Retirement 101 - What Are The Primary Issues To Consider Before I Retire?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 8 August 2022
⏱️ 18 minutes
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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. |
| 0:17.0 | Welcome back to the early retirement show. |
| 0:19.3 | If this is your first time, welcome. |
| 0:21.5 | If you are a long-time listener, thank you. It is so fun seeing the reviews. It is fun seeing all of you subscribing on |
| 0:26.3 | YouTube and seeing that grow. So really fun to get to do this. And so I just want to say thank you. |
| 0:31.5 | Now, today's episode is a good one and it's a good one because we're going through a checklist. |
| 0:36.9 | And so as I'm going through |
| 0:38.2 | anything I talk about today, please know you can go into the description and you can see all of this |
| 0:43.8 | in what's called a flow chart. So you can see that and say, okay, it's almost like a checklist where you |
| 0:48.3 | can go through and go, okay, what is everything here that I should be considering and what shouldn't |
| 0:53.0 | I be considering? Because part of the reason I believe that you all listen to podcast is to know, okay, what should |
| 0:59.2 | I be focusing and more importantly what shouldn't I be focusing on? |
| 1:02.4 | Because the last thing I want to do is waste your time and energy. |
| 1:05.3 | And so I try to pack as much as I can of just good information into this podcast in about 10 to 15 minutes or so. And so, let's just hop right in. And so what I want to start with is if we look at, hey, what should I consider before you do retire? The last thing that you want to do is second guess anything. The last thing you want to do is be thinking, oh, my gosh, I wish I'd done that, or if I only considered that. |
| 1:28.6 | And of course, you say, hey, I don't want to run out of money. I mean, that is everyone's number one fear. And I always invite clients to say, hey, that's very reasonable. But that's not the number one fear. The number one fear is that you don't maximize your return on life. and running out of money is a sure way to not maximize that. |
| 1:45.5 | It's a very fearful and scary way. |
| 1:47.5 | And I will say, you don't maximize your return on life. And running out of money is a sure way to not maximize |
| 1:45.0 | that. It's a very fearful and scary way. And I will say, yes, we certainly want to make sure |
| 1:49.8 | we do not run out of money. But we also want to make sure that we get the most out of every |
| 1:54.5 | dollar. We save as much as we can on taxes. That way we can spend more time with grandchildren |
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