cover of episode Where Should I Withdraw Money From First In Retirement?

Where Should I Withdraw Money From First In Retirement?

2024/7/1
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)

Shownotes Transcript

Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way.

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.