1. 3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement) James Conole, CFP® 26:43

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series.

  • Ari is the host of the Early Retirement podcast available here
  • Ari is also on YouTube here. 
  • Create your customized early Retirement strategy with Ari here. 

Episode Summary: 

  • How can you create tax-free income most effectively in Retirement
  • Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)
  • How to improve your overall early Retirement strategy

00:00 – Introduction 
1:20 – Life over Money
3:03 – Legacy Goals
5:31 – Examples Examples Examples!
8:35 – Never Pay Taxes Again
10:52 – Standard Deduction v. Itemized Deduction
14:28 – Brokerage Account
19:17 – AAPL Stock Example
22:15- MASTER Tax Tip!
25:01 – Working With Us

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.