Τα καλύτερα Personal Freedom podcast (2024)

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Ep 61 Strategies For Making Major Purchases 20:28

4d ago20:28

20:28

Send us a Text Message. In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of market co…

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A Real-Life Story Of Investing Too Well For Retirement 28:47

5d ago28:47

28:47

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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Ep 60 5 Steps to Becoming Your Own Financial Advisor 24:19

12d ago24:19

24:19

Send us a Text Message. In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself o…

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Here’s How To Determine If You Should Keep Or Break Up With Your Advisor 29:29

12d ago29:29

29:29

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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Ep 59 4 Simple Steps to Master Consistent Savings 19:12

19d ago19:12

19:12

Send us a Text Message. In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, and saving with clear intentio…

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How To Create An Anti-Cookie Cutter Investment Portfolio 19:54

19d ago19:54

19:54

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 (NEW) - Make sure to use code "FIRST25" which lasts until Wednesday. Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping cli…

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Ep 58 Should You Pay for Your Kid's College? College Planning and Financial Strategies with Steve Mullen 26:10

26d ago26:10

26:10

Send us a Text Message. In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes the importance of budgeting, …

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How Much Should I Be Saving To Retire Early? 20:43

26d ago20:43

20:43

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 Ready to redefine the concept of retirement? My latest broadcast delves into the exhilarating world of early retirement planning, promising a treasure trove of strategies for seizing control over your wor…

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Ep 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean Mullaney 21:59

1M ago21:59

21:59

Send us a Text Message. This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively …

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A Complete Guide To Inheriting Money (Tax Planning) 26:16

1M ago26:16

26:16

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 Flowchart on Inheriting Accounts (mentioned in episode) Navigate the financial maze of inheritance with me as we uncover the vital steps to securing your legacy without drowning in taxes. A revealing tale…

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Ep 56 How To Bridge the Retirement Savings Gap - Strategies to Catch Up and Thrive 23:18

1M ago23:18

23:18

Send us a Text Message. Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gap Five strategies to help close the gap and find success Importance of budgeting to achieve retirement Money fears that may be holding you …

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4 Steps To Determine When You Can Retire Early 22:36

1M ago22:36

22:36

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 Ready to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This ep…

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Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari 26:52

2M ago26:52

26:52

Send us a Text Message. This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy…

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Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc. 25:02

2M ago25:02

25:02

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 Could the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the l…

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Ep 54 How to Select the Best Performing Savings Account for Your Financial Goals 20:16

2M ago20:16

20:16

Send us a Text Message. Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations. In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goals Understanding the importance of defining your goals and prioritizing th…

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How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early 22:18

2M ago22:18

22:18

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Get access to the same software I use for my clients and join the Early Retirement Academy here Unlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This epis…

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Ep 53 How To Create a Savings Plan With Purpose and Definition 17:48

2M ago17:48

17:48

Send us a Text Message. This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial struggles Explore common myths a…

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5 Steps To Navigating Health Insurance When Retiring Before Age 65 20:27

2M ago20:27

20:27

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Get access to the same software I use for my clients and join the Early Retirement Academy here Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that …

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Ep. 52 Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch 40:34

2M ago40:34

40:34

Send us a Text Message. Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the industry. Rich also has a 9…

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3 Regrets From My Clients Who Retired Early 18:00

2M ago18:00

18:00

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 Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw hones…

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Ep 51 Your Successful Retirement Can Be Found Beyond the Numbers With Craig Colvett 26:08

2M ago26:08

26:08

Send us a Text Message. Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better themselves whether that is in their career, personal relationships, mental health, time management, or transition periods. Through his two decades of experience in the financia…

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3 Classic Early Retirement Mistakes To Avoid 18:46

3M ago18:46

18:46

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 Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and pro…

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Ep 50 Reflection and Five Bite-Sized Strategies for Financial Empowerment Today 25:05

