Скачать с ютуб We have $20 Million But We're Still Worried | REAL Case Study - PART 1 в хорошем качестве

We have $20 Million But We're Still Worried | REAL Case Study - PART 1

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://ari-taublieb.mykajabi.com/ear... In this insightful episode, we examine the financial planning strategies of ultra-high-net-worth individuals with assets over $20 million. Learn how even the wealthiest face financial stress and discover key strategies to optimize wealth, secure legacies, and plan for a financially secure future. Whether you have $500,000 or $20 million, the lessons apply to everyone looking to maximize their financial potential. –––––––––––––––––––––––––––––– Time Stamp 0:00 - Introduction to the $20M Case Study 1:02 - Why the Ultra-Rich Still Face Financial Anxiety 3:15 - Case Study Overview: $20M+ Client 5:10 - Lessons for Everyone: No Matter Your Net Worth 7:50 - Common Financial Mistakes of the Wealthy 10:05 - Optimizing Wealth: Expenses, Legacy, and Charity 12:35 - Planning for Retirement and Long-Term Care 15:45 - Estate Planning and Tax Strategy Insights 18:30 - How to Stress-Test Your Financial Plan 21:15 - Final Thoughts on Wealth Management 23:10 - Sneak Peek of Part 2: Investment and Tax Strategies 25:30 - Conclusion –––––––––––––––––––––––––––––– 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.