The Three Levels of Achieving Early Retirement!

Рет қаралды 9,803

7 ай бұрын

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
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Пікірлер: 41

@LakeWashingtonPhysicalTherapy 2 ай бұрын

You and James do a great job. Relevant and easily consumable information. As a physical therapist appreciate the shout out too!

@rogerpresswood2204 7 ай бұрын

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.

@earlyretirementari 7 ай бұрын

Glad it resonated!

@DougASAP 7 ай бұрын

"Analysis paralysis". Happy New Year!

@earlyretirementari 7 ай бұрын

Thank you - Happy New Year!!

@TomcatSTL 7 ай бұрын

Loved the off-the-cuff sharing. Happy New Year's!

@dansdrumchannel9239 7 ай бұрын

Sorry to be off topic, but the camera keeps zooming in and out....super distracting from good content.

@ccteo3253 6 ай бұрын

Great info! 👍🏻

@stephaniet4800 7 ай бұрын

Thank you for your perspective!! Great video!!!

@jasonbowman709 7 ай бұрын

Great video! I suggest adding chapter sections in your video labeled with your main points.

@water4722 7 ай бұрын

Great show loved it!!

@markb8515 6 ай бұрын

Thanks Ari for another great video.

@earlyretirementari 6 ай бұрын

You got it!

@ivanvarykino8202 7 ай бұрын

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 😄

@earlyretirementari 7 ай бұрын

You’re welcome !!

@finnnagner1755 7 ай бұрын

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

@braytoncornell9678 7 ай бұрын

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.

@georgeearling905 7 ай бұрын

Who is yours? If you do have, I'd like to know(retiring soon and I need to get myself together )

@andrefontaine3058 7 ай бұрын

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.

@hillarybriggs2561 7 ай бұрын

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.

@collettejacqueline4160 7 ай бұрын

How can I get in touch with this professional portfolio manager?

@Ethernet480 29 күн бұрын

If you have an after-tax bucket available in your 401k plan, can they substitute as a brokerage investment account (hero)?

@roburb73 7 ай бұрын

Funny thing! My best friends name is Ari and that's what made me watch your videos. Haha. Enjoy the content!

@earlyretirementari 7 ай бұрын

Ha small world! He sounds cool 😉

@roburb73 7 ай бұрын

@@earlyretirementari He's one the best!!

@stevestich4991 7 ай бұрын

Love all your videos Ari 👍🏻 Do you work with clients out of state? I’m in NJ…thanks!

@earlyretirementari 7 ай бұрын

Yes! My clients are all around the country including NJ 😀

@chiaweinam 3 ай бұрын

what withdrawal rate do you recommend for a 52 yo retiree?

@fsm12385 7 ай бұрын

Ill be in touch soon Thank you .

@earlyretirementari 7 ай бұрын

You’re welcome!

@JudgeCommitee-ck5wq 6 ай бұрын

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.

@earlyretirementari 6 ай бұрын

Well said

@Jane5720 7 ай бұрын

That’s a very bad example because most people do not have $2 million or close to that

@Marl-hj8hh 7 ай бұрын

Good topics but jump right in and stay right in. The detours when discussing a topic is distracting. Stay on point.

@Sky1 7 ай бұрын

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?

@Sky1 7 ай бұрын

You need to stop listening to the "Experts" telling you to punch in and out on your videos

@earlyretirementari 7 ай бұрын

Thank you for the feedback