Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
298 episodes
17 hours ago
Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live. In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers. Here’s what we cov...
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Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live. In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers. Here’s what we cov...
What's The Average 401(k) Balance At My Age? Am I On Track?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
12 minutes
2 months ago
What's The Average 401(k) Balance At My Age? Am I On Track?
Think you know how much people save for retirement? The median American over 65 has just $100,000 saved, yet the average household spends $57,000 a year in retirement, with $20,000 going to housing alone. The math doesn’t work. At Root Financial, most clients retire with $2–3M and plan to spend $100K–$200K annually. That’s not about bragging. It’s a reminder that if you’re here, you’re likely already thinking beyond the basics. Rules like “save 10%” or “withdraw 3%” don’t fit everyone. The di...
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live. In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers. Here’s what we cov...
