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

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

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 12 December 2022

⏱️ 18 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses to create income before you can access your retirement accounts penalty-free and tax-free. Get your FREE 2023 Tax Guide (referenced during the show) Ari answers a listener question so you can better understand how to pay 0% in capital gains taxes, invest better, and get more out of life with your money. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping...

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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