Dreaming big and being intentional about planning for retirement can be the difference between merely surviving and truly thriving in your post-work years. 

• Retire TO something, not just FROM something 
• Test-drive your retirement dreams before committing fully, like renting in a new state before buying
• Be honest about how retirement will change your spending habits and social dynamics 
• The first few years of retirement are critical – don't be too frugal when you have health and energy 
• Spend generously on things you truly value and remain frugal on things you don't care about
• Put your retirement dreams into financial planning software to see if they're achievable 
• Consider what would feel worse – spending too much or having regrets at 85 about not spending enough 
• Dream big and think intentionally about what will make retirement fulfilling

Before executing any strategy discussed in this episode, please consult with your financial advisor, tax preparer, or estate attorney. This content is for educational and informational purposes only and should not be construed as financial advice. Submit questions at earlyretirementpodcast.com for consideration in future episodes.

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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.

“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.

Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.