Most people live in the "I don't know" and simply retire and hope things work out. Don't hope - plan!

It does NOT have to be intimidating.

These are real clients (with numbers altered and names changed) for confidential reasons.

Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners and the host of the Early Retirement podcast.

Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earl...

eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...

Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

Timestamps:
00:00 - Introduction
2:00 - Sample Clients
4:30 - When To Retire
6:30 - Income/Savings/etc.
9:45 - Spending More!
11:00 - Part-Time Income / Health Insurance
14:50 - $3M+
15:10 - Tax Planning
17:45 - Working With Us

PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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⏰ SCHEDULE ⏰
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- Videos on Saturday @ 12:00pm PST

📺 Watch my previous videos📺

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   • Top 5 Reasons to Choose Early Retirem...  

🎬 How To Optimize Portfolio Withdrawals
   • Smart Withdrawal Strategies For An Ea...  

🎬 Don't Hire An Advisor ONLY Because They're A Fiduciary
   • Don't Hire An Advisor Solely Because ...  

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