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

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

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

🗓️ 16 October 2023

⏱️ 17 minutes

🧾️ Download transcript

Summary

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 -> NEW eBook: Health Insurance For An Early Retirement Have you ever stopped to question your vision of an early retirement? What if it's not just about the financial plannin...

Transcript

Click on a timestamp to play from that location

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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