How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 12 December 2022
⏱️ 18 minutes
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Summary
Transcript
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| 0:00.0 | A very warm welcome to the early retirement show, the show dedicated to helping you navigate |
| 0:05.3 | the nuances of an early retirement, a non-traditional retirement. |
| 0:10.2 | Now let's get right into the episode so we can learn how to retire early. |
| 0:15.0 | Welcome back to the early retirement podcast, and today we are going to be going through |
| 0:19.5 | a listener question that was submitted by |
| 0:21.7 | Chad which I'm going to read in just a moment but please know that as I'm working through |
| 0:27.0 | this listener question there's a few resources I want you to be aware of number one in the |
| 0:32.5 | description of today's episode you are going to see what what I call important numbers of |
| 0:37.3 | 2023 which is really just |
| 0:39.2 | your cheat sheet of a tax table for 2023, what you can expect tax rates to be and really how |
| 0:45.8 | you can use that to plan. But I'm going to be using that when I work through today's listener |
| 0:51.1 | question. I don't want you going, where is already getting those numbers from? |
| 0:54.8 | And what is you referencing when he says that? And so I want to make sure that you have access to |
| 0:59.0 | that. So I'm going to put that in the description. I'm also going to be using a tool called |
| 1:03.6 | portfolio visualizer. That's nothing that you need to be aware of. No buttons you have to click. |
| 1:09.2 | Of course, it's a podcast episode, |
| 1:14.9 | but in case you're wondering, okay, what is he using to get these numbers or what does this mean? That's a tool that we use. It's one of the softwares that we like to utilize at our firm |
| 1:19.9 | where it helps us look at portfolios and build portfolios and backtest portfolios. |
| 1:25.3 | And it's just a really helpful tool. So I'm going to be using those in today's episode, but before I hop into the listener |
| 1:32.4 | question, want to give a big thank you as more people are tuning into the show, which means |
| 1:37.6 | more people are sharing the show. |
| 1:38.9 | And all I ask is that if it has been helpful, please do rate the show that helps more people |
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