Case Study Announcement: Early Retirement (YouTube ONLY) - podcast episode cover

Case Study Announcement: Early Retirement (YouTube ONLY)

Sep 15, 20234 minEp. 146
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Episode description

-> CASE STUDY EARLY RETIREMENT
(Watch On YouTube Here)


Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> NEW eBook: Health Insurance For An Early Retirement

Dive headfirst into the world of early retirement as I share an enlightening case study of real clients on their journey to financial independence. It's a YouTube video that'll give you a deep understanding of the nuts and bolts of retiring early - the investments, the tax strategies, the spending habits, and the potential of part-time income. 

But that's not all - I'm super excited to unveil the upcoming guest episodes on the podcast. We'll be hosting health and insurance experts who will help us level up our knowledge. Your Monday mornings will never be the same as you start your week with useful information, curated to help you retire confidently, no matter what stage of life you're at. So, join the conversation, submit your queries, and suggest potential guests on earlyretirementpodcast.com - because we're in this journey together!

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.

Transcript

Speaker 0

This is a quick announcement for all of you to know that I'm listening . The reason that you're going to know that is because I'm telling you that I just did a video of a real case study of clients of mine that are indeed very real and they are on Tracks for Retire early .

This is a video , not a podcast , so what I'm doing right now is simply announcing to you to please go check out this case study of real people who are on Tracks for Retire early and how you can understand the moving pieces . So what if they invest better ? What if they do certain tax strategy ? What if they spend less ? What if they spend more ?

What if they retired earlier ? What if they did part-time income ? These are all the variables I talk about on the show and I'll keep doing my podcast so every Monday . I'm never going to stop .

I'm almost at three years or so now and I'm never going to stop because there will always be new ideas that come to me and you guys ask awesome questions , but the overwhelming majority is already . Can you go do a case study ?

And if you don't know my business partner , james Cannell , who's the host of the Ready for Retirement podcast I , of course , am the host of the early retirement podcast . We love helping people optimize their retirement One . Go check out his podcast , if you haven't already . I know a lot of you going . All right , I didn't even know that you guys were partners .

So , if you guys don't know , james and I are business partners and we are , of course , doing awesome work to help people retire early , but also just retire with confidence . So , no matter what stage you're at , if you are in your early 50s or if you're in your late 60s and you want to optimize what you're doing , that's what we love to do .

So all of this to say go to my YouTube channel . You'll see a link . I'll put it in all caps , so it's very nice and easy for you to go check that out . I could do a podcast on that , but the variables are , I think , just better to see visually for this case .

So I've got a bunch of new types of episodes coming out that I think you're going to resonate with , as most of you know , if you've been listening for some time , I know a lot of you are going yep , I've listened for a few years now . Awesome , I am going to start incorporating some guest episodes .

Okay , so I'm going to start having on a few health experts , some insurance experts . I want to take this to the next level and I want this to be the most helpful podcast . So every Monday , you're over the moon excited , not just hey , I'm going to get a few tax tips here . I feel like I need to listen to this so that my retirement is optimized .

No , I want this to be exciting . Now . I'm going to do my best . Maybe I can't make it as exciting as your favorite TV show , but my goal is to get it close to that . So I truly ask all of you to submit a question on my website , earlyretirementpodcastcom . If there's a guest that you already , this person will be great . Like , have them on the show .

I would love to hear you to go back and forth . If there's not a guest , because there's one topic you haven't touched on that I would just love for you to do . Whether it be hey , you know , have a client on and talk to me about how they made the decision to hire your firm or whatever it is . I want to hear it from you guys .

So , just making up ideas , but truly , you guys make this show so awesome . It's not me , I'm just taking what you guys want and then try to put it in a way that sounds like English here and I always come back to the point of this show is so that you have more confidence around your money and so that you worry less , not worry more .

I don't want you listening to go oh my gosh , there's a million things I should be doing I'm not doing . I want you to listen and go hey , I need to know what I'm on track for and if I should be worrying less because maybe I shouldn't be worrying about gas prices as much as I thought .

I don't like that prices are up , but I know I'm going to be okay . Maybe I shouldn't worry that if I do give my child $50,000 for a wedding , that I'm not going to have to worry about what that means for me in 30 , 40 years from now . Am I not going to be able to afford long-term care ? No , I don't want you having to worry .

My goal is that you worry less . Peace of mind is the overall goal here . So all of this to say quick announcement go into the description and you will see the link to that case study . If you guys have any questions or comments or anything at all , leave those in the YouTube comments and I will reply to all of those .

And then , of course , have a great weekend . I know a lot of you are listening to this announcement maybe not on the exact episode which is , of course , dropping today , friday September 15th , but wanted to make this video for you guys and hope that this is helpful .

So , once again , if you have any questions , drop them in the YouTube comments and look forward to hearing from you guys and hope , more than anything , that it's helpful .

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