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

5 Tips From My Wealthiest Clients On How They Retired 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

🗓️ 20 February 2023

⏱️ 20 minutes

🧾️ Download transcript

Summary

In 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! WebsiteYouTubeLinkedInENJOYED THE SHOW? ...

Transcript

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0:00.0

Welcome back to the early retirement podcast. I'm your host, Ari Taoblieb, and I cannot wait to film this podcast today. I don't know if any of you guys wake up and you're like, I have that one fun meeting I'm going to get to do later, or I'm going to get to take my kids to practice, or whatever it is. Today, my fun thing is recording this podcast episode. Now, I hope that doesn't sound too sad to some of you, but I'm telling you this is exciting stuff.

0:21.8

And what I'm going to tell you today, I just cannot wait. And it was prompted by a listener question, who said the following. And it comes from Jackson, and Jackson says, Ari, love the podcast and appreciate the work that you put in. You're welcome, Jackson. I love doing it. And Jackson goes on to say, Ari, what are the best strategies

0:38.4

that the richest clients of yours do to put themselves in the best position? Well, Jackson,

0:44.4

I'm going to re-invite you to think about this a little differently, and I'm going to replace

0:48.3

the word rich with wealthy. Because there's plenty of rich people, but rich people have a lot of money

0:54.0

and they don't always have a lot of time. So my clients, I don't want them to be rich. I want them to be wealthy, which is not really a dollar amount. In fact, it's not a dollar amount. It's really about saying, how do you have enough money to do everything that you want to do? Now, I'm not going to stop there. I'm going to flush it out, of course, throughout this episode, but I hope that's a helpful starting spot, Jackson. Another quick comment I always like to say, I'm trying to make the podcast experience even better. I keep trying to just enhance it and more people are listening to the show and that's all because of you. So thank you for those that keep sharing it with your friends, that keep sharing it

1:27.7

with family. It's more fun to retire with them, not on your own. And it could be awesome if you're

1:33.1

retiring and you're waving across a few homes away if friends happen to buy one nearby. And you can say,

1:39.2

hey, great, I no longer need to work. But if they're also working, it's just not as fun. So want to encourage you all to

1:45.9

please share this with those that you think would take value from it. Once again, it's all because of

1:50.7

you. I'm going to highlight a recent comment on the podcast, a recent review, and this comes from

1:56.2

K Adam 8, titling it Money Mindset. Thank you, Ari, for sharing great information on money mindset.

2:02.2

You have emphasized on value-based spending and plan retirement according to what's important to me.

2:08.3

I like that your podcast is concise and with relevant data, keep up the great work.

2:12.5

Well, you're very welcome, K Adam 8.

2:14.6

I am glad that it is concise and clear.

2:16.8

I have a strict anti-fluff policy so i'm only going to

2:20.5

include in these podcasts episodes what i think is most helpful for you all and a lot of you have been

2:25.8

submitting questions to the show thank you please keep submitting those questions a lot of you have

2:30.3

inquired about working with me and i love to go through the process if you don't know that's like, it's a couple of meetings to show you what the work looks like that I do. And I want to help as many people retire early, which once again, if you've been listening to the show for some time, you know, it's really not about an early retirement that I love. What I love is knowing that you can do more of what you want to do. So let's hop now

2:51.9

right into the episode, which is here are the five tips that how did my wealthy clients retire.

2:57.0

Well, number one is they didn't just feel bad about their previous poor decisions. They didn't

...

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