Please Ask Yourself This One Question Before You Actually Retire Early
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 16 October 2023
⏱️ 17 minutes
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Summary
Transcript
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| 0:00.0 | I'm going to kindly ask you to ask yourself, what does your dream early retirement look like for you? |
| 0:05.6 | And I know a lot of you are hearing that going, Ari, I'm going to be on this beach and just can't wait to spend time with family and travel. |
| 0:11.2 | And those are all wonderful things. But I want you to think even bigger than that. And I want you to dream big and I want you to be honest. |
| 0:17.7 | So today, I am going to talk to you about this question that is so important, |
| 0:22.0 | what is a successful early retirement? Because so many people have it wrong. And I'm going to go |
| 0:27.0 | through my framework on how I think through that today to invite yourself to think through, |
| 0:31.3 | okay, how can you make sure that you are truly getting the most out of what you've worked so hard |
| 0:36.0 | for? Now, before we hop into today's episode, going over the review of the week, comes in from |
| 0:40.8 | K-H-N-L-B, assuming that's Long Beach, but just taking a guess there. |
| 0:45.0 | And if you're the listener hearing that going, Ari, that's not Long Beach, that's somewhere |
| 0:48.0 | else, let me know. |
| 0:49.1 | And it says, much thanks. |
| 0:50.1 | Thank you, Ari. |
| 0:50.6 | I appreciate all your efforts in providing your listeners with sound financial information. Keep up the good work. You are very welcome and glad that it has been helpful to you. |
| 0:59.2 | I'm always trying to think of new ways to come to you guys with content that resonates. And as always, |
| 1:03.8 | you can, of course, submit a question to me on my website, early retirement podcast.com. And that's once again, |
| 1:10.4 | early retirement podcast.com. that's once again early retirement podcast.com. Now today's |
| 1:14.0 | episode is an interesting one because I'm not going to go through my traditional example of a Roth |
| 1:19.0 | conversion strategy or an estate planning strategy or gifting or any of these things. I'm going through |
| 1:24.3 | what I actually think is most important, which is how do you look back and go, yep, I had a successful early retirement. |
| 1:29.6 | Here's the mindset that I have. And this information I'm sharing today is in large part from the clients that I have. |
| 1:35.5 | They're saying, Ari, here are the things that I wish I knew before I retired early. If you can speak to the audience about these, I think that they'd feel a lot better. |
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