Don’t Throw Away Your Retirement Money PLEASE











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Interested in a custom strategy to retire early? • → https://vwo3759x8i7.typeform.com/earl... • Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... • This video explores advanced retirement planning strategies, focusing on the Rule of 55 and how saving in different accounts impacts retirement income. • We discuss how saving too much in tax-deferred accounts can lead to financial issues later and emphasize the importance of maintaining a balanced savings strategy, including brokerage accounts. • Understanding when and how to withdraw from retirement accounts is crucial to avoiding penalties and maximizing retirement income. • Watch the full video here: •    • I'm 45 with $750k+ | How Much Should ...   • –––––––––––––––––––––––––––––– • Time Stamp • 00:00 - Introduction to Strategic Planning • 00:30 - Importance of a Brokerage Account • 01:20 - Balancing Lifestyle and Savings • 02:10 - Rule of 55 Explanation • –––––––––––––––––––––––––––––– • PODCAST - https://earlyretirementpodcast.com/ • INSTAGRAM -   / earlyretirementari   • LINKEDIN -   / aritaublieb   • What video topic would you like to see discussed in a future video? • Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. • –––––––––––––––––––––––––––––– • 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. • 👉 Subscribe to our channel and press the bell icon. • ––––––––––––––––––––––––––––– • ⚠️ DISCLAIMER:⚠️ • All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. • This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.

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