Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) Retirement 101 - What Are The Primary Issues To Consider Before I Retire?
The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)!
The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist
Questions Answered
- What are the primary considerations when it comes to retiring?
- When does it make most sense to consider retirement?
- How does tax planning impact your overall strategy?
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.