3 Easy Steps For Happiness In Retirement

12/02/24 • 10 min

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

Could the key to a happy retirement be more than just financial security?
Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement quality of life. Through a compelling client story, we demonstrate the potential dangers of focusing solely on wealth accumulation, especially when unexpected health issues arise. Learn why aligning financial goals with personal well-being is crucial for a fulfilling retirement experience.
We invite you to become part of our conversation by submitting your questions and feedback through earlyretirementpodcast.com. Your interactions are vital, and sharing our podcast can help others navigate the complex landscape of early retirement. Don't forget to rate and review us to help spread these valuable insights. While our discussions are rich with information, remember to consult with financial or tax professionals before making decisions based on our content. This episode offers thoughtful exploration and practical guidance for planning a satisfying post-career life.

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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.

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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - 3 Easy Steps For Happiness In Retirement

Transcript

Speaker 100:00:00.119

Welcome back to the Early Retirement Podcast . Today we are going through a fun article that my client sent me and they told me this helped them in their early retirement . And they told me not to say their name for security purposes , but it's John . No , it's not John , I'm just kidding . But this is going to be a fun episode and it's an important one , because if you have e