Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
251 episodes - English - Latest episode: 7 days ago - ★★★★★ - 31 ratingsAri Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes 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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Episodes
30+ Reasons To Retire Early (as if you needed more..)
June 12, 2023 10:00 - 13 minutes - 9.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses 30+ reasons to retire early TODAY. Download my eBook TODAY: -> Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement ...
3 Rules Of Thumb To Avoid If You Want To Retire Early (& 3 To Follow)!
June 05, 2023 10:00 - 16 minutes - 11.4 MBIn today's episode of the Early Retirement Podcast, Ari discusses 3 rules of thumb to avoid (and not spend any time thinking about) and 3 to follow. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube ...
"Should I Do Pre-Tax or Roth If I'm In A High Tax Bracket?"
May 29, 2023 10:00 - 16 minutes - 11.3 MBIn today's episode of the Early Retirement Podcast, Ari discusses how to think through pre-tax or roth for the benefit of your long-term financial and tax strategy. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! W...
4 Hidden Fees Inside Your 401(k) - How To Plan With Your 401(k) Well
May 22, 2023 10:00 - 15 minutes - 10.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses fees that are hard to find within your 401(k) - some would say, hidden! It's about using your 401(k) well and ensuring you're not paying more fees than necessary to enhance your returns over the long-term. Ari Taublieb, 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 (non-traditional retirement). -> Create Your...
To Roth Conversion or To NOT Roth Conversion..
May 15, 2023 10:00 - 17 minutes - 11.8 MBIn today's episode of the Early Retirement Podcast, Ari discusses whether you should implement Roth Conversions or not. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? ...
3 Habits To Avoid When Considering An Early Retirement
May 08, 2023 10:00 - 11 minutes - 7.89 MBIn today's episode of the Early Retirement Podcast, Ari discusses 3 bad habits to avoid when retiring early. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't miss...
5 Misconceptions About Retiring Early To Please AVOID
May 01, 2023 10:00 - 18 minutes - 13 MBIn today's episode of the Early Retirement Podcast, Ari discusses 5 common misconceptions about retiring early and how to avoid them. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJO...
Should You Self-Insure or Buy Long-Term Care Insurance?
April 24, 2023 10:00 - 13 minutes - 9.11 MBIn today's episode of the Early Retirement Podcast, Ari discusses whether you should self-insure or buy Long-Term Care Insurance. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED...
How To Invest Your "Bridge" Account To Retire Early Like A Pro
April 17, 2023 10:00 - 15 minutes - 10.4 MBIn today's episode of the Early Retirement Podcast, Ari discusses how to invest your bridge account. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't miss out on ...
5 Strategies To Reduce Required Minimum Distributions
April 10, 2023 10:00 - 24 minutes - 17.1 MBIn today's episode of the Early Retirement Podcast, Ari discusses 5 strategies to reduce Required Minimum Distributions (RMDs). Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED TH...
How To Make Sure Your Money Is Safe
April 03, 2023 10:00 - 15 minutes - 10.7 MBIn today's episode of the Early Retirement Podcast, Ari discusses how much money is safe. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't miss out on any episode...
How Much Money Is Needed To Retire Early?
March 27, 2023 10:00 - 19 minutes - 13.2 MBIn today's episode of the Early Retirement Podcast, Ari discusses how much money is needed in order to retire early. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Do...
Should I Pay Off My Mortgage Early or Invest?
March 20, 2023 10:00 - 15 minutes - 10.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses if you should pay off your mortgage early or invest more. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SH...
*EXTRA Episode* - 10 Minutes for the Next 50 Years Of Retirement (Story)
March 16, 2023 20:00 - 10 minutes - 7.16 MB100,000 people have more confidence to retire early. Create the life you want to live, let money simply be the tool. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't miss out on any episode by subscribing to Apple Podca...
3 Tips On Perspective When Investing To Retire Early
March 13, 2023 10:00 - 17 minutes - 11.9 MBIn today's episode of the Early Retirement Podcast, Ari discusses how to view investing after a terrible year in the market. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE S...
How To Create The Perfect Asset Allocation
March 06, 2023 11:00 - 15 minutes - 10.5 MBIn today's episode of the Early Retirement Podcast, Ari discusses how to create the perfect asset allocation. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't mis...
How To Plan When There Is A Significant Age Gap Between Spouses
February 27, 2023 11:00 - 21 minutes - 14.9 MBIn today's episode of the Early Retirement Podcast, Ari discusses how to retire together when there's a significant age gap between spouses. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedI...
5 Tips From My Wealthiest Clients On How They Retired Early
February 20, 2023 11:00 - 19 minutes - 13.4 MBIn today's episode of the Early Retirement Podcast, Ari discusses the 5 tips his wealthiest clients implemented to retire. Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouTube LinkedIn ENJOYED THE SHO...
How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions
February 13, 2023 11:00 - 21 minutes - 15.1 MBIn today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you save on taxes! Ari Taublieb, 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 (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! Website YouT...
Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions
February 06, 2023 11:00 - 15 minutes - 10.6 MBIn today's episode of the Early Retirement Podcast, Ari gives a complete guide to IRMAA Surcharges and strategies to reduce any extra costs for Medicare Part B/D premiums. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Early Let's Conn...
A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)
January 30, 2023 11:00 - 19 minutes - 13.7 MBIn today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Early Let's Connect! Website ...
Top 5 Options for Health Insurance If You Retire Early
January 23, 2023 11:00 - 16 minutes - 11.5 MBIn today's episode of the Early Retirement Podcast, Ari discusses 5 options for health insurance if you retire early. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Early Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Do...
3 Tips To Retire Early And Not Run Out of Money
January 16, 2023 11:00 - 16 minutes - 11.5 MBIn today's episode of the Early Retirement Podcast, Ari discusses 3 tips to not run out of money if you retire early. NEW! Free E-Book: A Complete Guide To An Early Retirement Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Early Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Do...
A Complete Guide To A Successful Retirement (Client Stories)
January 09, 2023 11:00 - 12 minutes - 8.56 MBIn today's episode of the Early Retirement Podcast, Ari discusses stories from his clients on how to create a successful retirement. Get your FREE 2023 Tax Guide here! Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Early Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't miss...
8 Key Considerations in 2023 (and what to AVOID)
January 02, 2023 11:00 - 16 minutes - 11.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances. Get your FREE 2023 Tax Guide here! Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Clearly Let's Connect! Website YouTube LinkedIn ENJOYE...
7 Tips To Optimize Your Money Before Year-End (Checklist)
December 26, 2022 11:00 - 11 minutes - 7.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses seven tips to optimize your money (save money) before year-end. Get your FREE 2023 Tax Guide here! Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire Early Let's Connect! Website YouTube LinkedIn ENJOYED THE SHOW? Don't miss ou...
How To Avoid The #1 Retirement Mistake & Create True Financial Freedom
December 19, 2022 11:00 - 22 minutes - 15.1 MBIn today's episode of the Early Retirement Podcast, Ari discusses how to avoid the most common investment (and financial planning) mistakes and stories from research/clients on how to maximize your financial life. Get your FREE 2023 Tax Guide here! Ari Taublieb, 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 (non-traditional retirement). Create Your Custom Strategy To Retire...
How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
December 12, 2022 11:00 - 18 minutes - 12.5 MBIn today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free. Get your FREE 2023 Tax Guide (referenced during the show) Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of life with your money. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helpi...
A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)
December 05, 2022 11:00 - 18 minutes - 12.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses how you can save hundreds of thousands of dollars in taxes and millions of dollars in growth by pairing a Donor-Advised Fund with a Roth Conversion. Questions answered: How can I effectively implement Roth Conversions? What are the biggest benefits of a Donor-Advised Fund? What is the best strategy to save on taxes when I do charitable giving? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduci...
How Much "Safe" Money Do You Need At All Times?
November 28, 2022 11:00 - 17 minutes - 12.1 MBIn today's episode of the Early Retirement Podcast, Ari discusses how much "safe" money you need. Questions answered: How much of an emergency fund do you need? What are the most important things to consider when thinking about retirement planning? What is the best strategy to retire early? Ari Taublieb, 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 (non-traditional reti...
How To Build A Customized All-Weather Investment Portfolio
November 21, 2022 11:00 - 15 minutes - 10.4 MBIn today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio. Questions answered: How can I make sure my investments are allocated for my goals? What are the most important things to consider when building a portfolio? What is the best strategy to retire early? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retireme...
How To Build A Customized All-Weather Investment Portfolio
November 21, 2022 11:00 - 15 minutes - 10.4 MBIn today's episode of the Early Retirement Podcast, Ari discusses 5 tips to build a customized investment portfolio. Questions answered: How can I make sure my investments are allocated for my goals? What are the most important things to consider when building a portfolio? What is the best strategy to retire early? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retireme...
Top 5 Retirement Mistakes To Avoid (From My Clients)!
November 14, 2022 11:00 - 16 minutes - 11.6 MBIn today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so. Retirement mistakes to avoid Retiring at the wrong time Not spending MORE (not a typo) Not having a strategy Supporting adult children Focusing on one risk Ari Taublieb, 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 (non-traditional ret...
Everything You Need To Know To Retire Before Age 65
November 07, 2022 11:00 - 21 minutes - 15.1 MBIn today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about). Questions answered: What do I need to know to retire before age 65? What is the optimal portfolio in retirement? How can I think about an early retirement (and what steps to take)? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specia...
How To Use Your IRA To Take Advantage Of This Market Downturn
October 31, 2022 10:00 - 15 minutes - 10.6 MBIn today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free. Questions answered: How can I implement a Roth Conversion? What is the best strategy to determine if a Roth Conversion makes sense? What other strategies exist to save on taxes? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a...
Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)
October 24, 2022 10:00 - 17 minutes - 11.9 MBIn today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan! Questions answered: Do I need to pay off my mortgage before I retire? What is the optimal portfolio in retirement? How can I maximize income in retirement? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances o...
3 Ways To Create Tax-Free Income (Yes, 0% Taxes)
October 17, 2022 10:00 - 21 minutes - 15.1 MBHow can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more! Questions answered: How can you best use a Roth IRA to create tax-free income throughout retirement? How can a 401(k) best be withdrawn to minimize taxes? When does it make sense to use a brokerage account to withdraw funds for tax-free income in retirement? Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in help...
This Is Why Shouldn't Only Own The S&P 500 Index
October 10, 2022 10:00 - 18 minutes - 12.7 MBS&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio. *Microphone issue! I apologize for the microphone issues as an issue came up during recording. Questions answered: How can I use the S&P 500 to supplement my portfolio? How should I be invested if I want to retire early? How should I shift my investment strategy with this information. Ari Taublieb, MBA is the Vice ...
This Is Why You Shouldn't Only Own The S&P 500 Index
October 10, 2022 10:00 - 18 minutes - 12.7 MBS&P 500 Index! The S&P 500 Index is well known for good reason. In today's episode, you will learn why the S&P 500 should only play the role of a portion of your portfolio. *Microphone issue! I apologize for the microphone issues as an issue came up during recording. Questions answered: How can I use the S&P 500 to supplement my portfolio? How should I be invested if I want to retire early? How should I shift my investment strategy with this information. Ari Taublieb, MBA is the Vice ...
What No One Tells You About Creating Financial Freedom
October 03, 2022 15:00 - 10 minutes - 7.03 MBIn today's episode, you will learn the secret no one tells you about creating financial freedom. Questions answered: How can I live today without sacrificing my future? How can an early retirement help me maximize my income over time? How can extra work in retirement, for less pay, impact my overall retirement plan? Ari Taublieb, MBA is a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). Want a custom...
How To Know When To Stop Working
September 26, 2022 10:00 - 10 minutes - 7.13 MBIn today's episode, you will learn how to know when you should stop working. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Ch...
Where To Pull Income From When You Retire Early
September 19, 2022 10:00 - 18 minutes - 12.4 MBIn today's episode, you will learn where to pull income from if you want to retire early. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on m...
5 Most Important Parts Of A Successful Financial Plan
September 12, 2022 10:00 - 13 minutes - 9.06 MBIn today's episode, you will learn the 5 most important parts of what builds a successful financial plan (and what to avoid). Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Also, I share tips and advice related to retirement strategy, investing, fin...
When You Should & Should NOT Hire A Financial Advisor
September 05, 2022 10:00 - 18 minutes - 12.6 MBI don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had. When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure w...
How To Determine How Much You Want To Spend In Retirement
August 29, 2022 10:00 - 11 minutes - 7.91 MBEarly retirement can be a big commitment, and it's important to make sure you have a good idea of how much money you'll need in order to support yourself. You might think that you'll only have to pay for rent and food, but there are other things to consider as well. It's quite a bit easier to plan your expenses if you know what they are now and how they might change during retirement. For example, How many years do you have until you retire? If it's less than 10 years away, then your expen...
5 Tips To Prepare for Retirement (While You're Working)
August 22, 2022 10:00 - 11 minutes - 7.89 MBMaking a retirement plan is a crucial step in your financial path, regardless of your age. No matter if you want to retire in five or thirty years, it's critical to plan your retirement so that you can live a financially secure life. You will get through this journey with the aid of preparation, intentional spending, and maintaining your focus on the kind of future you really want. So in this episode, we will talk about how you can prepare for retirement while you are still working. Enl...
Why Should You Consider An Early Retirement? A Real-Life Story
August 15, 2022 10:00 - 18 minutes - 12.6 MBWhy retire early? It's all about financial freedom. Retirement can feel overwhelming. In this episode, we will learn the benefits of early retirement and alternative strategies. Not only that, Why did I choose to pursue a career helping people retire early? Questions Answered: What are the primary considerations when it comes to retiring early? When does it make the most sense to consider early retirement? Why am I passionate about helping people retire early? I share tips and adv...
What Are The Primary Issues To Consider Before I Retire?
August 08, 2022 10:00 - 18 minutes - 12.5 MBThe most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)! The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist Questi...
Retirement 101 - What Are The Primary Issues To Consider Before I Retire?
August 08, 2022 10:00 - 18 minutes - 12.5 MBThe most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)! The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist Questi...
How To Know When You Should Stop Working
August 01, 2022 10:00 - 12 minutes - 8.39 MBThere are a ton of amazing podcasts about saving for retirement, preparing for a withdrawal strategy, but very few talk about when you should stop working! In today's episode you'll learn exactly when you no longer need to work (when you should stop) and alternative strategies to an early retirement. Questions Answered When can you stop saving for retirement and still be on track? When does it make most sense to stop saving and enjoy lifestyle further today (when ON TRACK)? How does this...