How Much Can We Spend In Retirement With $4 Million? (REAL Case Study)!
Автор: Ari Taublieb, CFP®
Загружено: 2025-02-16
Просмотров: 19325
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.

Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке: