• How To Plan For Big One-Time Expenses Before You Retire

  • 2025/03/06
  • 再生時間： 18 分
  • ポッドキャスト

How To Plan For Big One-Time Expenses Before You Retire

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  • サマリー

  • This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security.

    • The impact of one-time expenses on portfolio sustainability
    • Analyzing options: taxable accounts, tax-deferred accounts, and Roth IRAs
    • The importance of understanding tax implications in retirement planning

    Join our community at the Root Collective! It’s free and filled with resources to help you navigate your financial journey.


    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.
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あらすじ・解説

This episode focuses on effectively managing significant one-off financial expenses in retirement and the best strategies for portfolio withdrawals. We explore different sources of withdrawals, tax considerations, and how to balance immediate needs with long-term financial security.

• The impact of one-time expenses on portfolio sustainability
• Analyzing options: taxable accounts, tax-deferred accounts, and Roth IRAs
• The importance of understanding tax implications in retirement planning

Join our community at the Root Collective! It’s free and filled with resources to help you navigate your financial journey.


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.
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