Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - 7 Surprising Regrets From My Clients Who Retired Early

7 Surprising Regrets From My Clients Who Retired Early

08/12/24 • 21 min

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

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it!

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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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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - 7 Surprising Regrets From My Clients Who Retired Early

Transcript

Speaker 100:00:00.360

I don't think it's realistic in life to have no regrets . I think that's almost too perfect . But I do think it's nice when you all get to hear from my clients who have retired and say , yep , I wish I would have done these things differently . So in the future , I'm going to be asking a lot of you to come onto the show . I'll be discussing how we protect privacy and how yo