Home
cover of episode [Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement

[Client Story] - How To Remove Your Saving Mindset For REAL Success In Retirement

2023/10/30
logo of podcast Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

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

Frequently requested episodes will be transcribed first

Shownotes Transcript

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)Are you preserving your wealth or making the most out of it? Buckle up for a paradigm shift in retirement financing as we switch gears from successful saving to successful spending. We're all about maximizing your money so you get to enjoy the fruits of your labour without the fear of running out. We've got a strategy lined up to determine your spending limits and the five pillars that will guide your spending decisions. But that's not all — we're also looking at the importance of spending money on experiences and generosity to others. It's not just about the numbers; it's about a richer and more fulfilling lifestyle that's future-secure. We discuss how to spend money to improve your surroundings and introduce the concept of anti-cookie cutter retirement planning. Let's leave no room for regret or unspent millions — instead, let's create lasting memories and experiences. Prepare yourself for an exciting journey into financial wisdom.

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.