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How Do I Know When I Can Retire Early (Not Work Forever)?

  1. How Do I Know When I Can Retire Early (Not Work Forever)? Ari Taublieb, CFP®, MBA 35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking…OBVIOUSLY!

Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of Retirement Planning. At the heart of our discussion is the Sequoia system from Root Financial, a structured approach that transcends mere financial analysis to help you find true purpose and fulfillment in your post-career life.

Crafting a sustainable Retirement cash flow strategy is no simple task, as we reveal through stories of clients with similar portfolios leading vastly different retirements. It's not just about how much you have, but how you want to live. We discuss the dynamic nature of financial planning, emphasizing the need to adapt based on Lifestyle expectations, family dynamics, and multiple income streams like investments or pensions. Our aim is to ensure you can enjoy your desired quality of life without the fear of outliving your resources.

Balancing enjoyment and financial Security involves a thoughtful approach to investment risk and tax strategies. We delve into the perils of concentrated investments and the challenges of being overly conservative. Through personal anecdotes, such as my dad's risky investment in Monster stock, we explore the emotional side of financial decisions. Finally, delve into optimizing tax and Estate planning strategies, highlighting that true wealth is not just about Money but the absence of worry, allowing you to focus on what truly matters—making the most of a fulfilling retirement.

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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 retire early with confidence.

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).

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