Balancing Emotion and Finance: The Impact of Investing Well For Retirement

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

4.7 • 585 Ratings

🗓️ 9 October 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 -> NEW eBook: Health Insurance For An Early Retirement Wondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep int...

Transcript

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0:00.0	Let's pretend that you are sitting on a certain amount of cash right now.
0:03.0	That cash can be in your bank account.
0:04.5	It could be in any investment account. But let's just pretend it's sitting in cash. What would you do? Would you invest it all at once or would you invest a little bit over time? I'm going to give you today the financial answer. And then we're going to talk about real life because it's one thing to have it on paper. it's another thing to go, oh my gosh, how do I feel about actually implementing that?
0:22.7	I think the answer is going to be surprising to a lot of you. real life because it's one thing to have it on paper it's another thing to go oh my gosh how do i
0:21.0	feel about actually implementing that i think the answer is going to be surprising to a lot of you
0:25.0	but i hope that it is helpful because my goal every single episode is to make content that makes
0:30.0	go yep i'm thinking differently about that or nope that resonates exactly what i was thinking before
0:34.5	i want you to just have this be your ultra clear podcast that
0:38.7	hopefully can simplify things so you can think about some things a whole lot more that are
0:43.4	important and stop thinking about things that are absolutely irrelevant in terms of your plan.
0:49.0	Oftentimes it's just talking about here are things I want you to think about. I also want you
0:52.9	to not spend any time
0:54.6	or energy on things that I don't think you should be spending this time and energy on. So without that
0:59.7	rambling, let's hop in today's episode, which starts with the review of the week, which comes from
1:04.2	Jim via email. Jim says, Ari, love the content, expecting a little girl in seven weeks, and feel
1:09.4	prepared that because of your content,
1:11.9	I am confident I will be okay and she will be okay.
1:15.8	Love the anti-vacuum planning examples from previous episodes.
1:20.1	Appreciate all the work that you do in the future.
1:22.7	Looking forward to more stories from clients.
1:25.7	And if all of you share similar sentiments to Jim and want more
1:29.7	client stories that I often like to go through during my podcast, of course, submit a question
	...

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