3 Common Mistakes People Forget When Retiring Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 583 Ratings
🗓️ 21 October 2024
⏱️ 17 minutes
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| 0:00.0 | There are lots of people that make lots of mistakes when it comes to investing in tax strategy |
| 0:04.4 | and withdrawal and health care and all the different topics that I like discussing. |
| 0:08.9 | And nobody's perfect. |
| 0:10.0 | And I recognize that. |
| 0:11.1 | So what I want to do today is tell you about a bunch of things you're probably doing right |
| 0:15.9 | that you should continue doing in common mistakes that most people go, yep, I was about to do that and now I'm not |
| 0:21.9 | going to do that. |
| 0:22.6 | Or, you know, I've already done that and it's good to hear that I don't need to buy even more |
| 0:26.9 | X amount of insurance or whatever it is. |
| 0:29.1 | So these are big mistakes that I see all the time. |
| 0:33.3 | But part of my job is telling clients do this and part of my job is saying, look, your neighbor or your friend is going to bring up diversification or long-term care or health care. |
| 0:43.8 | And your job is to say, I'm not sure if that applies to me, but it sounds interesting. |
| 0:49.8 | You don't need to beat them down. |
| 0:51.3 | But what you can do is to ask yourself, okay, just because |
| 0:54.6 | my neighbor has this, does that mean I need this and my coworker and how do I look at my finances |
| 1:00.2 | and ensure I'm okay? |
| 1:01.8 | I want to give you the pro tips and the pro mistakes that I see all the time. |
| 1:06.6 | Now, before I get into this, this comment was just left on my YouTube channel. |
| 1:11.9 | So if you are listening to this podcast on the podcast app, great. |
| 1:15.4 | I'm, of course, going to always post here. |
| 1:18.0 | If you are watching on YouTube, beautiful, you can see me right now and the comment on the screen. |
| 1:23.8 | You're going to continue getting this information the way you like receiving it. |
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