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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.


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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

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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.

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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.