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Why Your Saving Mindset Won’t Result In a Happy Retirement: Real-Life Story of Client

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Ari Taublieb, CFP®

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In this video, I will discuss a common problem many people face using a reallife example from one of my clients' experiences. My client accumulated substantial wealth but struggled with spending in retirement. Honestly, many of you can make this mistake.

This video will help you understand the importance of balancing saving and spending. It will also share insights into some clients' regrets about not enjoying their money earlier when they had the time and energy.



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Time Stamp
00:00 Intro 
00:45 Reviews of the Week 
07:40 Case Study of a Couple Who Continued to Save Rather Than Spend.
09:13 Explanation of the Rule of 72 and Its Impact on Their Savings.
11:54 Considering All the Worst Case Scenarios for Spending in Retirement
13:40 The Couple Realizes That They Missed Opportunities Due to Their Saving Habits.
14:17 Introduction to Early Retirement Academy 
16:50 Summary/Outro 
19:07 Work With Us
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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

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

PODCAST https://earlyretirementpodcast.com/
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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.

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