7 Surprising Regrets From My Clients Who Retired Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 583 Ratings
🗓️ 12 August 2024
⏱️ 22 minutes
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| 0:00.0 | I don't think it's realistic in life to have no regrets. I think that's almost too perfect. But I do think it's |
| 0:06.8 | nice when you all get to hear from my clients who have retired and say, yep, I wish I would have done these |
| 0:11.6 | things differently. So in the future, I'm going to be asking a lot of you to come onto the show. |
| 0:17.1 | I'll be discussing how we protect privacy and how you can come on the show, but use a different |
| 0:21.7 | alias. And so you do not have to worry about is it actually you. Now, that's going to be for my |
| 0:26.6 | podcast. For my YouTube channel, I'm actually going to ask a lot of you to come on the show, |
| 0:32.0 | show your face, that people can learn you and what you're looking for in terms of how you |
| 0:36.7 | approach retirement planning and have me actually give you guidance on for in terms of how you approach retirement planning and |
| 0:37.9 | have me actually give you guidance on the show. So a few new exciting things that are going to be |
| 0:42.8 | occurring. Some of you are like, look, I don't want to show my face. I'm uncomfortable. You do not |
| 0:47.4 | need to do this. This is not something any of you have to do. You can continue to keep enlisting |
| 0:51.9 | and engaging in this content. But I want to make this the best show possible for an early retirement. |
| 0:56.9 | So always thinking of new and engaging ways to keep it fun. |
| 1:00.5 | So the past few episodes have been heavy on purpose and fulfillment and what you want to think about in retirement. |
| 1:06.7 | Actually, I think two weeks prior was heavy Roth conversions, but I want to make sure that you are all |
| 1:11.7 | continuing to get the best guidance possible based on what you're looking for. And I know some of you. |
| 1:16.2 | Some of you are like, look, I just need to know how much should I be saving to that brokerage account to |
| 1:21.1 | help me bridge the gap. How much do I need to worry about when it comes to health insurance? |
| 1:25.4 | Is it $12 million a year or is it $100 a month? |
| 1:28.9 | They tell me how much should I be planning for. So I do all of that on this show. If you are new, |
| 1:34.9 | I want to give you a brief introduction. Some of you are longtime listeners, but it might have been |
| 1:39.4 | a while where the whole goal of this podcast is to give you actionable advice. It is not so you go, okay, that's interesting. Good. It's, no, I'm going to think about this after this episode. What do I want to spend my time doing? Huh, should I do a Roth conversion or is that something I should not worry about because it does not apply to me? Huh, I've been worrying about that. My neighbor asked me at long-term care. Should I have long-term care? Or is that something I don't need to worry about? Because I have enough |
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