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

Top 5 Retirement Mistakes To Avoid (From My Clients)!

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

🗓️ 14 November 2022

⏱️ 17 minutes

🧾️ Download transcript

Summary

In today's episode of the Early Retirement Podcast, Ari discusses the top 5 biggest retirement mistakes to AVOID and how you can do so. Retirement mistakes to avoid Retiring at the wrong timeNot spending MORE (not a typo)Not having a strategySupporting adult childrenFocusing on one riskAri 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). C...

Transcript

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0:00.0

A very warm welcome to the early retirement show, the show dedicated to helping you navigate 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.

0:15.0

Welcome back to another episode of the early retirement podcast, and I'm going to have to start calling it the fun retirement podcast

0:21.2

because I know I say every episode is a fun one, but today is seriously a fun one because

0:25.6

you are going to learn everything to make sure you do not need to think about. Now, I know that's

0:30.4

kind of a mouthful, but the whole point of this is that you are going to know by the end of this

0:34.0

podcast how to make sure you avoid thinking about the mistakes that others,

0:39.2

whether it be clients who have told me in the past, who are clients now, said, hey, I wish I

0:43.6

avoided this, or just things from people who have submitted questions or comments on YouTube,

0:48.6

just all of the, in my opinion, biggest things to make sure that you avoid when you're

0:53.5

considering retirement and investing and tax planning and all of that. So that is what you are going to learn about today. Once again, I am your host, Ari Taoblieb. I am the vice president of root financial partners. And what I love doing is helping people create a custom strategy. So this is what I do. Once again, you can see all of my links and everything like that in the

1:10.9

description below. Let's hop into today's episode. And before I forget, if you haven't already,

1:15.7

please do continue to rate the show, review the show that helps more people find it so they can retire

1:20.4

early and just helps me help more people. So I appreciate you taking the time to do that if you

1:25.3

find this podcast valuable in any sense. So let's certainly talk about this in terms of retirement stakes and really want to do that if you find this podcast valuable in any sense.

1:28.0

So let's certainly talk about this in terms of retirement stakes and really what to avoid when

1:32.6

you're thinking about your own retirement and, hey, what steps can I take to make sure I do

1:36.4

avoid these?

1:37.1

Well, that's what we're going to be talking about today.

1:38.9

So the most common things to make sure you avoid.

1:41.7

Number one is why I tell clients to spend more. Now, I know that

1:45.7

sounds crazy, but I'm telling often clients, hey, you need to spend more. Well, this seems really odd,

...

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