Популярное

Музыка Кино и Анимация Автомобили Животные Спорт Путешествия Игры Юмор

Интересные видео

2025 Сериалы Трейлеры Новости Как сделать Видеоуроки Diy своими руками

Топ запросов

смотреть а4 schoolboy runaway турецкий сериал смотреть мультфильмы эдисон
dTub
Скачать

How Much Can We Spend In Retirement With $4 Million? (REAL Case Study)!

Автор: Ari Taublieb, CFP®

Загружено: 2025-02-16

Просмотров: 19325

Описание:

Interested in a custom strategy to retire early?
→ https://vwo3759x8i7.typeform.com/earl...

Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear...

This couple has a net worth of $6 million, but are they financially ready to retire early?

This in-depth case study analyzes their investments, spending plans, tax strategies, and potential pitfalls.

Find out how much they can safely withdraw, whether they should sell their rental property, and if their Social Security timing is right.

Don't miss these critical retirement planning insights!

––––––––––––––––––––––––––––––
Time Stamp
00:00 - Introduction to the Case Study
01:57 - Financial Snapshot
05:32 - Are They Ready to Retire?
07:56 - Common Investment Mistakes
11:04 - Why Roth Conversions Matter
14:30 - Real Estate Strategy
17:42 - Social Security Timing
21:08 - Avoiding High Taxes in Retirement
25:15 - Final Recommendations & Action Steps

––––––––––––––––––––––––––––––
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:⚠️

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.

How Much Can We Spend In Retirement With $4 Million? (REAL Case Study)!

Поделиться в:

Доступные форматы для скачивания:

Скачать видео mp4

  • Информация по загрузке:

Скачать аудио mp3

Похожие видео

array(10) { [0]=> object(stdClass)#5982 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "qvjAPxduf3M" ["related_video_title"]=> string(75) "You're Not Behind | Why You Don’t Always Need More Than $2M To Retire" ["posted_time"]=> string(25) "4 месяца назад" ["channelName"]=> string(19) "Ari Taublieb, CFP®" } [1]=> object(stdClass)#5955 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "RTdpWqTFvpE" ["related_video_title"]=> string(60) "Why $1.5M Is Enough To Retire If You Want To Spend Like This" ["posted_time"]=> string(24) "19 часов назад" ["channelName"]=> string(19) "Ari Taublieb, CFP®" } [2]=> object(stdClass)#5980 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "E-ywd5W5ctU" ["related_video_title"]=> string(72) "Step-By-Step Guide to Tax-Efficient Retirement Withdrawals In Retirement" ["posted_time"]=> string(25) "4 месяца назад" ["channelName"]=> string(19) "Ari Taublieb, CFP®" } [3]=> object(stdClass)#5987 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "L_cLbE82-yc" ["related_video_title"]=> string(77) "After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why..." ["posted_time"]=> string(25) "2 недели назад" ["channelName"]=> string(24) "Retire with Julia, CFP®" } [4]=> object(stdClass)#5966 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "rHJrM8ixAIM" ["related_video_title"]=> string(67) "How Much Can We Expect to Spend in Retirement with a $4M Portfolio?" ["posted_time"]=> string(23) "1 месяц назад" ["channelName"]=> string(19) "James Conole, CFP®" } [5]=> object(stdClass)#5984 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "8WpDaGnqTlI" ["related_video_title"]=> string(70) "How Much Can We Spend With $3 Million In Retirement? (REAL Case Study)" ["posted_time"]=> string(27) "7 месяцев назад" ["channelName"]=> string(19) "Ari Taublieb, CFP®" } [6]=> object(stdClass)#5979 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "m6TpQWaoUsA" ["related_video_title"]=> string(52) "The PERFECT Retirement Tax Plan (Step by Step Guide)" ["posted_time"]=> string(25) "2 недели назад" ["channelName"]=> string(50) "Retire Confidently | Anthony Saffer & Alex Okugawa" } [7]=> object(stdClass)#5989 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "w5K4DRqPf8A" ["related_video_title"]=> string(61) "Your Top Questions About Roth Conversions - Answered! - Ep 37" ["posted_time"]=> string(19) "2 дня назад" ["channelName"]=> string(25) "Christian Cyr, CPA, CFP®" } [8]=> object(stdClass)#5965 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "0M1wKHMnDQ0" ["related_video_title"]=> string(62) "80% of Retirees Make This RMD Mistake. Here's How To Avoid It." ["posted_time"]=> string(22) "10 дней назад" ["channelName"]=> string(19) "Ari Taublieb, CFP®" } [9]=> object(stdClass)#5983 (5) { ["video_id"]=> int(9999999) ["related_video_id"]=> string(11) "NA-IHhAlqvc" ["related_video_title"]=> string(87) "We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?" ["posted_time"]=> string(23) "1 месяц назад" ["channelName"]=> string(19) "James Conole, CFP®" } }
You're Not Behind | Why You Don’t Always Need More Than $2M To Retire

You're Not Behind | Why You Don’t Always Need More Than $2M To Retire

Why $1.5M Is Enough To Retire If You Want To Spend Like This

Why $1.5M Is Enough To Retire If You Want To Spend Like This

Step-By-Step Guide to Tax-Efficient Retirement Withdrawals In Retirement

Step-By-Step Guide to Tax-Efficient Retirement Withdrawals In Retirement

After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why...

After 6 Months, This Retiree’s Plan Completely Collapsed. Here's Why...

How Much Can We Expect to Spend in Retirement with a $4M Portfolio?

How Much Can We Expect to Spend in Retirement with a $4M Portfolio?

How Much Can We Spend With $3 Million In Retirement? (REAL Case Study)

How Much Can We Spend With $3 Million In Retirement? (REAL Case Study)

The PERFECT Retirement Tax Plan (Step by Step Guide)

The PERFECT Retirement Tax Plan (Step by Step Guide)

Your Top Questions About Roth Conversions - Answered! - Ep 37

Your Top Questions About Roth Conversions - Answered! - Ep 37

80% of Retirees Make This RMD Mistake. Here's How To Avoid It.

80% of Retirees Make This RMD Mistake. Here's How To Avoid It.

We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

We have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

© 2025 dtub. Все права защищены.



  • Контакты
  • О нас
  • Политика конфиденциальности



Контакты для правообладателей: [email protected]