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

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

Explore financial freedom in this engaging case study as we explore the story of a 40yearold with over $500,000 in assets.

Discover whether and when work can become optional, examining different wealth levels and strategies tailored to personal finance goals.

This video will guide those who want to retire early and provide valuable insights and reallife applications of necessary principles to achieve the desired goal.

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Time Stamp
00:00 Introduction to the case study
00:14 Audience request for case studies for late 30s and early 40s
00:47 Access to software for planning
01:18 Introduction of the couple: John and Rebecca, both 39, with a 14yearold child
02:01 Assets and net worth breakdown
03:20 Retirement goals and base case scenario
04:30 College planning and expenses
05:40 Income and savings strategy
07:00 Retirement planning scenarios
08:30 Adjusting retirement age and spending plans
10:10 Consulting income and its impact on retirement plans
12:00 Summary and invitation to join Early Retirement Academy

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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

eBook: The Complete Guide To Health Insurance (FREE)→
https://rootfinancialpartners.com/hea...

Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

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.