7 Steps To Check Off Before Retiring Early

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

Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations.
• Evaluating how much money you truly need for retirement
• Contemplating your work status during retirement
• Identifying alternative income sources for financial stability
• Adjusting your savings strategy to ensure flexibility
• Determining how much you want to leave behind for heirs
• Exploring different investment approaches and risk levels
• Defining personal success and fulfillment in retirement
If you have a question that you want answered in a future episode, you can always go to my website, earlyretirementpodcast.com.

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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. Seven Steps to Early Retirement (00:00:00)

2. Retirement Planning (00:06:19)