3M ago25:05

25:05

Send us a Text Message. We’re celebrating 50 episodes!! And top 10% of all podcasts globally! I chose the number 5 in celebration of today’s episode. 5 things I wish my younger self knew and the beginning of my finance journey AND 5 pieces of advice for listeners to take action with today GIVEAWAY: I am giving away one spot to my 4-month signature …

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5 Situations When It Does NOT Make Sense To Implement Roth Conversions 18:34

3M ago18:34

18:34

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 Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your…

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Ep 49 How to Navigate Life's Financial Maze with Literacy Knowledge 23:45

3M ago23:45

23:45

Send us a Text Message. Today’s episode is all about Financial Literacy! Financial literacy is the combined knowledge and skills required to make responsible and informed financial decisions that contribute to a sense of financial security and well-being. Knowledge of financial concepts like saving, investing, spending and borrowing is the foundati…

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Do We Have Enough To Retire (And Never Go Back To Work)? 21:11

3M ago21:11

21:11

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 Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses…

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Ep 48 Co-Investing in Real Estate for Passive Income With Frank B. Hanna 24:14

3M ago24:14

24:14

Send us a Text Message. Real estate investment, particularly in passive income options, offers a pathway to financial freedom for individuals of various backgrounds and stages in life. By leveraging strategic partnerships and innovative platforms, investors can access high-end real estate opportunities while minimizing risks and maximizing returns.…

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The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 15:37

3M ago15:37

15:37

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 Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on th…

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Ep 47 - 8 Reasons You're Struggling with Budgeting 20:01

3M ago20:01

20:01

Send us a Text Message. In today’s episode, I share and discuss 8 common struggles and hurdles people face when learning and trying to move forward with budgeting. Eight (8) Common Struggles: Lacking goals and direction Tracking tool or method No element of fun Not spending enough time Not being flexible Not being realistic Not including partner/sp…

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This Is The Mindset Shift Needed To Retire Early With CONFIDENCE! 16:22

3M ago16:22

16:22

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 Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my…

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Ep 46 How to Increase Financial Stability for a Solid Financial Foundation 21:06

4M ago21:06

21:06

Send us a Text Message. In today’s episode, I dive deeper into Financial Stability and how to create and build that foundation. Specifically we’ll focus on: How to avoid being financial fragile A different look at savings How to create “emergency fund” savings Preparing for a solid financial future Let’s Connect! Do you have questions about this ep…

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How To Protect Against Retiring, Getting Unlucky and Having To Work Again 21:58

4M ago21:58

21:58

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 Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to sh…

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Ep 45 How Understanding Financial Freedom Levels Can Accelerate Your Financial Journey 22:26

4M ago22:26

22:26

Send us a Text Message. In today’s episode, I talk about Grant Sabatier’s Financial Freedom Levels Specifically we’ll focus on: The 7 Levels of Financial Freedom Definition of Each Level Action Steps to Move to the Next Level Determining What Financial Freedom Means To You If you’re a reader or audiobook listener, grab the book Financial Freedom A …

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A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips) 23:33

4M ago23:33

23:33

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 Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a hig…

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Sustaining Your Spiritual Journey: Daily Practices for Growth and Alignment 35:07

4M ago35:07

35:07

Which one did I use? Do you want to live life feeling free, empowered, and confident? Be able to take on any challenge? Trust the unknown? Love Path living does this for you. Is Love Path living a challenge? Yes! That’s why few people live there consistently. Become the exception. How does this happen? By understanding how the three pillars work – …

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Ep 44 Caregiving Chronicles: Stories of Financial and Physical Care 29:50

4M ago29:50

29:50

Send us a Text Message. Caregiving Chronicles: Stories of Financial and Physical Care In today’s episode, we talk with guest Danielle Muira, who recently found herself in a primary caregiving role. Listen to her story as she shares the rewards, effects, and advice she is now giving being on the flip side of this caregiving journey. To connect with …

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Why Most People Pick The Wrong Asset Allocation For An Early Retirement 24:00

4M ago24:00

24:00

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 Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, …

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The Joy of Letting Go: Moving Beyond Grudges and Embracing Happiness 15:18

4M ago15:18

15:18

Are hurt and anger blocking your happiness? You have a choice. Just as positive and negative energy cannot occupy the same space, anger and happiness can’t, either. Only you determine your feelings. Letting go of your past hurt releases you from your emotional prison. Don’t let your ego destroy this beautiful gift. Freedom is a beautiful thing. Emp…

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"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients! 48:37

4M ago48:37

48:37

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 Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to…

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Ep 43 Why Understanding Debt is Important to Your Financial Journey 20:05

4M ago20:05

20:05

Send us a Text Message. In today’s episode there are two questions we will be discussing and answering for you today. What is debt and what is debt management? Specifically we’ll focus on: Tips to manage your debt You choose that the payment will work How much debt to take on What types of debt What “things” are you willing to purchase with credit …

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Rewriting Your Health Story: From Problematic Patterns to Empowered Choices 32:14

4M ago32:14

32:14

Your body is a scientific work of art. Do you treat it with the same respect you give to a Van Gogh painting? Are you mindful of what food and drink enters your body? And their consequences? Did you know the big “Sugar” corporations are sabotaging your health via their products and promotions. Triple-sized cheeseburgers. Super-sized fries? Love Pat…

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Ep 42 Debunking Debt Myths For Financial Freedom 16:22

5M ago16:22

16:22

Send us a Text Message. In today’s episode we will be debunking myths and beliefs you may have about debt. The three for today’s podcast are: All debt is bad Debt should be avoided at all costs Debt is forever. If you are on a journey to pay off debt and handle debt, it’s important that you create your own rules around debt. Let’s Connect! Are you …

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Unlocking the Power of Gratitude: The Key to Positive Emotions 24:53

5M ago24:53

24:53

Do you want to experience positive energy? Not just once but all the time. Do you want to wake up each day with a new perspective? Do you want to eliminate the feeling that life is against you? Gratitude does that. How? By laying the foundation for a positive mindset and releasing positive energy through your body’s neurotransmitters - dopamine and…

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Here's How Social Security Gets Impacted When Retiring Early 21:01

5M ago21:01

21:01

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 MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "E…

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Ep 41 Change Your Mindset Around Debt to Find Freedom From Debt 15:21

5M ago15:21

15:21

Send us a Text Message. Today’s episode is about looking at debt differently. Most of the time we are stuck looking at it and just want to get rid of it. This may be doing more harm than good. Have you ever heard the statement, “can’t see the forest for the trees?” Specifically in this episode, we’ll cover: How to stop letting debt keep us financia…

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Don’t Let Your Dreams Die with You: Strategies for Perseverance and Success 28:15

5M ago28:15

28:15

The number one regret people have when they are about to cross over is that they never followed through on their dreams because they had caved to outside forces. Don’t be that person! Do you have dreams yet to be unleased? Are there fears lurking to keep you from trying? Does your inner self want to burst free and see what’s possible? The alternati…

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This Is How To Retire Early Without Worrying About Running Out Of Money 21:01

5M ago21:01

21:01

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 MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "E…

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Ep 40 Soul Based Financial Planning with Dee Dee Baze 25:26

5M ago25:26

25:26

Send us a Text Message. Today’s episode is with a wonderful guest from math teacher to financial advisor to enrolled tax agent. Listen to her amazing story and how she supports women in all financial situations. Soul Based Planning Saving for retirement “late” to the game Taxes in retirement and things we should know Dee Dee Baze and Alphemita Fina…

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5 Easy Steps To Know If You're On Track To Retire Early 21:55

5M ago21:55

21:55

Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Are you ready to align your retirement with …

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The Hidden Costs of Parental Cell Phone Use: How It Affects Your Child’s Self-Worth 24:33

5M ago24:33

24:33

Parents, your cell phone use will determine if your children live their adult lives on the Love Path and, thus, be able to spread love and joy to others. Or worse, live their adult lives on the Fear Path and impale their encounters from stored up anger or hurt. Your parental actions have direct consequences for creating a civil world – a self-estee…

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