Retirement 101 - What Are The Primary Issues To Consider Before I Retire?

The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)! The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist Questions Answered What are the primary considerations when it comes to retiring? When does it make most sense to consider retirement? How does tax planning impact your overall strategy? NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us. Let's Connect! Website YouTube Instagram ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Have a question you want answe 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.