special short episode guys just want to say thank you for listening to the recent episodes where i've had real guests on and they have shared as you've heard way i wish i didn't retire because i didn't know who i was without my job title or i wasn't ready or my spouse and i didn't talk about it and there were of course other people that go wow that was not our problem we just needed financially to know we're in a good spot and so i don't want any of you to have that feeling when you go to the airport and you go, did I forget something? My phone, my wallet, my keys, whatever that may be. I don't want you to have that feeling when it comes to retirement. I don't want you to think, did I forget to calculate my health care costs? And did I forget to understand where I'd pull income from? Or did I even need to do Roth conversions? or maybe those are things I'm worrying about right now for no reason. And there's a lot of you out there that because you are good savers naturally, you want to make sure you don't mess up anything. And you're like, I got to make sure, well, if I work one more year, I'm in my high earning years and you look back to maybe when you're your 20s, 30s going,

I would have begged to make the income I'm making now. And now, yes, I want to retire early because I want to spend time with family. I also want to make sure I'm being optimal from a tax strategy. And if I keep working, maybe if the majority of my money is in a 401k, I'm just adding to a bigger tax burden. or if I have a company stock, I'm wondering, okay, is this the right time to retire?

What about working a little longer to hedge the bet, if you will, about what if the stock doesn't do what I think? Or whatever the example may be, there's a million just like that. I want you guys to know when you can retire with confidence. So I'm going to give you a free guides and tell you how to access them.

Many of you are already enrolled in my early retirement academy, in which case you have access to these guides. But if you just want to get them top of your inbox, regardless if you're in my

academy or not, here's what you can do to get access to them. You will email me directly. My team has

access to my email and they will send you these

free guides. And so if you want a complete checklist, hey, what's everything I need to know before I

retire? Email the subject line, just put in there, retire. Once again, the email is Ari at rootfinancial.com.

So if you want a complete guide, just put retire in the subject line.

If you're looking for healthcare specifically, put healthcare in the subject line. If you want

me to potentially review your finances to do a sample situation using your numbers and figures

because that might be helpful for other people, of course, knowing I always do everything anonymously.

If you're not following me on Instagram or Facebook right now, you will see that I'm doing a lot of

different types of content regarding those styles because it's resonating with a lot of you.

If you have questions on withdrawal strategy, where should I withdraw income from first in retirement?

I have a superhero account. I have a Roth IRA. I have a 401k. I have an old IRA. Should I

consolidate? Well, of course, you can go ahead in the subject line, put withdrawal. So finally,

the last one I'll give you in once again, these all for free you can put conversion a lot of you

have questions regarding conversions so you can just put conversion in the subject line once again my

email already at root financial.com and we will send that to you as fast as we can normally it's

about 24 hours but we try to be faster if we can and then if you're wondering okay when does it

make sense to work with an advisor?

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