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In the video, I will discuss the importance of personalized asset allocation and asset location for early retirement planning.

A onesizefitsall approach doesn't work, as individual financial situations vary greatly; while some may comfortably allocate 100% to equities, others might need a more conservative mix.

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Time Stamp
00:00 Intro
00:09 Starting with an example
01:39 Important information about asset allocation
05:25 Example of Roth IRA or Roth 401k
06:07 Continuing with the milliondollar example
10:47 Better example illustration
12:39 Another example used
14:04 Understanding the amount needed
14:41 Importance of personalized asset allocation
17:21 Example of different financial scenarios

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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.