The 3 Levels Of An Early Retirement | What Level Are YOU At?

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

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
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.

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.

فصل ها

1. Levels of Retirement Planning (00:00:00)

2. The Hazards of Obsessing Over Money (00:07:39)

3. Determining Retirement Readiness and Withdrawal Rates (00:11:36)

4. Levels of Spending and Tax Optimization (00:18:56)

5. Retirement Show - Questions, Rate, Review (00:27:58)