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Do We Have Enough To Retire Early (Age 50)?

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... Join the community here → https://ari-taublieb.mykajabi.com/the... If you're wondering whether you can retire at 50, this real-life case study will help you see what's truly possible. In this video, I break down the numbers, retirement projections, tax strategies, healthcare planning, and key decisions for a couple with over $7 million in net worth. I'll use detailed financial planning software to walk you through their early retirement goals and the risks and opportunities they face. Whether you have $500k or $5 million, the core principles we explore here will apply to your journey, too. This is one of the most practical and eye-opening retirement breakdowns I've ever done. Don't miss it if you're serious about early retirement. –––––––––––––––––––––––––––––– Time Stamp 00:00 – Intro to Case Study 02:10 – How to Find a Case Study That Matches Your Situation 03:20 – Case Study Source: Early Retirement Academy Members 05:05 – Planning Psychology: Don’t Compare Your Numbers Blindly 06:25 – Retirement Spending Assumptions & Tax Implications 07:20 – Healthcare Costs Before Medicare 08:00 – Relocation Planning: Financial or Lifestyle Driven? 08:55 – Income & Gifting Goals: What’s Missing? 10:00 – Current Income & Simple Case Variables 12:15 – What’s Missing? The Superhero (Brokerage) Account 13:35 – Net Worth Breakdown & Roth Conversion Opportunities 16:10 – Retirement Date Impact vs Investment Growth 17:00 – Goalpost Planning: Are You Falling Into That Trap? 20:00 – Final Thoughts & How to Use the Same Software –––––––––––––––––––––––––––––– 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.