5 Steps To Optimize Your Money

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Optimize your money! These are the 5 steps to optimize your money.

Timestamps:
00:00 - Introduction
2:12 - What Are You On Track For?
2:35 - Health Considerations
4:12 - FIRE Movement
5:22 - Investing & Saving More
6:16 - "I Don't Know What I Don't Know"
7:39 - Create Your Goals
9:22 - The Risk of OVERSAVING
11:41 - Investing For YOUR Goals
13:22 - How To Hire A Planner
14:28 - Momentum Over Speed
15:00 - Working With Us

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Lead Financial Planner (Fiduciary).

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🎬 Why I Tell Clients To Spend More Money

🎬 My "Why" - Undisciplined Wealth

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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.
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