Don't Die The Richest Person At Your Funeral with Dr. Donatello
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 9 October 2023
⏱️ 23 minutes
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Transcript
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| 0:00.0 | I don't bring on a lot of guests on the show. |
| 0:02.0 | And if you've been listening for some time, you know that. I've actually only had one other guest ever because I want to make this as helpful as possible. And whether I'm talking about Roth conversions or 401Ks or Roth IRAs or you name it, that's kind of one side of the story. And I asked all of you guys to submit a question. I said, hey, what do you guys want to hear more about? And you guys said three things. He said, number one, I want more case studies, which I'm like awesome. |
| 0:24.2 | I love doing those. Number two, I want to have more guests on. And then number three, it's I want to hear more about what your clients wish they would have done. So I'm going to be doing more episodes, of course, on those topics because I value your guys' feedback more than anyone's, but I'm going to start |
| 0:39.4 | right off the bat by saying I'm having a doctor on the show. more episodes, of course, on those topics because I value your guys' feedback more than anyone's. |
| 0:38.5 | But I'm going to start right off the bat by saying I'm having a doctor on the show today for you guys. So if you guys are listening to this on Monday, go, Ari, are you okay? You just posted two episodes. Was that an accident? Not an accident. Today I put out a financial episode, of course, but I'm also putting out this episode where I brought on a doctor |
| 0:55.4 | who I think is really going to help you think a little differently about how to approach the next |
| 0:59.6 | 20 30 years of your life because even though our financial plan looks awesome if your life doesn't |
| 1:04.7 | look awesome and if you don't feel great then to me we didn't really do our job so sometimes |
| 1:09.1 | people say Ari how do I create the best financial |
| 1:11.4 | plan? I'll say, here's what you're going to do. You're going to work the next 30, 40 years, not spend any money and have no fun. Your plan will look awesome, but that's not, of course, the goal. The goal is to make sure you are doing what you want to do and that your finances reflect that. So I'm bringing on a doctor today. |
| 1:27.0 | That's what this episode's going to be all about. |
| 1:28.9 | And I'm interviewing and really doctor today. That's what this episode's going to be all about. |
| 1:45.7 | And I'm interviewing and really asking him, what are the things that people should be thinking about? What are things most people overlook? And what do they need to do today so that they can put themselves in a great position to feel good the next 30, 40 years of their life? So with that being said, I hope you enjoy this episode with me and Dr. Donatello. |
| 1:47.2 | Thank you again for coming on the show. |
| 2:01.9 | I'll give you the real intro in a second, but I want to say thank you for taking the time to do this. I'm excited to be here, man. I got double your life. Your 27, right? So I'm not that good of math, but I know double 27 is my age, and there's so much that happened in between that we can share. |
| 2:03.7 | So I'm excited to talk about it. |
| 2:05.4 | Love it. |
| 2:05.9 | And I'm excited too. |
| 2:06.9 | So I want to just hop right in. |
| 2:08.9 | And what are the biggest tips right off the bat that my listeners who, you know, they're |
| 2:14.0 | between 50, 65, some people are, of course, younger than that, but they want to make sure that they are doing everything possible to put themselves in the best position financially. That's where they first reach out to me, but they also want to make sure that they feel good. And too often, like I said, that's overlooked. What are just some major health tips right off the bat that most people need to look at that they aren't |
| 2:34.7 | doing. Yeah, you know, we can talk about health and diet and how to stay fit really forever, |
... |
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