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Are you nearing retirement with a significant portion of your wealth tied up in a single stock, wondering how to navigate the complexities of diversification, tax implications, and ensuring a financially secure retirement? Join Ari Taublieb, Vice President at Root Financial and host of The Early Retirement podcast, as he discusses a comprehensive case study that sheds light on these critical questions in today’s video.


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Time Stamp

00:00 Introduction
01:20 Introduction to the Case Study
03:48 Find out if you are on Track for Your Retirement Goal
05:42 Level 1 Are You in a Good Spot?
05:54 What Else Can You Optimize?
06:53 Quantifying the TradeOffs
07:42 What Could Be the Worst Case Scenario?
09:25 How Much Risk We Are Willing to Take for Potential Returns
10:50 Analysis of Portfolio Performance
12:02 Level 2 Can You Retire if Market Is Going Down
13:13 Make the Most Out of Your Portfolio
14:52 The Importance of Tax Planning in Early Retirement
15:20 Summary
15:40 Work With Us



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eBook: The Complete Guide To An Early Retirement (FREE)→
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PODCAST https://earlyretirementpodcast.com/
INSTAGRAM   / earlyretirementari  
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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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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.

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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.