The Complete Guide To An Early Retirement : A Step-by-Step Process

Everything you need to know to retire before age 65.
Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
Interested in a custom strategy to retire early? →
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eBook: The Complete Guide To An Early Retirement (FREE)→
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eBook: The Complete Guide To Health Insurance (FREE)→
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Early Retirement Expense Calculator (FREE) → rootfinancialpartners.com/cas...
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.
⭐ Please comment below when you're planning to retire and what you are most excited to start spending more time on when you retire ⭐

[@matthewbell9683]

Wonderful job on your videos. Battling the “one more year” is the hardest thing when considering retirement. That leap of faith is always a struggle.

[@earlyretirementari]

Thane you !

[@delayedgratification581]

More Roth conversion in down market is brilliant!

[@earlyretirementari]

Thank you!

[@markb8515]

Thanks Ari for all the valuable information....another great video!

[@montoriabryan167]

I was searching FIRE and you came up. So happy you did! My husband and I are 27/28. This is sobering information but also gives me a new view of what early retirement can look like

[@earlyretirementari]

That’s why I do it!

[@miragexl007]

health insurance Dealing with Health cost when retiring early! That's what I wanna hear more about

[@earlyretirementari]

Health Insurance For Early Retirement! (All You Need to Know)
ua-cam.com/video/BykvoxJEWGo/v-deo.html

[@Pje3ski]

It is good to do Roth conversions when the market is down.

[@jg2611]

Have enough income/cash til you can withdraw from retirement accts without penalty until you can drw social security. Figure out whether this is enough income (in all 3 stahes)

[@Namlange70]

Thanks. Excellent information.

[@earlyretirementari]

Glad it was helpful!

[@jasonwills6694]

Thanks for the great video

[@earlyretirementari]

Glad you enjoyed it

[@jeffreydc6788]

Great information!! Thank you!!

[@earlyretirementari]

You are so welcome!

[@alanwong8307]

Very insightful

[@earlyretirementari]

I’m so glad!

[@OHDANB]

Hi again from Cleveland, Ari. Perhaps a very odd question, but here goes. I retired in 2017 at age 53 and have based my withdrawal strategy on the value of my portfolio when I retired. My portfolio has grown significantly since 2017. I'm guessing portfolio withdrawal rates should actually be based on current account values, and adjusted as necessary through market fluctuations?
And to follow up on a previous message exchange we shared, I am paying myself a bit more this year and next from the sale of a portion of my taxable account. I'm taking a "hit" by losing my ACA subsidy this year, (a bit of a mental hurdle for sure), but trying to give myself permission to spend some more money on travel and life experiences.
Appreciate your content as always. Thanks.

[@earlyretirementari]

Your correct 👍🏻 and I’m glad you’re spending more not just chasing subsidy

[@robnelson6545]

Make sure then you also adjust some if your portfolio goes down

[@richdewitt760]

Ari, good video again. Please on a future video share your opinion about using cash equivalent bucket and/or also a Fixed income bucket to solve for sequence of return risks with equities. So one hopefully never has to draw from stocks if market is down. Rich

[@earlyretirementari]

Great idea! Will surely make a video on that!

[@frankwilkinsii8977]

​@earlyretirementari If you do a video on the bucket strategy, will it focus on using the buckets as years of income? Like a 3, 5, and 10 year bucket set up. Thanks

[@earlyretirementari]

Will do!

[@mrbuttons2065]

Another great video, Ari. I watch so many of your videos and apply them to my retirement planning. We are 1-2 years out for early retirement (

[@luzcamacho2050]

Great information. Always enjoy and learn from your videos. Thank you for helping us understand what we need to do and preparing for our five year plan. We are working on growing our emergency fund and paying off as much debt as possible to get it where social security will govern 75-80 percent of our expenses.

[@jacobside2656]

If you're doing any work for someone else, you're working, not retired.

[@cperryisnow]

Cash + brokerage account to make it to “rule of 55” or 59 1/2 and then cover $$ to SS age (whatever that may be)

[@josephjuno9555]

Taking a Trial Separation with my money?

[@shawnatraill7927]

❤

[@70qq]

🤘