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

Why You Should Consider Renting In Retirement


Listen Later

*Cash Flow Planner (FREE Budget Sheet)

Renting v. Buying Article Referenced

Ari Taublieb, MBA, CFP® is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

-> Create Your Custom Strategy To Retire Early

-> Free E-Book: A Complete Guide To An Early Retirement

-> Free eBook: Health Insurance For An Early Retirement

Ready to shake up your retirement game plan? Brace yourself for a deep-dive into the world of renting in retirement. We're breaking away from traditional concepts and exploring fresh, innovative approaches to retirement living. Our journey starts with an intriguing look at the potential advantages and pitfalls of renting a home during this exciting phase of life. Drawing on the real-life experience of a client, we delve into the compelling interplay between renting and the 'regret gap' – those precious years from 55 to 70 when you've got the energy and health to live life to the fullest.

Ever wondered if renting could actually be more cost-effective than buying a home? We bring you an enlightening discussion on the cost implications of renting versus buying. Unearthing the price-to-rent ratio, we tackle the age-old debate between lifestyle flexibility and stability. But the financial maze doesn't end there. We also navigate the intricate pathways of tax strategy and estate planning, highlighting their importance in the rent-or-buy decision-making process.

But wait, there's more! As we tread further into the realm of retirement living options, we shine a spotlight on early retirement. Discover how renting could play a pivotal role in your retirement strategy. We dissect the cost of renting versus buying, scrutinize the lifestyle flexibility renting affords, and reveal how selling a home could pave the way to a lasting legacy for future generations. We also address your burning questions and equip you with the resources you need to make a sound decision. Remember, when treading these uncharted waters, it's best to consult the experts. So, grab a cup of tea, settle in, and join us as we rethink 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

440 Listeners

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

Your Money, Your Wealth

810 Listeners

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

Retirement Answer Man

1,311 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

454 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

ChooseFI by ChooseFI

ChooseFI

5,140 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®

549 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

673 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,081 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

580 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

200 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

951 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners