Interested in a custom strategy to retire early? →
https://vwo3759x8i7.typeform.com/earlyretirement
Determining the exact amount needed for early retirement isn't easy, but there are essential steps.
In today's video, I will discuss the necessary amount in your portfolio to fully enjoy your early retirement, whether your monthly budget is $6,000, $8,000, or $10,000.
I will also help you anticipate retirement expenses and how different income streams influence your goal.
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Time Stamp
00:10 Intro
00:58 Retirement Simple Analogy
02:05 Balancing between Aggressiveness and Conservativeness
03:05 Real Case Study
05:11 Considering Multiple Options Based on Your Retirement Goals
06:30 Discussing the Retirement Smile Spending Pattern
10:20 Conclusion/Summary
11:00 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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📣 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.
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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.
