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