Video Description

Imagine a life where money is important but doesn't overshadow the joy of living. Yes - I post episodes every Monday (even on Christmas)! Level One - can you retire? Level Two - how MUCH can you spend in retirement? Level Three - are you going to be maximizing tax savings in retirement? We dive into each level in more detail so you can understand what you need to do to optimize your early retirement goals. Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Free Cash Flow Planner → https://root-financial-partners.ck.page/d17cd2634f 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.com/early-retirement FREE eBook: Complete Guide to HEALTH INSURANCE to Retire Early → https://rootfinancialpartners.com/health-insurance 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? 📣 Please like this video and tell us what you think! This feedback helps me create better content for you. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs ...................................................................................................................................... ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "DISCLAIMER:⚠️ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.