Case Study Announcement: Early Retirement (YouTube ONLY)
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 15 September 2023
⏱️ 4 minutes
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Summary
Transcript
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| 0:00.0 | This is a quick announcement for all of you to know that I'm listening. |
| 0:03.6 | And the reason that you're going to know that is because I'm telling you that I just did a video of a real case study of clients of mine that are indeed very real and they are on track to retire early. |
| 0:15.0 | This is a video, not a podcast. |
| 0:17.5 | So what I'm doing right now is simply announcing to you to please go check out this |
| 0:21.7 | case study of real people who are on track to retire early and how you can understand the moving |
| 0:26.6 | pieces. So what if they invest better? What if they do certain tax strategy? What if they spend less? |
| 0:31.5 | What if they spend more? What if they retired earlier? What if they did part-time income? |
| 0:35.5 | These are all the variables I talk about on the show, |
| 0:38.1 | and I'll keep doing my podcast. So every Monday, I'm never going to stop. I'm almost at three years or so now, and I'm never going to stop because there will always be new ideas that come to me, and you guys ask awesome questions. But the overwhelming majority is, Ari, can you go do a case study? And if you don't know my business partner, James Cannell, who is the host of the Ready for Retirement |
| 0:56.8 | Podcast, I have majority is, Ari, can you go do a case study? And if you don't know my business partner, |
| 0:54.5 | James Cannell, who is the host of the Ready for Retirement Podcast. I, of course, am the host of the early retirement podcast. We love helping people optimize their retirement. One, go check out his podcast if you haven't already. I know a lot of you going, all right, I didn't even know that you guys were partners. So if you guys don't know, James and I are business partners. And we are, of course, doing awesome work to help people retire early, but also just retire with confidence. So no matter what stage you're at, if you are in your early 50s or if you're in your late 60s and you want to optimize what you're doing, that's what we love to do. So all of this to say go to my YouTube channel. You'll see a link. I'll put it in all |
| 1:31.1 | cap so it's very nice and easy for you to go check that out. I could do a podcast on that, but the variables are, I think, just better to see visually for this case. So I've got a bunch of new types of episodes coming out that I think you're |
| 1:44.7 | going to resonate with. As most of you know, if you've been listening for some time, I know a lot of |
| 1:49.3 | you going on Ariup, I've listened for a few years now. Awesome. I am going to start incorporating |
| 1:53.5 | some guest episodes. Okay. So I'm going to start having on a few health experts, some insurance |
| 1:58.7 | experts. I want to take this to the next level. And I want this to be the most helpful podcast. So every Monday, you're over the moon excited. Not just, hey, I'm going to get a few tax tips here. I feel like I need to listen to this so that my retirement is optimized. No, I want this to be exciting. Now, I'm going to do my best. Maybe I can't make it as exciting as your favorite TV show. But my goal is to get it close to that. So I truly ask all of you to submit a question on my website, early retirement podcast.com. If there's a guest, this person will be great. Like have them on the show. I would love to hear you to go back and forth. |
| 2:52.4 | If there's not a guess, because there's one topic you haven't touched on that I would just love for you to do, whether it be, hey, you know, have a client on and talk to me about how they made the decision to hire your firm or whatever it is. I want to hear it from you guys. So just making up ideas, but truly, you guys make this show so awesome. It's not me. I'm just taking from you guys so just making up ideas but truly you guys make this show so awesome it's not me i'm just taking what you guys want and then try to put it in a way that sounds like english here |
| 2:57.7 | and i always come back to the point of this show is so that you have more confidence around your |
| 3:03.6 | money and so that you worry less not worry more i don't want you listen to going oh my gosh there's a million things I should be doing. I'm not doing. I want you to listen going, |
| 3:25.5 | hey, I need to know what I'm on track for and if I should be worrying less because maybe I shouldn't be worrying about gas prices as much as I thought. I don't like that prices are up, but I know I'm going to be okay. Maybe I shouldn't worry that if I do give my child $50,000 for a wedding, |
| 3:24.8 | that I'm not going to have to worry about what that means for me in 30, 40 years from now. Am I not going to be able to afford long-term care? No, I don't want you having to worry. My goal is that you worry less. Peace of mind is the overall goal here. So all of this to say, quick announcement, go into the description and you will see the link to that case study. |
| 3:43.8 | If you guys have any... goal here. So all of this to say, quick announcement, go into the description and you will see the |
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