5 Steps To Create A Portfolio for Lifetime Income!

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In this video, we'll go over the insights on building a portfolio that ensures lifetime income, particularly for those considering early retirement.

We'll emphasize on the importance of not running out of money but also not dying with too much, allowing us to maximize the retirement income while still having health and energy.

The video covers the significance of diversification, the impact of market downturns, and how to balance equities and fixed income to create a stable retirement income stream.

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Time Stamp
00:00 Introduction
01:41 Comment highlights and discussion
03:17 Building the correct portfolio for lifetime income
06:51 Portfolio examples
09:09 Importance of diversification
12:45 Impact of different portfolios over time
15:36 Real-life client example
17:30 Worst case scenarios and preparing for downturns
19:21 Final thoughts and recommendations

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.