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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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This Is The Danger Of Working One More Year: Goalpost Planning
Manage episode 451265102 series 2973839
Have you ever told yourself:
"I'm going to retire, but just one more year because markets are notdoing well"
"Once I hit $2M I'll retire, I mean it”
"Now soon as my kids graduate I'll retire"
Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their planning approach, examining the role of pensions, Social Security, and personal savings while addressing the challenges of the windfall elimination provision. Then, follow Ari's journey as he reconsiders his career path, contemplating a sabbatical and re-evaluating his retirement strategies. We discuss how he can tailor his investment portfolio to match his shifting goals and the importance of balancing immediate desires with long-term security. Join us to untangle the complexities of retirement planning and find the path that suits your unique lifestyle vision.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
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.
챕터
1. Goalpost Planning and Retirement Trade-Offs (00:00:00)
2. Income Sources in Retirement Planning (00:07:59)
3. Retirement Transition and Investment Allocation (00:16:04)
232 에피소드
Manage episode 451265102 series 2973839
Have you ever told yourself:
"I'm going to retire, but just one more year because markets are notdoing well"
"Once I hit $2M I'll retire, I mean it”
"Now soon as my kids graduate I'll retire"
Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their planning approach, examining the role of pensions, Social Security, and personal savings while addressing the challenges of the windfall elimination provision. Then, follow Ari's journey as he reconsiders his career path, contemplating a sabbatical and re-evaluating his retirement strategies. We discuss how he can tailor his investment portfolio to match his shifting goals and the importance of balancing immediate desires with long-term security. Join us to untangle the complexities of retirement planning and find the path that suits your unique lifestyle vision.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
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.
챕터
1. Goalpost Planning and Retirement Trade-Offs (00:00:00)
2. Income Sources in Retirement Planning (00:07:59)
3. Retirement Transition and Investment Allocation (00:16:04)
232 에피소드
كل الحلقات
×1 Behind The Scenes At Root: A Deep Dive Into Our Business 23:19
1 How Many Investment Firms Should I Split My Money Between? 21:31
1 How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 14:53
1 You Won't Believe How This Couple Retired Early With $500k+ 14:39
1 How Do I Invest To Create The Most Income In Retirement? 15:55
1 How Do I Know When I Can Retire Early (Not Work Forever)? 35:20
1 Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41
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