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

3 Tips On Perspective When Investing To Retire Early

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

Ari Taublieb, CFP®, MBA

Entrepreneurship, Investing, Business, Careers, How To Retire, Retirement Planning, Stock Investing, Real Estate Investing, Retirement, Personal Finance, Save On Taxes, Early Retirement

4.7585 Ratings

🗓️ 13 March 2023

⏱️ 17 minutes

🧾️ Download transcript

Summary

In 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! WebsiteYouTubeLinkedInENJOYED THE SHOW...

Transcript

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0:00.0

Welcome back to the early retirement podcast. I'm your host, Ari Taublieb, and I am the vice president of root

0:06.1

financial partners and a financial advisor. If you're looking for more information on how do you

0:11.2

optimize your money, both for retirement, as well as today when it comes to investing and tax

0:16.5

strategy and income and all of the fun stuff when it comes to how do you make sure your money that you work so hard for it works hard for you. That's what this podcast is all about. Thank you to all of the continued listeners. I hope that you continue to share this with your friends so that you can retire with them. And if you are new to the show, welcome, a very warm welcome every single week. I am going to be talking. I promise I don't do this type of

0:38.1

intro every week every once in a while. I'll put this in there where I think it's needed or helpful.

0:42.7

And I am talking about all sorts of early retirement stuff regarding everything, whatever I think is helpful.

0:49.0

And then you guys submit your questions in the description. And I will look to answer those in these episodes.

0:54.0

So a topic we're

0:55.9

going to be talking about today is the following, which is an exciting one for me because I'm talking

1:01.1

this about this stuff with clients all the time, which is how do stocks and bonds perform

1:06.5

following these big down years like 2022? What do we need to think about? What perspective can I

1:12.8

help relay here so that you can, one, have comfort around your financial plan and two, just

1:19.5

sleep better around your investments. I know it's not fun when your money goes down. Please know

1:24.6

it's not fun for us either. Our advisors, both myself, members of my team, my partner, we also have our money go down. Please know it's not fun for us either. Our advisors, both myself, members of my team, my partner,

1:29.6

we also have our money go down because we invest alongside our clients. So it's not fun for us either.

1:35.1

Luckily, we get to participate in that. We do have the benefit, though, of being around perspective

1:40.0

where all of the time we are reading articles. Hey, here's the reality. But I thought about it,

1:45.2

and I'm like, how often do my clients get to hear about it? Okay, I write emails and these emails,

1:49.7

I hope are helpful. But on top of that, I really want to put some color that would hopefully

1:55.8

allow you to just sleep a little better tonight. Sometimes we all need that. So what I'm looking at on my screen,

2:01.8

of course you can't see, but that's because this is a podcast. If you want to see all of these

2:06.7

types of things I go over, head over to the YouTube channel and you can see all of that there.

...

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