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

8 Key Considerations in 2023 (and what to AVOID)

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

Ari Taublieb, CFP®, MBA

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

4.7585 Ratings

🗓️ 2 January 2023

⏱️ 17 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses numbers you should consider (and what you should avoid) when it comes to your finances. Get your FREE 2023 Tax Guide here! 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 Clearly Let's Connect! WebsiteYouTubeLinkedInENJOYED THE SHOW...

Transcript

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0:00.0

Welcome back to the early retirement podcast, and you've noticed that there is no intro. And the reason for that is that I've been listening to a lot of podcasts, and I've found that I just skipped the first 30 seconds. So if this is new to you, first time listening to the podcast, great, welcome. I talk about all the strategies so that you can retire early, essentially navigating the nuances of an early retirement,

0:21.5

a non-traditional retirement.

0:23.0

But what I'm going to be doing from now on is just starting the episode.

0:26.2

You want the information.

0:27.3

I want to give it to you right away.

0:28.9

And I just thought about doing this because when I listened to other podcasts, once again,

0:32.0

I just clip that skip button, which not a bad thing, but just want you to get that information

0:36.6

faster.

0:37.3

So this is what I'm

0:38.3

going to be doing from now on. Once again, I'm your host, R.E. Taoblieb, a financial planner, and I'm the vice president of root financial partners. And today's episode is all about the numbers you need to know and not know when it comes to finances. And the reason I bring up these numbers is not that I don't want you to think about any other numbers, those are important too,

0:56.1

but so often we only have so much. finances. And the reason I bring up these numbers is not that I don't want you to think about any other

0:54.3

numbers. Those are important too, but so often we only have so much time. And so what I would rather

0:59.7

have you focus on is what you should focus on, not focusing on all these things and all these

1:05.0

articles and just stuff that is out there in the financial world that I don't think is super

1:10.3

relevant. So that's what I'm going to

1:12.0

be talking about today. Before I hop in, always like to say thank you to those who have submitted

1:16.7

questions, those that have rated and reviewed the show. You really help more people retire early.

1:22.0

And that's what I love doing. I want more people to know when they're in a position where work is now

1:26.5

optional. Maybe you love what

1:28.0

you do. And if that's you, great, keep working. But maybe you don't. Or maybe you just want to know

1:32.2

when you no longer need to. If you haven't checked out the YouTube channel already, I went around and I

1:37.3

asked strangers about retirement. And specifically, I asked them, what can you do today that you couldn't

...

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