Hellow guys, Welcome to my website, and you are watching I Have $500k. Can I Retire Early? [Case Study]. and this vIdeo is uploaded by Ari Taublieb, CFP® at 2024-06-03T15:30:03-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | I Have $500k. Can I Retire Early? [Case Study] |
| Video Uploader | Video From Ari Taublieb, CFP® |
| Upload Date | This Video Uploaded At 03-06-2024 22:30:03 |
| Video Discription | 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 Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Explore financial freedom in this engaging case study as we explore the story of a 40-year-old with over $500,000 in assets. Discover whether and when work can become optional, examining different wealth levels and strategies tailored to personal finance goals. This video will guide those who want to retire early and provide valuable insights and real-life applications of necessary principles to achieve the desired goal. –––––––––––––––––––––––––––––– Time Stamp 00:00 - Introduction to the case study 00:14 - Audience request for case studies for late 30s and early 40s 00:47 - Access to software for planning 01:18 - Introduction of the couple: John and Rebecca, both 39, with a 14-year-old child 02:01 - Assets and net worth breakdown 03:20 - Retirement goals and base case scenario 04:30 - College planning and expenses 05:40 - Income and savings strategy 07:00 - Retirement planning scenarios 08:30 - Adjusting retirement age and spending plans 10:10 - Consulting income and its impact on retirement plans 12:00 - Summary and invitation to join Early Retirement Academy –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/early-retirement eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/health-insurance Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cash-flow-planner 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:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only. |
| Category | People & Blogs |
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