7 Steps To Check Off Before Retiring Early
01/06/25 • 16 min
1 Listener
Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations.
• Evaluating how much money you truly need for retirement
• Contemplating your work status during retirement
• Identifying alternative income sources for financial stability
• Adjusting your savings strategy to ensure flexibility
• Determining how much you want to leave behind for heirs
• Exploring different investment approaches and risk levels
• Defining personal success and fulfillment in retirement
If you have a question that you want answered in a future episode, you can always go to my website, earlyretirementpodcast.com.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations.
• Evaluating how much money you truly need for retirement
• Contemplating your work status during retirement
• Identifying alternative income sources for financial stability
• Adjusting your savings strategy to ensure flexibility
• Determining how much you want to leave behind for heirs
• Exploring different investment approaches and risk levels
• Defining personal success and fulfillment in retirement
If you have a question that you want answered in a future episode, you can always go to my website, earlyretirementpodcast.com.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
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Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
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Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - 7 Steps To Check Off Before Retiring Early
Transcript
Welcome back to the Early Retirement Podcast . We're gonna have some fun today . These are the seven steps so that you can retire early with confidence . Some of you are watching this video and you're already retired . This might give you some new thoughts . Some of you are 10 years out , five years out , one year out from retirement going . Did I miss anything ? And I wanna make
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