Episode Details

Have you ever told yourself:

"I'm going to retire, but just one more year because markets are notdoing well"

"Once I hit $2M I'll retire, I mean it”

"Now soon as my kids graduate I'll retire"

Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their planning approach, examining the role of pensions, Social Security, and personal savings while addressing the challenges of the windfall elimination provision. Then, follow Ari's journey as he reconsiders his career path, contemplating a sabbatical and re-evaluating his retirement strategies. We discuss how he can tailor his investment portfolio to match his shifting goals and the importance of balancing immediate desires with long-term security. Join us to untangle the complexities of retirement planning and find the path that suits your unique lifestyle vision.

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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.