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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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Here's Why You Shouldn't Worry Regardless Of Who Is In Office
Manage episode 454616701 series 2973839
This episode should decrease your worries - using statistics (not opinions).
Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a financial advisor, part of my role is to guide you in distinguishing between genuine concerns and unnecessary noise. So, when the latest political upheaval comes up in conversation, you can rest assured with a robust and stress-free retirement plan. Listen in to find peace of mind and learn how to fortify your financial future, regardless of what lies ahead.
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 Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
245 episoder
Manage episode 454616701 series 2973839
This episode should decrease your worries - using statistics (not opinions).
Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a financial advisor, part of my role is to guide you in distinguishing between genuine concerns and unnecessary noise. So, when the latest political upheaval comes up in conversation, you can rest assured with a robust and stress-free retirement plan. Listen in to find peace of mind and learn how to fortify your financial future, regardless of what lies ahead.
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 Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
245 episoder
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1 How To Plan For Big One-Time Expenses Before You Retire 18:06

1 How To Remove "Headtrash" and Spend In Retirement Without Worrying 24:22

1 Behind The Scenes At Root: How Do We Select Our Advisors? 25:27

1 5 Questions To Ask When Interviewing A Financial Advisor 29:40

1 Retire in Style: The 4 States That Offer the Best Bang for Your Buck 16:13

1 Retirement Planning With Guaranteed Income (Pension, Social Security, Rental Income, etc.) 17:42

1 Step-by-Step Guide To Withdrawing Retirement Income 17:27

1 The True Value Of A Debt-Free Retirement (Should I Pay Off My Mortgage?) 14:38

1 How Do We Build The Best Team In The Financial Industry? 24:48

1 How Does Root Differ From Traditional Financial Firms? 27:41

1 Root's New Community Is Coming! (EXCITING UPDATE) 15:49

1 How Much Should I Be Saving To Retire Early? 15:30


1 You Don't Need A Tax Preparer. You Need A Tax Planner. 15:42

1 Behind The Scenes At Root: A Deep Dive Into Our Business 23:19
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