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Are you in your early 50s and have saved $2 million?
Find out how soon you can retire while fulfilling your lifestyle and travel goals!
In this video, I'm sharing an analysis of a client's case study. We were looking for the best way to retire early in the 50s with a $2 million portfolio.
We explored key aspects, from healthcare costs to investment strategies, tax planning, and optimizing expenses.
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Time Stamp
00:00 Intro
01:20 Backstory and Context For Case Study
04:00 Maxing Out 2 IRAs
07:25 How Early Can I Retire With Confidence
10:05 Analyzing the Impact of Different Investment Strategies
14:42 How Much Do You Guys Want to Spend
16:00 Diversifying Investments Across Different Accounts
17:25 How Much Is Really Enough?
20:00 Summary
20:28 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
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 to use from its creators. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
