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

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

Innhold levert av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

3M ago 23:02

MP3•Episoder hjem

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.

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.

Kapitler

1. Retirement Planning and Home Value (00:00:00)

2. Real Estate as Retirement Asset (00:06:15)

3. Personalized Retirement Planning Options (00:14:24)

4. Early Retirement Podcast Submission Guidelines (00:22:16)

211 episoder

#Trading #Entrepreneur #Business #Investing #Retirement Planning #pAri Taublieb #Careers #MBA - Early Retirement Specialist (Financial Freedom #Retirement #Early Retirement #Personal Finances #Stock Investing #Real Estate Investing #Save On Taxes