In this video, we go over financial considerations for individuals approaching retirement with significant savings in their 401(k), specifically around $1 million.
This video also highlights common concerns about the timing of retirement, like fear of retiring too soon, running out of money, and risk of extended work life.
Interested in a custom strategy to retire early? →
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Get access to the same software I use for my clients and join the Early Retirement Academy here → ari-taublieb.mykajabi.com/ear...
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Time Stamp
00:00 Intro
01:25 Intro of Case Study
02:33 Consider Having A Brokerage Account
03:49 Tackle Big Expenses Before Retiring
05:40 Navigating Health Care In Retirement
07:00 Retirement Planning is Different For Everyone
08:40 Work More Vs. Spending Less
11:24 Navigate Your Retirement Efficiently
14:14 Considering Part-Time Income
15:00 Summary
15:25 Work With Us
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eBook: The Complete Guide To An Early Retirement (FREE)→
rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → rootfinancialpartners.com/cas...
PODCAST - earlyretirementpodcast.com/
INSTAGRAM - / earlyretirementari
LINKEDIN - / aritaublieb
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.