In this video, I'll guide you through three essential steps to building a personalized investment portfolio.
It is important to understand different retirement expenses over time, including healthcare, travel, and home renovations.
Using real-life examples and hypothetical scenarios, I will illustrate how to plan for multiple income sources to optimize your financial strategy for early retirement and long-term wealth management.
–––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:33 Why I Don't Love 60/40 or 70/30 Rule 01:10 Overview of All The Steps 02:15 Starting With Case Study 04:22 Know What Is The Average Market Downturn 06:14 Another Example 07:59 Level 3 10:15 Most People Make This Mistake 11:42 Downturns & How Often They Occur 13:09 Understanding Asset location 13:59 Summary 14:47 Work With Us
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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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.
