Root's New Community Is Coming! (EXCITING UPDATE) episode artwork

EPISODE · Jan 30, 2025 · 15 MIN

Root's New Community Is Coming! (EXCITING UPDATE)

from Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) · host Ari Taublieb, CFP®, MBA

Join the new Root Collective HERE!Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make retirement fulfilling—connection, travel, health, and purpose.Inside, you’ll be able to engage with like-minded peers, get expert insights, and explore ideas to shape the next chapter of your life. We’ll have guest speakers, live events, and interactive discussions to help you feel confident in your planning and inspired about what’s ahead.Root clients get free access, and for everyone else, it’s $50 per month—early adopters can join for just $20. If you’re looking for more than just financial advice, we’d love for you to be part of it.⏱Timestamps:0:00 - A new retirement community2:56 - Sharing experiences, creating initiatives4:22 - Goal: best possible retirement5:36 - Who is this for?7:07 - Why join?10:17 - Pricing12:13 - The power of communityCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA  is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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Join the new Root Collective HERE! Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial planning. Sure, we’ll cover investing, tax strategies, and estate planning, but we’re also creating a space to talk about the things that make retirement fulfilling—connection, travel, health, and purpose. Inside, you’ll be able to engage with like-minded peers, get expert insights, and expl...

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Root's New Community Is Coming! (EXCITING UPDATE)

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This episode was published on January 30, 2025.

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