Video Description

“I can’t retire early because of healthcare.” Ari Taublieb, CFP® hears this all the time and wants you to know: healthcare is a challenge, but it shouldn’t be the reason you delay the life you want. In this episode, Ari walks through real numbers, case studies, and upcoming changes to ACA subsidies and premiums. He explains how to prepare now—using tax diversification, brokerage accounts (aka “superhero accounts”), and smart income planning—to soften the blow of rising costs and avoid the dreaded “qualified rich, cash poor” trap. This isn’t about being optimistic. It’s about being proactive. Healthcare may be expensive, but your peace, time, and freedom are worth planning for. Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/ Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy –––––––––––––––––––––––––––––– Time Stamp 00:00 - Don't Cheat Yourself 01:25 - What’s Changing with ACA Subsidies & Why It Matters 06:14 - Resources For You 07:06 - Case Study 11:24 - Questions to Ask Yourself 12:40 - Working with Root & Disclaimer –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Chief Growth Officer of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.