6 Things to Consider Before Retiring Early!

What's your plan for a successful EARLY retirement? Don't just retire early on paper. Retire early with confidence.

A successful retirement must cover a strategy for all aspects of your plan.

An investment portfolio is not a plan. A tax strategy is not a plan. You need purpose, income, tax, investment, security, etc.

Ask yourself how much you want to spend for a comfortable retirement and what you're planning on doing to create a retirement filled with fulfillment.

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

Interested in a custom strategy to retire early? →

Timestamps:
00:00 - Don't Retire On "Hope"
1:30 - No Rosy Pictures
3:46 - Withdrawal Optimization
6:35 - Having The RIGHT Plan
6:55 - Conservative, Redefined
9:44 - Pension/Equities
10:50 - Pension Example
13:46 - Estate Planning
16:19 - Summary of Six Tips

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📺 Watch my previous videos📺

🎬 5 Reasons To Retire Early Today

🎬 How To Optimize Portfolio Withdrawals

🎬 Don't Hire An Advisor ONLY Because They're A Fiduciary

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[stephaniet]

Way cool video Ari!! It made me think hard about 'purpose'!!

[donaldcedar]

I want to retire early. I'd like to at least fill the first tax bracket every year because not doing so seems silly. Trying to make sure you don't underconvert or overconvert your money into Roth is kinda tough.

[eleesawilmes]

I don’t even spend that much now and I’m still working

[davidfolts]

If you don't know where you're going, you may end up somewhere you don't want to be; plans help you avoid that...

[mrbuttons]

how much do i spend in retirement? it depends on how i want to live ... live like i did before (spend same amount as before retirement), less?, more? we shoot for the same amount including all living costs, vacations and charity donations we aim at $12k/month avg.

[donaldcedar]

The average people spend in retirement? I'm going to guess 25k/year.