This Is The Danger Of Working One More Year: Goalpost Planning

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

コンテンツは Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

3M ago 25:11

MP3•エピソードのホーム

Have you ever told yourself:
"I'm going to retire, but just one more year because markets are notdoing well"
"Once I hit $2M I'll retire, I mean it”
"Now soon as my kids graduate I'll retire"
Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their planning approach, examining the role of pensions, Social Security, and personal savings while addressing the challenges of the windfall elimination provision. Then, follow Ari's journey as he reconsiders his career path, contemplating a sabbatical and re-evaluating his retirement strategies. We discuss how he can tailor his investment portfolio to match his shifting goals and the importance of balancing immediate desires with long-term security. Join us to untangle the complexities of retirement planning and find the path that suits your unique lifestyle vision.

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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.