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内容由Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Root's New Community Is Coming! (EXCITING UPDATE)

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Manage episode 464019819 series 2973839
内容由Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

章节

1. Root Retirement Community Launch Announcement (00:00:00)

2. Root Retirement Community Membership Details (00:07:07)

3. Financial Podcast Listener Guidelines (00:14:47)

240集单集

Artwork
icon分享
 
Manage episode 464019819 series 2973839
内容由Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

章节

1. Root Retirement Community Launch Announcement (00:00:00)

2. Root Retirement Community Membership Details (00:07:07)

3. Financial Podcast Listener Guidelines (00:14:47)

240集单集

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