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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Wondering if you should invest that windfall all at once or spread it out over time? Brace yourself as we dive deep into the pros and cons of lump sum investing versus dollar cost averaging. We'll discuss the real-life implications of each choice, using a case study of an actual client who had five different investment options, all based on the S&P 500. You'll understand the probabilities of positive returns for each method and acquire valuable insights on how to manage your portfolio to meet your financial goals. 

But money isn't just about numbers, right? It's also about emotions. Tune in to discover how the choices you make today - lump sum investment or dollar cost averaging - can impact your financial and emotional well-being during retirement. Hear an intriguing example that illustrates the different outcomes of the two strategies. And most importantly, learn why it's crucial to create a comfortable strategy and stick to it, mitigating potential risks and maximizing benefits. As a finale, we'll tackle a scenario on managing finances pre-retirement, helping you make intelligent financial decisions that cater to both your wallet and your peace of mind. So whether you're a seasoned investor or a newbie, there's something for everyone. Don't miss out!

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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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