The 3 Levels Of An Early Retirement | What Level Are YOU At?

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

English - December 25, 2023 11:00 - 28 minutes - 19.8 MB - ★★★★★ - 31 ratings
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Previous Episode: 7 Things To Optimize Your Finances Before Year-End (Checklist)

Next Episode: 5 Tips From My Clients Who Retired Early Successfully

Imagine a life where money is important but doesn't overshadow the joy of living.

Yes - I post episodes every Monday (even on Christmas)!

Level One - can you retire?
Level Two - how MUCH can you spend in retirement?
Level Three - are you going to be maximizing tax savings in retirement?

We dive into each level in more detail so you can understand what you need to do to optimize your early retirement goals.

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.