I have $2M. Can I Retire Early? ᴴᴰ
13.9 هزار بار بازدید -
11 ماه پیش
-
Most people live in the
Most people live in the "I don't know" and simply retire and hope things work out. Don't hope - plan!
It does NOT have to be intimidating.
These are real clients (with numbers altered and names changed) for confidential reasons.
Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners and the host of the Early Retirement podcast.
Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earl...
eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...
Timestamps:
00:00 - Introduction
2:00 - Sample Clients
4:30 - When To Retire
6:30 - Income/Savings/etc.
9:45 - Spending More!
11:00 - Part-Time Income / Health Insurance
14:50 - $3M+
15:10 - Tax Planning
17:45 - Working With Us
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - Instagram: earlyretirementari
LINKEDIN - LinkedIn: aritaublieb
What video topic would you like to see discussed in a future video?
📣 Please like this video and tell us what you think! This feedback helps me create better content for you.
––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning? Make sure you don't pay a dime more in taxes than you need to. Learn all tax tips to make sure you're not leaving money on the table.
👉 Subscribe to our channel and press the bell icon.
⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs
......................................................................................................................................
⏰ SCHEDULE ⏰
- Podcasts on Monday @ 9:00am PST
- Videos on Saturday @ 12:00pm PST
📺 Watch my previous videos📺
🎬 5 Reasons To Retire Early Today
Top 5 Reasons to Choose Early Retirem...
🎬 How To Optimize Portfolio Withdrawals
Smart Withdrawal Strategies For An Ea...
🎬 Don't Hire An Advisor ONLY Because They're A Fiduciary
Don't Hire An Advisor Solely Because ...
--------------------------------------------------------------------------------------------------------------------------------
❣ SPONSORED:
No, this video was not sponsored.
--------------------------------------------------------------------------------------------------------------------------------
⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.
⭐ Thank you for supporting the channel and for watching this video ⭐
It does NOT have to be intimidating.
These are real clients (with numbers altered and names changed) for confidential reasons.
Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners and the host of the Early Retirement podcast.
Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earl...
eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...
Timestamps:
00:00 - Introduction
2:00 - Sample Clients
4:30 - When To Retire
6:30 - Income/Savings/etc.
9:45 - Spending More!
11:00 - Part-Time Income / Health Insurance
14:50 - $3M+
15:10 - Tax Planning
17:45 - Working With Us
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - Instagram: earlyretirementari
LINKEDIN - LinkedIn: aritaublieb
What video topic would you like to see discussed in a future video?
📣 Please like this video and tell us what you think! This feedback helps me create better content for you.
––––––––––––––––––––––––––––––
📣 Are you taking advantage of tax planning? Make sure you don't pay a dime more in taxes than you need to. Learn all tax tips to make sure you're not leaving money on the table.
👉 Subscribe to our channel and press the bell icon.
⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs
......................................................................................................................................
⏰ SCHEDULE ⏰
- Podcasts on Monday @ 9:00am PST
- Videos on Saturday @ 12:00pm PST
📺 Watch my previous videos📺
🎬 5 Reasons To Retire Early Today
Top 5 Reasons to Choose Early Retirem...
🎬 How To Optimize Portfolio Withdrawals
Smart Withdrawal Strategies For An Ea...
🎬 Don't Hire An Advisor ONLY Because They're A Fiduciary
Don't Hire An Advisor Solely Because ...
--------------------------------------------------------------------------------------------------------------------------------
❣ SPONSORED:
No, this video was not sponsored.
--------------------------------------------------------------------------------------------------------------------------------
⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.
⭐ Thank you for supporting the channel and for watching this video ⭐
11 ماه پیش
در تاریخ 1402/06/24 منتشر شده
است.
13,927
بـار بازدید شده