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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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7 Things To Optimize Your Finances Before Year-End (Checklist)
Manage episode 390179457 series 2973839
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
There's a lot of financial planning opportunities, but it's hard to keep track of it all.
Make sure you're not leaving any money on the table in 2023!
Here's the guide I mentioned in the episode: 2023 Year-End Checklist
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.
Chapters
1. 7 Things To Optimize Your Finances Before Year-End (Checklist) (00:00:00)
2. Year-End Financial Checklist for Retirement Planning (00:00:02)
3. Understanding RMDs, Aggregation, and Tax Planning (00:08:12)
4. No-Brainer and Charitable Tax Strategies (00:14:27)
5. Early Retirement Podcast and Personal Journey (00:25:15)
200 episodes
Manage episode 390179457 series 2973839
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
There's a lot of financial planning opportunities, but it's hard to keep track of it all.
Make sure you're not leaving any money on the table in 2023!
Here's the guide I mentioned in the episode: 2023 Year-End Checklist
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.
Chapters
1. 7 Things To Optimize Your Finances Before Year-End (Checklist) (00:00:00)
2. Year-End Financial Checklist for Retirement Planning (00:00:02)
3. Understanding RMDs, Aggregation, and Tax Planning (00:08:12)
4. No-Brainer and Charitable Tax Strategies (00:14:27)
5. Early Retirement Podcast and Personal Journey (00:25:15)
200 episodes
All episodes
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