Jan 30 2025 15 mins 45
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 community
2:56 - Sharing experiences, creating initiatives
4:22 - Goal: best possible retirement
5:36 - Who is this for?
7:07 - Why join?
10:17 - Pricing
12:13 - The power of community
Text us your thoughts on the show!
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
Join the new Root Collective HERE! (COMMUNITY)
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
