A Real-Life Story Of Investing Too Well For Retirement

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

06/17/24 • 28 min

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether breaking up with a financial advisor might be the right move for you. This episode is packed with valuable strategies and real-life scenarios designed to help you strike the perfect balance between financial security and living in the present.

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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

06/17/24 • 28 min

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) - A Real-Life Story Of Investing Too Well For Retirement

Transcript

Speaker 100:00:00.140

Yes , it is indeed possible to invest too well . Some of you are like , no , there's never too much money , I could always find a way to travel or give , and that's not what I mean . What I mean is there's a risk of investing too well and working too long and looking back going . Why didn't I retire earlier ? Why didn't I consider potentially doing that remodel ? Or why didn't

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