How Much Do You Need To Spend $6k/month in Retirement?
Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earlyretirement
Deciding how much you need to retire early can be tough, but this case study will help you decide. The video discusses a real-life case study to demonstrate the necessary portfolio management to support your retirement dreams.
It discusses the common concerns and misconceptions many face when considering early retirement, as well as doubts about market performance and tax bracket changes.
So, without any delay, Let's dive deep into it!
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Time Stamp
00:00 Intro
01:20 Introduction To Case Study
03:05 Cash Flow Planner
03:39 Finacial Goals Of Clients
05:25 Are They On Track With Their Goals?
07:05 Understand Your Trade-Offs
09:45 Are You Prepared For Uncertain Market Fluctuations?
11:03 Analysis of Relocating in Retirement
15:05 Summary/Conclusion
15:35 Work With Us
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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/early-retirement
eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/health-insurance
Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cash-flow-planner
Watch More Case Studies Here:
https://www.youtube.com/playlist?list=PL1jr2FTGos7eEOq0FCv-jRHq10AKqoiTk
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - https://www.instagram.com/earlyretirementari/
LINKEDIN - https://www.linkedin.com/in/aritaublieb/
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
