Where To Invest Extra Savings After Maxing Your 401(k)?
If you are investing well, you may be maxing out your 401(k). You may not need to continue saving. Adding new dollars isn't nearly as beneficial as investing the right way when you have a healthy portfolio balance.
Knowing how to deploy additional funds beyond this can be integral for an early retirement.
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? →
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Most Important Photos You'll Ever See If You Want To Have Success In Retirement → https://www.dropbox.com/s/40lis7bjblcqlwx/The%20Regret%20Gap.pdf?dl=0
FREE eBook: A Complete Guide To An Early Retirement → https://rootfinancialpartners.lpages.co/earlyretirementcompleteguide/
FREE eBook: Complete Guide to HEALTH INSURANCE to Retire Early → https://root-financial-partners.ck.page/749fadd4c5
Timestamps:
00:00 - Introduction
00:35 - Holistic Planning
00:50 - Brokerage Account Investing
1:36 - 60 with a 401(k) of $1M
2:28 - When To STOP Saving
3:48 - 3 Examples
4:15 - Person 1
5:10 - Person 2
6:14 - Person 3
8:26 - Volatility Of Funds
9:43 - Safe Asset NEEDS
10:25 - Summary
PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM - https://www.instagram.com/earlyretirementari/
LINKEDIN - https://www.linkedin.com/in/aritaublieb/
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📺 Watch my previous videos📺
🎬 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
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