We have a fun episode today and here's why. I'm going to imagine that you have a 401k,

maybe you have a Roth IRA, maybe you have rental income, maybe you have inheritance,

maybe there's part-time income. Odds are if you're thinking about an early retirement,

you have different income sources that are going to start at different times. Maybe you retire,

you need some help from your portfolio to supplement lifestyle,

maybe down in the future, there's social security, maybe in between, there's some part-time income,

and you've probably wondered in the back of your head at some point,

how do I coordinate all of my different income sources with my portfolio?

So that's what I'm going to be going over today from a

timing perspective all the way to an optimizing perspective because you work too hard to not get the

most out of your money. That is why I love doing what I do. So before I hop in, once again, as always,

I'm Ari Taublieb, your host, and I love what I get to do. I help people create a custom

strategy to retire early. Now, if you're looking for more information like this, you can always

search YouTube for early retirement and see the content I do there as well. So let's hop into

today's episode. Today, like I said, it's about coordinating your portfolio with other income sources.

And here's the way traditional people look at it and the way that I look at it.

Not that there's anything bad with tradition, but I'm going to show you how I think about it just a little differently.

Most people will have you fill out a risk tolerance questionnaire and that will get a portfolio allocation for you.

Maybe there's some basic questions

there. How do you feel about risk? What does risk mean to you? And then they might ask you your age.

And some people will look at that and go, okay, that's my investment portfolio. And to me,

that just doesn't go deep enough for a good allocation because it doesn't know everything else

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