing Too Well For Retirement
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This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether break…
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From $38K to $800M: Reed Goossens' Real Estate Mastery Revealed!
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🌟 Join Adam Schroeder in an insightful conversation with Reed Goossens, founder of RSN Property Group, as they dive deep into his journey from buying a $38K triplex to managing an $800M real estate portfolio. Learn about his strategies, challenges, and tips for successful investing! 🌟 Key Points & Timestamps: 0:08 - Introduction to Reed Goossens an…
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Episode 448: The Fed has cut their balance sheet reduction by more than 50% while keeping mortgage rates high. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————John Pugliano による
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Here’s How To Determine If You Should Keep Or Break Up With Your Advisor
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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 Is your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including…
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy…
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Mastering Real Estate Negotiation: Tips from Tom Zeeb
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Join hosts Adam Schroeder and Zach Lemaster in this exciting episode of the Rent To Retirement Podcast as they sit down with real estate expert Tom Zeeb. Discover the secrets to maximizing your real estate profits with proven strategies and insights from an industry leader. Whether you're a seasoned investor or just getting started, this episode is…
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