Show Notes

Ari Taublieb, 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 (non-traditional retirement).

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Ever dreamt of retiring early? Ever pondered the difference between merely investing and investing with intention? This episode will take you through the fascinating journey of financial independence and early retirement, guided by our guest, John, a client who has walked this path. Discover the compelling power of compound growth, and how a modest 1% increase can dramatically alter your financial future. We also compare and contrast investing in small companies versus small value companies, divulging that the right choice can result in significantly higher returns.

Retirement might seem like a daunting prospect, especially if you're unsure about your savings or facing financial constraints. In this episode, we lay out strategies to make early retirement a viable option. Learn about lifestyle adjustments, the importance of avoiding burnout, and how a part-time income can bolster your financial plan. John's experience and insights provide a real-life blueprint for living within your means and calculating your necessary retirement expenses. So brace yourself for practical tips and strategies to achieve financial independence and plan for an early retirement.

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PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

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