Do We Have Enough To Retire (And Never Go Back To Work)? Ari Taublieb, CFP®, MBA 21:11

Create Your Custom Early Retirement Strategy Here

Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on Retirement planning, debunking the myth of a magic Retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing how it's not about quitting work entirely, but about having the freedom to choose how and when you work. Join us as we navigate through personal stories and financial examples that bring to light the true indicators of Retirement readiness.

Diving into the heart of financial planning, we meet Ari, who's wrestled with Retirement decisions and wondered if they're on the right track. I'll walk you through Ari's journey, highlighting how personal values can significantly shape financial decision-making. We're also tackling the common mistake of equating Retirement expenses with your current salary, and why it's essential to have a realistic budget reflecting your actual living costs. If you've toyed with the dream of retiring to a sun-soaked village in Portugal or Spain, we even touch on the financial implications of relocating. Don't miss this chapter where we also share a handy tool—a cash flow spreadsheet linked in the description—to help keep your spending habits transparent.

Wrapping up, we shift gears to focus on the brass tacks of a solid investment strategy that will carry you through Retirement without hiccups. I guide you through evaluating your savings, understanding the impact of taxes, and how to balance equities with fixed income to ensure a comfortable and sustainable lifestyle. Plus, we discuss why having pensions might actually allow you to take a bolder approach to investing. Remember, this is about more than just numbers—it's about crafting a Retirement that fits your life. So, whether you're planning early Retirement or simply curious about the financial future, tune in and let's explore what it takes to retire on your terms.

Create Your Custom Early Retirement Strategy Here

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 - Early Retirement

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).