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

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

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).
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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.

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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.

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1. Successful Spending in Retirement (00:00:00)

2. Spending, Giving, and Improving (00:10:15)