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

Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)

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

Ari Taublieb, CFP®, MBA

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 24 October 2022

⏱️ 17 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan! Questions answered: Do I need to pay off my mortgage before I retire?What is the optimal portfolio in retirement?How can I maximize income in retirement?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 ear...

Transcript

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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.

0:16.4

Hello, everybody, and welcome back to the early retirement podcast.

0:19.9

Once again, I'm your host,

0:21.0

Ari Taublieb. And today, we're going to be talking about myths and not just telling you about them,

0:26.7

but I really want you to understand, okay, not just what about them, but what can I make sure I'm

0:31.2

avoiding? That way I can focus on truly what's most important. And today, where I always

0:36.8

like to start is by giving that overview

0:38.8

of when we're looking at retirement planning, it is quickly overwhelming. When there's investing

0:43.1

in taxes and withdrawal strategy and social security and all these different pieces that I want

0:48.3

this to be fun. And the way I keep it fun is by taking listener questions and applying them to

0:53.3

episodes. So thank you for all those

0:55.1

who do continue to submit your question to my website, early retirement podcast.com. Before we hop into

1:01.3

the three major myths to make sure that you don't even have to consider these in retirement and not

1:05.4

use what I call any more mental bandwidth on thinking about them, what I want to make a quick

1:10.2

announcement about is that I was on

1:12.1

the Ready for Retirement podcast last week with James Cannell and we talked about what are the five

1:17.7

things you need to think about when it comes to preparing for retirement today, even if you are

1:22.1

5, 10, 15, 20 years out from retirement or if you're just a few years out going, hey, how do I make sure I set

1:27.9

myself up really as intentionally and as, I want to say successfully, and obviously there's many

1:34.7

factors to that, but really how do I create a retirement that you'd be really excited about?

...

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