The Three Levels of Achieving Early Retirement!
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- Опубликовано: 24 дек 2023
- Imagine a life where money is important but doesn't overshadow the joy of living.
Yes - I post episodes every Monday (even on Christmas)!
Level One - can you retire?
Level Two - how MUCH can you spend in retirement?
Level Three - are you going to be maximizing tax savings in retirement?
We dive into each level in more detail so you can understand what you need to do to optimize your early retirement goals.
Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
Interested in a custom strategy to retire early? →
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Free Cash Flow Planner →
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Most Important Photos You'll Ever See If You Want To Have Success In Retirement → www.dropbox.com/s/40lis7bjblc...
FREE eBook: A Complete Guide To An Early Retirement → rootfinancialpartners.com/ear...
FREE eBook: Complete Guide to HEALTH INSURANCE to Retire Early → rootfinancialpartners.com/hea...
PODCAST - earlyretirementpodcast.com/
INSTAGRAM - / earlyretirementari
LINKEDIN - / aritaublieb
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![This Is What A Real $5M Portfolio Looks Like In Retirement [Case Study] ᴴᴰ](/img/1.gif)
You and James do a great job. Relevant and easily consumable information. As a physical therapist appreciate the shout out too!
Love your Big Picture thinking about Retirement in terms of Not just focusing on a specific number like 1 Million, but also Purpose Fulfillment, Relationships, Health and Fun being a key aspect of a successful retirement.
Glad it resonated!
"Analysis paralysis". Happy New Year!
Thank you - Happy New Year!!
I'm 62 and retiring soon, looking for where to begin putting in some funds that will aid me after retirement. Saving up isn't giving anything in return
On your own you could seek out several of these portfolio managers.
Know what you're getting out of it and see if your targets can be met.
Who is yours? If you do have, I'd like to know(retiring soon and I need to get myself together )
I started out with a great advisor CHRIS RYAN STEWART. I got very lucky to have found him especially after my marriage crisis & consider him a good friend now.
CHRIS RYAN STEWART is an experienced financial advisor who specializes in investment strategies and portfolio management. He has a deep understanding of the financial markets and keeps up with the latest trends and developments. Chris is known for his ability to assess individual risk tolerance and financial goals to create personalized investment plans. He takes the time to educate his clients and help them make informed decisions. With his expertise, Chris can guide you towards building a strong investment portfolio that aligns with your specific needs.
How can I get in touch with this professional portfolio manager?
Sorry to be off topic, but the camera keeps zooming in and out....super distracting from good content.
Great video! I suggest adding chapter sections in your video labeled with your main points.
Loved the off-the-cuff sharing. Happy New Year's!
Great info! 👍🏻
Thank you for your perspective!! Great video!!!
Great show loved it!!
Thanks Ari for another great video.
You got it!
Funny thing! My best friends name is Ari and that's what made me watch your videos. Haha. Enjoy the content!
Ha small world! He sounds cool 😉
@@earlyretirementari He's one the best!!
Thanks Ari!
Your content spoke to me: Both in portfolio size and analysis paralysis. I'm treading water in a state of "practicing retirement" for 9 months and running 😄
You’re welcome !!
Love all your videos Ari 👍🏻
Do you work with clients out of state?
I’m in NJ…thanks!
Yes! My clients are all around the country including NJ 😀
Ill be in touch soon Thank you .
You’re welcome!
what withdrawal rate do you recommend for a 52 yo retiree?
Good topics but jump right in and stay right in. The detours when discussing a topic is distracting. Stay on point.
Fourth level keeping it all with NICER Fiduciary Security Legals and Fiduciary Support Dup pragmatic Partner ParLegal Action to deliver inheritance and legacy transfer distribution and settle plans.
Well said
That’s a very bad example because most people do not have $2 million or close to that
I'm thinking we are T H I R T Y - F O U R TRILLION in debt right now.... Gov't employees gonna do whatever it takes to keep them in the saddle ya know what I mean young squire?
You need to stop listening to the "Experts" telling you to punch in and out on your videos
Thank you for the feedback
Camera zoom in. Camera zoom out.