I'm 60 with $4M. How Much Can I Spend In Retirement ? скачать в хорошем качестве

I'm 60 with $4M. How Much Can I Spend In Retirement ?

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, Ari Taublieb, CFP®, presents a detailed case study of a couple, who have saved over $4 million and are seeking to optimize their retirement strategy. I highlight the importance of stress testing various scenarios to ensure they don't run out of money. I encourage them to spend more in their early retirement years and discuss the benefits of strategic Roth conversions to minimize future tax liabilities. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:45 Highlighting Viewers Comments  02:30 Introduction to Case Study of a Couple  04:25 Details About the Couple’s Finances and Accounts  04:55 Early Retirement Academy  05:30 Running Stress Test  07:15 Analysing the Couple’s Assets and Future Plans  10:20 How Does Actual Retirement Look Like  12:06 Roth Conversion and Tax Planning  15:58 Summary  14:37 Work With Us 14:45 Join Early Retirement Academy –––––––––––––––––––––––––––––– 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.