Скачать с ютуб This Is The Master Checklist I Have Clients Review Before They Retire Early в хорошем качестве

This Is The Master Checklist I Have Clients Review Before They Retire Early

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to this checklist and the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... LIMITED TIME → 90-Minute Power Planning Session With Me (Must be enrolled in Early Retirement Academy): https://ari-taublieb.mykajabi.com/off... In This Episode, I provide a detailed plan for a seamless retirement planning. Based on real client feedback, my checklist covers essential areas such as retirement timing, financial independence, family goals, and more. I emphasize the importance of detailed planning and modeling various financial scenarios to avoid overlooking critical elements. The checklist also highlight the significance of having an appropriate emergency fund, and effective assets allocation. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:00 Overview of the Master Checklist 01:15 Early Retirement Academy 02:30 Achieving Finacial Independence 03:49 Do You Want to Save for Family Milestones/Family Goals A 05:47 Asset and Debts Goals 07:47 What Is the Sleep Number for Retirement 09:20 Healthcare and Insurance 11:55 Considering Lifestyle Goals 13:50 Client Case Study 14:08 Estate Planning & Wealth Transfer 14:59 Introducing the Flowchart 16:10 Summary/Conclusion 16:42 Take Advantage of Early Retirement Academy 17:00 Work With Us –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "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 I 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 are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.