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

How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions

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

🗓️ 13 February 2023

⏱️ 22 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses tax-gain harvesting v. Roth Conversions and which is better to help you save on taxes! 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 Let's Connect! ...

Transcript

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0:00.0

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

0:04.9

talking about tax gain harvesting and Roth conversions and how do you prioritize them. Now, if none of

0:11.6

those words sounded like English, that is perfectly okay. And I promise I'll go over that with you today,

0:17.5

both as an introduction to what they are and as well as a little bit more

0:21.4

expertise or maybe nuance when it comes to an early retirement and how you can implement

0:25.6

them. Now, it is important to me that retirement is not just overwhelming, but it is truly

0:30.6

fun, which I'm going to imagine retirement sounds fun, but maybe preparing for retirement

0:35.4

doesn't sound as fun. I don't want that to be the

0:37.9

case. I want it to be fun in the sense of, hey, we're not just talking about numbers here. We're talking about your life and how do we make sure that we are optimizing what it is you work so hard for. So I'm very big and I know some of my clients listen to these podcasts as well. I'm very big on the idea of hey you're not meeting with your boring financial girl or guy or that you are meeting with your

0:58.0

financial business. listen to these podcasts as well. I'm very big on the idea of, hey, you're not meeting with your

0:54.3

boring financial girl or guy or that you are meeting with your financial advisor whose job is to

1:00.2

talk about you at the end of the day. It's my job to shut up and learn more about what it is you

1:05.5

care about most and how we can use your money to do just that. So that's what, of course,

1:09.8

I help clients do on a one-on-one

1:11.5

basis, but want to share these episodes, these tips, these strategies on how you can implement,

1:17.1

really, all of this to create your dream retirement. So the last thing I want is for you to be

1:22.6

unnecessarily working when you could be spending more time on what's most important to you.

1:27.6

A few resources and highlights, and I promise we're going to get right into the episode,

1:32.2

which is I do have an e-book out.

1:34.0

It's a complete guide to an early retirement.

1:36.3

Feel free to check that out.

1:37.5

If you're just looking for more guidance on how to think about the framework of an early

...

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