Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
297 episodes
4 days ago
Retirement doesn’t come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks. First, get clear on monthly spending (baseline needs + lifestyle wants). Then reverse-engineer your target by layering in taxes, a sensible withdrawal strategy, guaranteed income (Social Security, pensions), and the one-time costs people forget—like cars, remodels, weddings,...
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Retirement doesn’t come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks. First, get clear on monthly spending (baseline needs + lifestyle wants). Then reverse-engineer your target by layering in taxes, a sensible withdrawal strategy, guaranteed income (Social Security, pensions), and the one-time costs people forget—like cars, remodels, weddings,...
10 Questions To Ask Your Spouse So They Are Excited For Retirement
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
13 minutes
2 months ago
10 Questions To Ask Your Spouse So They Are Excited For Retirement
Struggling to get your spouse involved in retirement planning? You are not alone. Many financially-minded partners lose their spouse’s attention by jumping straight into 401(k) allocations or tax strategies. The result is glazed eyes and little engagement. This approach works differently. Start with powerful, open-ended questions that spark curiosity and connection. Ask things like “What does your perfect retirement day look like?” or “If we had to spend $150,000 this year, how would you want...
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Retirement doesn’t come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks. First, get clear on monthly spending (baseline needs + lifestyle wants). Then reverse-engineer your target by layering in taxes, a sensible withdrawal strategy, guaranteed income (Social Security, pensions), and the one-time costs people forget—like cars, remodels, weddings,...
