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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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A Real-Life Story Of Investing Too Well For Retirement
Manage episode 424061205 series 2973839
This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episode is packed with valuable strategies and real-life scenarios designed to help you strike the perfect balance between financial security and living in the present.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
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.
अध्यायों
1. Avoid Over-Investing for Early Retirement (00:00:00)
2. Retirement Planning Strategies and Considerations (00:05:46)
3. Early Retirement Planning and Education (00:09:34)
225 एपिसोडस
Manage episode 424061205 series 2973839
This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episode is packed with valuable strategies and real-life scenarios designed to help you strike the perfect balance between financial security and living in the present.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
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.
अध्यायों
1. Avoid Over-Investing for Early Retirement (00:00:00)
2. Retirement Planning Strategies and Considerations (00:05:46)
3. Early Retirement Planning and Education (00:09:34)
225 एपिसोडस
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