Here's How To View Real Estate As Part Of Your Retirement Strategy

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 23:02

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Real estate can be a wonderful investment, but don't let your net worth trick you.
Many clients want to downsize and then determine they love their home and don't want to move.
Understand the role of your home in relation to your overall financial strategy.
In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.

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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.