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In this video, I'll guide you through three essential steps to building a personalized investment portfolio.

It is important to understand different retirement expenses over time, including healthcare, travel, and home renovations.

Using reallife examples and hypothetical scenarios, I will illustrate how to plan for multiple income sources to optimize your financial strategy for early retirement and longterm wealth management.

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Time Stamp
00:00 Intro
00:33 Why I Don't Love 60/40 or 70/30 Rule
01:10 Overview of All The Steps
02:15 Starting With Case Study
04:22 Know What Is The Average Market Downturn
06:14 Another Example
07:59 Level 3
10:15 Most People Make This Mistake
11:42 Downturns & How Often They Occur
13:09 Understanding Asset location
13:59 Summary
14:47 Work With Us

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PODCAST https://earlyretirementpodcast.com/
INSTAGRAM   / earlyretirementari  
LINKEDIN   / aritaublieb  

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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:⚠

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.