I'm going to come out and say this is going to be the most important episode you ever listen to. Now, I have a lot of different episodes that I've recorded, so I'm not saying that lightly. And the reason for it is because it applies to all of you. When all of you determine that there's going to be one day, you want to stop working, and look, I recognize a lot of you don't want to actually stop and do nothing. You just want to do something more fulfilling. But there will become a day where you say, yeah, I don't know if I want to

do this the same degree and maybe you're stopping work temporarily. Maybe it is for good. And you're

going to need to withdraw income from somewhere, whether that's a Roth IRA or a traditional IRA or a

401k or a brokerage account. I'm going to give you an example today so you can

understand what is the best account to pull from based on the different scenarios going on.

This to me is the most important thing when it comes to retirement planning, specifically

withdrawal strategy. Now, when I say withdrawal strategy, that might not sound like the sexiest thing

in the world, which I recognize. Now, it is for weird people like me, but I want to make sure all

of you are not unnecessarily withdrawing money too quickly. And I'm going to show you a story,

really tell it to you first, and then I'm going to show it to you through my example. So,

most of you already know, but if you don't, my name is Ari Taubbleeb. I'm going to show it to you through my example. So most of you already know,

but if you don't, my name is Ari Taublieb. I'm a certified financial planner. I'm the host of

this podcast, early retirement, and vice president at root. Many of you are listening right now on

the podcast app, in which case great. If you are watching on YouTube, you can see I'm in one of the root vintage shirts right now.

So you can see the logo right here. This is our 2020 logo. So a lot of you are like,

wow, you guys have come a long way from here. So I want to make sure that all of you guys are

getting the exact guidance you're looking for. So whether it's tax or withdrawal or estate,

if you're on YouTube, I invite you to subscribe. If you're listening for. So whether it's tax or withdrawal or estate, if you're on

YouTube, I invite you to subscribe. If you're listening on the podcast app, I invite you, if you don't mind, to share this with someone you want to retire early with. It's just more fun that way. So let's have some fun. So this is what I imagine is going on in your brain right now. You're going, well, there's going to be a day. Maybe it's in a year.

Maybe it's in 10 years where you're going to want to stop working. But part of you is thinking, maybe I shouldn't spend as much as I'd like because, you know, I don't have Social Security yet and maybe there's not my pension on yet or maybe I don't even have a pension. So it's all up to my portfolio. So that's going on in kind of one part of your brain.

Okay.

Now the other part of your brain is going, wait a second.

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