We Have Over $2 Million (Age 57) | How Much Can We Spend For An Amazing Retirement? FULL CASE STUDY

Video Description

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy With over $2 million saved, can you retire early at 57 and live your dream life? This in-depth case study breaks down real numbers, spending strategies, and retirement planning techniques to show how much you can comfortably spend without running out of money. Learn about healthcare costs, travel expenses, tax strategies, and more to secure your financial future! This is a REAL case study from someone in the community right now. I picked them at random. Want to get picked for the next case study? Head into the community (it's free) and let me know by responding to comments and explaining your situation. You must have your information in the early retirement academy so I can evaluate like you see in this video. –––––––––––––––––––––––––––––– Time Stamp 00:00 - Introduction to the Case Study 01:00 - Meet Brett and Family Details 02:30 - Asset Breakdown 05:00 - Retirement Goals & Expenses 07:30 - Healthcare & Long-Term Care Planning 10:00 - Investment Portfolio Review 13:00 - Mortgage Considerations 15:00 - Go-Go, Slow-Go, No-Go Travel Phases 17:00 - Income Sources in Retirement 20:00 - Tax Strategies & Roth Conversions 23:00 - Adjustments for Different Scenarios 25:00 - Final Recommendations & Key Takeaways –––––––––––––––––––––––––––––– 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. –––––––––––––––––––––––––––––– 📣 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. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "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.