5 • 706 Ratings
🗓️ 14 March 2023
⏱️ 31 minutes
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0:00.0 | Welcome back to the Ready for Retirement podcast. My name is Ari Taublieb, and I am guest hosting this episode, |
0:07.0 | which is the third and final episode of a three-part early retirement series. The regular host, |
0:13.8 | James Canol and the founder of Root Financial, will be back hosting after this episode. As a reminder, |
0:20.4 | my name is Ari Taublieb, and I am the vice |
0:22.8 | president here at Root Financial Partners and the host of the early retirement podcast. |
0:28.2 | Now, today's episode is once again, that third and final episode, and I'm going to be specifically |
0:33.3 | talking about where you should pull income from first when it comes to retirement, |
0:38.6 | specifically in early retirement. Now, you may be wondering, okay, I've got Roth IRAs and 401ks and |
0:45.5 | I've heard you talk about all these different types of accounts. What's the best account to |
0:50.6 | pull from when I retire early? And especially over the course of my retirement, |
0:55.1 | I don't want to pay a dime more in taxes than I need to, and I want to make sure I'm maximizing |
0:59.9 | my investments. What should I do? That's exactly what we're going to be talking about in today's |
1:04.5 | episode. The host of this podcast, James Cannell, will be back shortly after these three episodes |
1:10.3 | where we focus on an early retirement. |
1:13.1 | Now let's get back to the episode. |
1:17.5 | As a kind reminder, you can always look in the description of today's episode for more |
1:22.5 | information such as our YouTube links, as well as where you can reach out to work with us. Now, without further |
1:28.6 | do, let's hop into today's episode. And I'm going to come in here and assume that you've heard |
1:34.0 | either James or myself or other advisors talk about the best things to consider before you retire. |
1:40.4 | Now, that very well may be determining your retirement expenses. It might be outlining what your perfect retirement day looks like. |
1:47.0 | Maybe you say, you know what, Ari, I've just been putting off so many hobbies, I can't |
1:51.0 | wait to do them, and then you start doing them and you go, okay, that's not taking up the whole day. |
... |
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