cover of episode How to Create a Holistic Financial Strategy

How to Create a Holistic Financial Strategy

2023/7/10
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)

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Shownotes Transcript

In today's episode of the Early Retirement Podcast, Ari discusses how to coordinate your portfolio with other income sources to retire early. 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)

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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.