6 Things to Consider Before Retiring Early!

What's your plan for a successful EARLY retirement? Don't just retire early on paper. Retire early with confidence.

A successful retirement must cover a strategy for all aspects of your plan.

An investment portfolio is not a plan. A tax strategy is not a plan. You need purpose, income, tax, investment, security, etc.

Ask yourself how much you want to spend for a comfortable retirement and what you're planning on doing to create a retirement filled with fulfillment.

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary).

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Timestamps:
00:00 - Don't Retire On "Hope"
1:30 - No Rosy Pictures
3:46 - Withdrawal Optimization
6:35 - Having The RIGHT Plan
6:55 - Conservative, Redefined
9:44 - Pension/Equities
10:50 - Pension Example
13:46 - Estate Planning
16:19 - Summary of Six Tips

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📺 Watch my previous videos📺

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   • Don't Hire An Advisor Solely Because ...  

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