Can We Retire Comfortably at 55 with $2 Million? скачать в хорошем качестве

Can We Retire Comfortably at 55 with $2 Million?

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 video, I dive into a case study of a couple who wish to retire at 55 with $2 million in savings. It is important to balance early retirement with long-term financial stability, showing how assets could grow depending on different spending and investment scenarios. I also discuss the role of Roth conversions and how managing taxes can help maximize savings. My goal is to ensure they can retire comfortably without running out of money. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 01:01 Case Study Introduction 01:20 Client’s Current Financial Situation Overview 03:30 Early Retirement Academy 04:00 How Much Can You Spend 05:00 What Will You Do? 06:10 Different Investment Scenarios 07:25 Discussing Vacation Spending and Lifestyle in Retirement 09:38 Healthcare Costs in Retirement 11:42 Roth Conversions vs Spending 12:30 What This Couple Should Do 15:00 Summary 15:33 Work With Us –––––––––––––––––––––––––––––– 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:⚠️ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.