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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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Where Should I Withdraw Money From First In Retirement?
Manage episode 426550681 series 2973839
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.
Chapter
1. Retirement Withdrawal Strategy (00:00:00)
2. Managing Retirement Portfolio Withdrawals (00:05:01)
3. Maximizing Retirement Savings Strategies (00:16:10)
4. Early Retirement Podcast Submission Instructions (00:25:18)
210 episode
Manage episode 426550681 series 2973839
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.
Chapter
1. Retirement Withdrawal Strategy (00:00:00)
2. Managing Retirement Portfolio Withdrawals (00:05:01)
3. Maximizing Retirement Savings Strategies (00:16:10)
4. Early Retirement Podcast Submission Instructions (00:25:18)
210 episode
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