In this video, I, Ari Taublieb, CFP®, will guide you in effective estate planning. Estate planning goes beyond having documents like wills and trusts; it involves strategic tax planning and ensuring that your financial and personal goals are aligned.
The estate planning is divided into three. I will use real-life examples and client stories to illustrate the importance of each level.
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00:00 Intro 01:35 Download Free Checklist 02:00 Early Retirement Academy 04:45 Level 1 of Easte Planning 07:04 Level 2 of Estate Planning 08:25 Level 3 of Estate Planning 10:12 Timing for Execution 14:00 Considering Rmds 16:37 Summary 17:17 Work With Us 17:27 Early Retirement Academy
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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.
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––––––––––––––––––––––––––––– ⚠️ "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.
