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

A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)

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

🗓️ 30 January 2023

⏱️ 20 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses real estate v. stock market and what he prefers and how clients approach them in retirement. NEW! Free E-Book: A Complete Guide To An Early Retirement 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 Let's Connect! WebsiteYouTu...

Transcript

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0:00.0

Welcome back to the early retirement podcast. I'm your host Ari Taublieb, and today we're going to be

0:04.9

talking about real estate and the stock market. And this comes from a listener question named Jack,

0:11.3

who asked me, Ari, love the podcast and appreciate your information on the show. You're welcome.

0:16.7

And he says, what should I think about when it comes to real estate or the stock market?

0:21.0

I love the idea of a passive investment.

0:23.8

And real estate just sounds less risky.

0:26.2

I've read articles and it sounds like the smartest people in the world use real estate.

0:30.7

Although I have a friend who's extremely wealthy and he shares that real estate is not worth

0:35.9

the time and headache, even if it means that you can

0:39.3

get more return. What are your thoughts on real estate versus the stock market? So thank you for

0:44.5

your question. I will answer that in today's episode. Once again, if you're listening to this going,

0:49.1

I have a question for you. You can submit that on my website, early retirement podcast.com, and you can click on the submit

0:56.4

your question and I'll look to answer it in a future episode. And I do respond to everyone.

1:01.1

So in case you see I don't get a response or if I don't choose that question, I promise there

1:06.1

is a reason for it. Either I've done an episode on it already that addresses it or I just feel that it's not

1:11.5

most applicable to the whole group and I will send you individual resources that I think will help

1:16.1

I want to help as many people as possible know when they are in a position to retire early.

1:22.0

Now the first thing that I'm going to talk about when it comes to real estate versus the stock

1:26.6

market might be a non-traditional thought. So there's rates of return and there's real estate and there's

1:32.6

the time and effort that goes into it and there's tax benefits with real estate and then there's

1:36.7

the stock market and investing in it, which sometimes is like what am I only in? What am I even

1:41.7

investing in because the stock market is so big and I'm not

...

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