Unlock the secrets to savvy Retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be privy to a compelling example of an individual who defies the typical investment playbook, thanks to a hefty pension. It's a deep dive into how unique personal situations can dramatically shape your Retirement strategy and challenge the conventional financial wisdom.
Are you pondering an early Retirement, perhaps before hitting the age of 55? We've got you covered with strategies that consider the intricacies of capital gains taxes, the 'rule of 55', and making the most of your brokerage accounts. By tuning in, you'll grasp the value of Roth accounts as tax insurance and understand how brokerage accounts can be a game-changer in funding those first years of Retirement bliss, setting the stage for impactful Roth conversions. To wrap it up, we invite your most pressing questions and remind you that our insights are a springboard for your personalized planning. Remember, the road to Retirement is as unique as you are, and our episode is the map you need to navigate it with confidence.
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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early Retirement.
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PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a financial planner specializing in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hobbies you've been putting off)? I created this podcast to help you know when work is now optional because you have a financial strategy that tells you when you can retire. You will learn all the investing tips in this financial podcast to set up the right portfolio for your goals. You may love what you do - and if that's you, great! I'm not saying stop working. But, I am saying, wouldn't it be nice to know when you didn't HAVE to work any more? When you would only go to work because you enjoyed it (crazy concept, I know). This is the ultimate retirement podcast (specifically, early retirement!). Retiring early, also known simply as "financial freedom", is having the ability to do what you care most about, MORE!
I don't want you to work unless you ENJOY it (finances aside, for just a moment)! My goal of this podcast is to give you all the tips and strategies so you can retire EARLY. Retirement planning, investing, personal finance, tax strategy, and you'll hear case studies from my clients and exactly how I've helped them navigate the transition into retirement. What are the right investment accounts to have in retirement? I want retirement planning to be simple for you so that you can retire early and maximize your retirement goals. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can maximize your return on life (we use money to do this).
