Avoid These Portfolio Withdrawal Mistakes if You Want to Retire Early!

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement If retiring before the traditional age is one of your goals, understanding how to strategically manage your portfolio withdrawals is essential. Having a strategic layout for withdrawals is going to make your early retirement easy, but in today's video, I'll be sharing two key mistakes that early retirees must avoid! So, without any delay, Let's dive in! –––––––––––––––––––––––––––––– Time Stamp 00:00 A Real Life Scenario 00:49 How Much Can You Take out of Your Portfolio 01:20 What Are the Withdrawal Rules 01:48 Review of the Week From a Listener 03:16 The Reality of the 4% Rule 04:58 The Basics of the 4% Rule and Its Limitations 06:06 Issue No-1 06:57 Issue No-2 07:48 What are Required Minimum Distributions 08:59 A Real-Life Example for Better Understanding 11:35 Retirement Plan Has to Be Dynamic 12:40 Final Tip –––––––––––––––––––––––––––––– 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. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "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.