Personal Finance in Retirement - How To Maximize Your Retirement Finances
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 13 June 2022
⏱️ 12 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the early retirement show. If you are a long time listener, thank you. And if you are new to the show, |
| 0:06.3 | as a reminder, this show is dedicated to helping you retire early, otherwise known as the show dedicated to helping you understand what you have to do to be in a position where you are financially free, where work is now optional. |
| 0:20.1 | So whether you are a few years out from retirement and you just want to know everything to prepare |
| 0:25.5 | for that big date or you're new in your journey and you want to get a head start on maximizing |
| 0:31.9 | what you've worked so hard for throughout your life, this is the show for you. |
| 0:36.3 | So we discuss everything from investments to |
| 0:39.2 | taxes to insurance and everything that comes in between. So without further ado, let's go ahead |
| 0:45.1 | and hop into today's episode. Welcome back to the early retirement show. Today's episode is a fun one. |
| 0:52.7 | Really understanding what should you be spending your money on? |
| 0:56.0 | Now I know that's broad and you're saying, well, it's going to spend it on what I care about most. |
| 1:00.0 | And I certainly hope that you do that. |
| 1:02.0 | But as we're looking at financial planning and strategies and taxes and investments, there's a lot to consider. |
| 1:08.0 | And so there's a quote that I often like to go back to, and it's one that I hear |
| 1:13.0 | consistently, which is you can have anything you want. You just can't have everything you want. Now, |
| 1:19.9 | that might be something that you listen to and you go, wow, that's amazing. I never thought about it that way. |
| 1:26.1 | Or you might go, I want everything. How can I have |
| 1:28.3 | everything? Now, I doubt that you fall in that boat because no one wants everything. I assume you don't |
| 1:34.2 | want 50 cars or 100 cars because now you have a hassle where you're now having to maintain a lot of |
| 1:39.9 | these things. But the benefit of this thinking of you can have anything you want, but you cannot |
| 1:45.5 | have everything you want. Well, one, you don't want everything. I can promise you that is going to be |
| 1:50.3 | more of a headache. But two, it's the idea that if you're intentional with your money and with your |
| 1:55.8 | goals, you can live that dream life and you don't have to wait to a certain date. Sometimes people |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ari Taublieb, CFP®, MBA, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ari Taublieb, CFP®, MBA and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

