Easy way to get 15 free YouTube views, likes and subscribers
Get Free YouTube Subscribers, Views and Likes

I'm 50 with $1 Million | Can I Retire Early? [Case Study]

Follow
Ari Taublieb, CFP®

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://aritaublieb.mykajabi.com/ear...

In this video, I will review a case study of a couple with $1 million in their 50s.

I will use detailed financial models to show how varying retirement ages and monthly spending affect their financial future.

We'll stress the importance of accounting for additional expenses like travel and healthcare and suggest considering parttime work postretirement, which can assist in achieving a better and more sustainable early retirement.

––––––––––––––––––––––––––––––
Time Stamp
00:00 Introduction
00:42 Case study introduction and asset overview
03:20 Modeling different spending scenarios
06:45 Importance of flexible planning
08:00 Buying new property
09:20 Impact of parttime income in retirement
11:29 Work With Us
12:05 Summary

––––––––––––––––––––––––––––––
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  

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:⚠

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.

posted by tribunkahzu