5 Questions To Ask Yourself Before You Retire (From My Clients)

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary). Interested in a custom strategy to retire early? β†’ https://vwo3759x8i7.typeform.com/earlyretirement 00:00 - Timestamps 00:15 - IRMAA Surcharges 00:45 - Vacuum Planning 1:06 - Provisional Income 1:44 - What Account To Pull From First? 2:46 - Analysis Paralysis is Real 3:12 - How Much Can I Withdraw? 3:38 - Optimizing Withdrawals 3:52 - Part-Time Income Are you worried about your retirement income strategy? In this enlightening video, Ari Taublieb, the host of The Early Retirement podcast, addresses some common questions and offers valuable insights to help you navigate your retirement planning. From understanding Irma surcharges on Medicare premiums to optimizing your Social Security benefits, Ari provides practical advice backed by years of experience. Discover the best accounts to pull income from, whether it's a Roth IRA, IRA, 401k, or brokerage account, to minimize tax implications. Ari emphasizes the importance of keeping your income as low as possible to maximize your tax planning and safeguard your financial future. Don't let the fear of pulling income hold you back; Ari shows you how to efficiently meet your needs and create a comprehensive retirement income strategy. So, if you're ready to retire early and get more life out of your money, don't miss this insightful video! Leave your questions in the comments section, and Ari will be happy to address them in future videos. Start planning your retirement today with the guidance of The Early Retirement podcast and the experts at Root. Don't miss out on this opportunity to secure your financial freedom! Most Important Photos You'll Ever See If You Want To Have Success In Retirement β†’ https://www.dropbox.com/s/40lis7bjblcqlwx/The%20Regret%20Gap.pdf?dl=0 FREE eBook: A Complete Guide To An Early Retirement β†’ https://rootfinancialpartners.lpages.co/earlyretirementcompleteguide/ FREE eBook: Complete Guide to HEALTH INSURANCE to Retire Early β†’ https://root-financial-partners.ck.page/749fadd4c5 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? πŸ“£ Please like this video and tell us what you think! This feedback helps me create better content for you. –––––––––––––––––––––––––––––– πŸ“£ Are you taking advantage of tax planning? Make sure you don't pay a dime more in taxes than you need to. Learn all tax tips to make sure you're not leaving money on the table. πŸ‘‰ Subscribe to our channel and press the bell icon. ⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs ...................................................................................................................................... ⏰ SCHEDULE ⏰ - Podcasts on Monday @ 9:00am PST - Videos on Saturday @ 12:00pm PST πŸ“Ί Watch my previous videosπŸ“Ί 🎬 5 Reasons To Retire Early Today https://www.youtube.com/watch?v=F7Az2wj-HXI&t=52s 🎬 How To Optimize Portfolio Withdrawals https://www.youtube.com/watch?v=j6JaQom9i6I&t=7s 🎬 Don't Hire An Advisor ONLY Because They're A Fiduciary https://www.youtube.com/watch?v=VOnkPIaKVvc -------------------------------------------------------------------------------------------------------------------------------- ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "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 that I solely 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 is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. ⭐ Thank you for supporting the channel and for watching this video ⭐