7 Things To Optimize Your Finances Before Year-End (Checklist)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
English - December 18, 2023 11:00 - 29 minutes - 20.4 MB - ★★★★★ - 31 ratingsInvesting Business Entrepreneurship retirement early retirement investing personal finance retirement planning stock investing real estate investing save on taxes how to retire Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 4 Simple Tips To Retire Early
There's a lot of financial planning opportunities, but it's hard to keep track of it all.
Make sure you're not leaving any money on the table in 2023!
Here's the guide I mentioned in the episode: 2023 Year-End Checklist
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.
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.