
Sign up to save your podcasts
Or


In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.
Episode Summary:
Timestamps:
00:00 - Introduction
1:41 - Assumptions
4:51 - Life First, Money Second
7:24 - Inflation & Taxes
9:55 - Rule of 55
12:17- 72(t) Distribution
15:30 - Income Needs
18:28 - Capital Gains Explained
22:15- How To Minimize Income
25:57 - Not Qualified
28:35 - Align Your Money With Your Goals
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
By James Conole, CFP®4.9
759759 ratings
In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss where you should pull income from first when you retire early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part three of a three-part series.
Episode Summary:
Timestamps:
00:00 - Introduction
1:41 - Assumptions
4:51 - Life First, Money Second
7:24 - Inflation & Taxes
9:55 - Rule of 55
12:17- 72(t) Distribution
15:30 - Income Needs
18:28 - Capital Gains Explained
22:15- How To Minimize Income
25:57 - Not Qualified
28:35 - Align Your Money With Your Goals
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

1,943 Listeners

453 Listeners

808 Listeners

1,313 Listeners

454 Listeners

521 Listeners

753 Listeners

538 Listeners

669 Listeners

199 Listeners

585 Listeners

192 Listeners

39 Listeners

866 Listeners

102 Listeners