Create Your Custom Early Retirement Strategy Here Could the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the layers of retirement planning, keeping it simple, yet profound. We're saying goodbye to the mundane and hello to an episode filled with practical insights and real-life scenarios that will not only educate but also entertain. Discover how...

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Unlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This episode features Cole from Move Health, who joins us to unravel the intertwining of healthcare subsidies and Roth conversions, so you can discover how to navigate these waters for a secure financial future. We promise to equip you with...

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that swan dive for just a moment to consider a crucial piece: health insurance. I'm here, with the esteemed Medicare insurance specialist Lyndia, to unveil the roadmap to securing your health coverage before you blow out the candles on your...

Create Your Custom Early Retirement Strategy Here Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw honesty that's as refreshing as it is rare. Learn why a fulfilling life might mean more than clocking extra hours for a promotion, and how meaningful connections can outweigh a bulging bank balance. It's a deep dive into the waters of work-life...

Create Your Custom Early Retirement Strategy Here Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventure, this conversation is your roadmap to navigating the less-trodden paths of...

Create Your Custom Early Retirement Strategy Here Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples like the time I advised a client to steer clear of conversions due to their health and...

Create Your Custom Early Retirement Strategy Here Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on retirement planning, debunking the myth of a magic retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing how...

Create Your Custom Early Retirement Strategy Here Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on the story of a client whose journey shatters the illusion that the lowest withdrawal rate is the safest bet. Together, we navigate beyond the oversimplified 4% rule, emphasizing the need for a personalized strategy that adapts to market shifts...

Create Your Custom Early Retirement Strategy Here Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my clients, such as the one who viewed market volatility as a thief lurking in the shadows of their nest egg, juxtaposed against the one who saw staying out of the market as a missed opportunity to dance with potential growth. As I steer away...

Create Your Custom Early Retirement Strategy Here Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to shield your nest egg from the whims of the market, ensuring it keeps up with inflation while dodging excessive volatility. Our episode is peppered with practical tips and an engrossing narrative of a retiree in the 2000 market downturn,...

Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a higher tax bracket—and Roth when you're expecting your income to drop—but we'll show you why this isn't just a black-and-white decision. You'll be privy to a compelling example of an individual who defies the typical investment playbook, thanks to a hefty pension. It's a deep dive into how...

Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, tailor an investment strategy that thrives on your personal circumstances. Through an engaging story about a client who confidently strides with a hefty equity portfolio and a reassuring pension, we unlock the truth behind 'conservative' investments and how that definition can shift...

Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to trade in their briefcases for a permanent vacation. From confronting the fear of outliving their savings to learning the value of owning a home outright, they provide a candid look at the key decisions and preparations that made their early exit possible. Retirement brings its own set of...

Embark on a transformative journey with Scott and Rhonda as they share the intimate details of their early retirement adventures. From the emotional process of shifting from career-driven individuals to leisure-loving retirees, their story is a treasure trove of insights for anyone dreaming of clocking out for good ahead of schedule. They peel back the curtain on the financial strategies that enabled them to step confidently into this new chapter, and the lifestyle changes that keep them...

Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Unlock the mysteries of your Social Security benefits and learn how early retirement may reshape your financial horizon. We're peeling back the layers of those complex government booklets...

Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Ever feel like an early retirement is a distant dream clouded by financial fears and the 'what ifs' of life? Kick those mental roadblocks to the curb as we dissect the myths and realities...

Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today.  Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Are you ready to align your retirement with your core values and ensure financial peace of mind? We're here to help you navigate the complexities of early retirement planning, from...

We're peeling back the layers of an early retirement to reveal how stepping away can actually result in paying fewer taxes over the course of your lifetime and having more dollars at the end of the day in certain situations! But be careful - we'll discuss getting into the nitty-gritty of how those golden years can impact your Social Security benefits, especially if you haven't hit that magic number of 35 years in the workforce. It's a complex dance between maximizing your nest egg and...

An early retirement can be intimidating because you do NOT want to: 1) run out of money (obvious) 2) go back to work (you only want to retire ONCE) 3) wonder if your loved one's will be okay if something happens to you....and so much more. In today's episode Ari gives you the 10 things to avoid if you want to retire early with complete confidence. Enjoy! Create Your Custom Early Retirement Strategy Here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a...

In today's episode, Ari goes over 5 PRO tips from his clients who retired early with complete confidence (not worrying about going back to work or stressing about spending). You'll learn everything you need to know to retire early with total confidence. Create Your Custom Early Retirement Strategy Here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement. Start...

Imagine a life where money is important but doesn't overshadow the joy of living.  Yes - I post episodes every Monday (even on Christmas)! Level One - can you retire? Level Two - how MUCH can you spend in retirement? Level Three - are you going to be maximizing tax savings in retirement? We dive into each level in more detail so you can understand what you need to do to optimize your early retirement goals. Create Your Custom Early Retirement Strategy Here Ari Taublieb, CFP ®, MBA is the...

There's a lot of financial planning opportunities, but it's hard to keep track of it all. Make sure you're not leaving any money on the table in 2023! Here's the guide I mentioned in the episode: 2023 Year-End Checklist Create Your Custom Early Retirement Strategy Here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement. -> Create Your Custom Strategy To...

Create Your Custom Early Retirement Strategy Here Are you ready to master the art of early retirement? We're here to guide you on how to make your money work for you, revealing the secrets behind a successful early retirement. Through real-life stories, we shed light on the importance of having a well-rounded financial plan, as well as the potential pitfalls of retiring without one. We also delve into the significance of maintaining good health before and during retirement, providing...

Create Your Custom Early Retirement Strategy Here Ever imagined a life of comfort in your golden years, spending $10,000 a month after taxes? Well, buckle up as we debunk popular myths and instead introduce you to the 'guardrails approach' to retirement planning, emphasizing the need for a sustainable plan tailored to your individual needs. Toss aside those rigid figures and start focusing on variables such as social security, pensions, and desired spending to provide a personalized roadmap...