Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Here's How To View Real Estate As Part Of Your Retirement Strategy


Listen Later

Real estate can be a wonderful investment, but don't let your net worth trick you.

Many clients want to downsize and then determine they love their home and don't want to move.

Understand the role of your home in relation to your overall financial strategy.

In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


...more
View all episodesView all episodes
Download on the App Store

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)By Ari Taublieb, CFP®, MBA

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

543 ratings


More shows like Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

442 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

812 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

457 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

ChooseFI by ChooseFI

ChooseFI

5,143 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

547 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

673 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,088 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

579 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

809 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

944 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners