Cele mai bune Tax Planning podcast-uri (2024)

1
Here's How To Pay 0% In Taxes (ZERO Capital Gains) 12:15

6h ago12:15

12:15

Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a pr…

1
Secure Your Legacy with Expert Inheritance Tax Planning from Harry Robinson Wealth Management 1:12

28d ago1:12

1:12

Are you looking to preserve your wealth and ensure a smooth transfer to your loved ones? Harry Robinson Wealth Management specializes in tailored inheritance tax planning, designed to minimize your tax liabilities and protect your assets. Their team of financial experts works closely with you to understand your unique needs and develop effective st…

1
3 Tips To Retire On Your Own Terms 18:09

9d ago18:09

18:09

You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come. 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 Vice President of Root Financial Partners and a Fiduciary…

1
Pension Decision - Lump Sum or Annuity? 16:55

16d ago16:55

16:55

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What could potentially put more money in your pocket—a flexible lump sum with inheritance potential or the security of guaranteed lifetime income with an annuity? Join us as we unpack this complex choice, exp…

1
Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show! 34:44

18d ago34:44

34:44

200 EPISODES! SPECIAL FRIDAY EPISODE History of the podcast Vision moving forward How to get the most value from your money 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 Vice President of Root Financial Partners and a …

1
Don't Do Any Roth Conversions Before You Ask Yourself THIS 13:07

23d ago13:07

13:07

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?" Two very different questions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirem…

1
5 Ways An Advisor Can Change Your Retirement 16:26

30d ago16:26

16:26

Hiring an advisor should be based on the experience you are looking for. 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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping…

1
The Complete Guide To Optimizing Healthcare Costs Before 65 25:39

1M ago25:39

25:39

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you plan well. It's another cost to plan for and if you do it well, it can be the difference of hundreds of thousands of dollars over your retirement. In this episode, you'll learn how to determine your own …

1
The Complete Guide To Implementing Roth Conversions: Tax Strategy 26:21

1M ago26:21

26:21

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess. Understand the role of when conversions make sense and when they don't. That's what this episode is all about. Begin optimizing what you've worked so hard for and implement conversions when appl…

1
Here's How To View Real Estate As Part Of Your Retirement Strategy 23:02

2M ago23:02

23:02

Real estate can be a wonderful investment, but don't let your net worth trick you. Many clients want to downsize and then determine they love their home and don't want to move. Understand the role of your home in relation to your overall financial strategy. In this episode, I tell the real story of my parents and other clients who wish they viewed …

1
7 Surprising Regrets From My Clients Who Retired Early 21:46

2M ago21:46

21:46

I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on the show so you can hear from those who have done it! 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 Ar…

1
5 Signs It’s Time To Consider Retiring Early 21:46

2M ago21:46

21:46

What if you could choose to work not because you have to, but because you genuinely want to? I want to ensure you don't work longer than necessary, without working too long! 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 th…

1
5 Easy Ways To Know If You Should Do Roth Conversions 22:27

2M ago22:27

22:27

Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you. This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early R…

1
How Do We Build Multi-Generational Wealth? [Estate Planning] 20:18

3M ago20:18

20:18

You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way. I discuss all the strategies involved in estate planning: charitable giving, donor-advised fun…

1
3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement 19:51

3M ago19:51

19:51

There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know). The truth is those don't rules apply to you if you want to optimize an early retirement. You may need this income a lot longer and want to have a strategy designed for years of travel, healthcare costs, 40+ years of income, etc. I walk you throu…

1
My Story | Why Do I Do This? 25:39

3M ago25:39

25:39

I didn't like financial advisors growing up - so why did I become one? Learn my story so you can understand more from the voice you hear every Monday of the Early Retirement podcast and Vice President of Root. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy…

1
Where Should I Withdraw Money From First In Retirement? 26:03

3M ago26:03

26:03

Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (unless there are specific legacy goals) or paying more taxes than necessary along the way. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and joi…

1
How To Manage Cash Flow Before & Throughout Retirement 25:48

4M ago25:48

25:48

What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement and learn why having substantial assets might not always guarantee financial stability. We'll break down the critical role of diverse income streams like pensions and rental income, and share real-life …

1
A Real-Life Story Of Investing Too Well For Retirement 28:47

4M ago28:47

28:47

This episode navigates the complexities of retirement planning, from Roth conversions and required minimum distributions (RMDs) to the impact of Medicare premiums. Learn from a frugal couple's experience that highlights the importance of enjoying life while remaining financially secure. We also revisit last week's heated discussion on whether break…

1
Here’s How To Determine If You Should Keep Or Break Up With Your Advisor 29:29

4M ago29:29

29:29

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 Is your financial advisor truly meeting your needs, or is it time for a change? In this episode, we tackle the tough decision of when to fire your financial advisor. Learn from personal stories, including…

1
How To Create An Anti-Cookie Cutter Investment Portfolio 19:54

4M ago19:54

19:54

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 (NEW) - Make sure to use code "FIRST25" which lasts until Wednesday. Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping cli…

1
How Much Should I Be Saving To Retire Early? 20:43

4M ago20:43

20:43

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 Ready to redefine the concept of retirement? My latest broadcast delves into the exhilarating world of early retirement planning, promising a treasure trove of strategies for seizing control over your wor…

1
A Complete Guide To Inheriting Money (Tax Planning) 26:16

5M ago26:16

26:16

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 Flowchart on Inheriting Accounts (mentioned in episode) Navigate the financial maze of inheritance with me as we uncover the vital steps to securing your legacy without drowning in taxes. A revealing tale…

1
4 Steps To Determine When You Can Retire Early 22:36

5M ago22:36

22:36

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 Ready to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This ep…

1
Understanding Early Withdrawal Strategies: Rule of 55, SEPP, etc. 25:02

5M ago25:02

25:02

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 Could the secret to a fulfilling early retirement be nestled within the Rule of 55 and the 72 T distribution? Prepare to unlock the potential for stepping away from work confidently, as we peel back the l…

1
How To Compare Roth Conversions v. ACA Subsidy Planning When Retiring Early 22:18

5M ago22:18

22:18

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Get access to the same software I use for my clients and join the Early Retirement Academy here Unlock the secret to affording healthcare in retirement, especially if you've decided to leave the workforce early. This epis…

1
5 Steps To Navigating Health Insurance When Retiring Before Age 65 20:27

6M ago20:27

20:27

Create Your Custom Early Retirement Strategy Here FREE eBook: Navigating Health Insurance Before 65 Get Started with Move Health Get access to the same software I use for my clients and join the Early Retirement Academy here Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early retirement? Halt that …

1
3 Regrets From My Clients Who Retired Early 18:00

6M ago18:00

18:00

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 Embark on an emotional ride with us as we unfold the often-unspoken truths of retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw hones…

1
3 Classic Early Retirement Mistakes To Avoid 18:46

6M ago18:46

18:46

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 Escape the relentless grind and discover the keys to a fulfilling early retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and pro…

1
5 Situations When It Does NOT Make Sense To Implement Roth Conversions 18:34

6M ago18:34

18:34

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 Ever wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your…

1
Do We Have Enough To Retire (And Never Go Back To Work)? 21:11

7M ago21:11

21:11

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 Ever wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses…

1
The 2 Portfolio Withdrawal Mistakes To Avoid If Retiring Before Age 65 15:37

7M ago15:37

15:37

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 Unlock the secrets to a rich retirement as we dissect the myths of withdrawal rates and prove why it's not just about surviving post-work life, but thriving in it. This week, I pull back the curtain on th…

1
This Is The Mindset Shift Needed To Retire Early With CONFIDENCE! 16:22

7M ago16:22

16:22

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 Risk in retirement planning is as personal as your fingerprint, and this episode peels back the layers to reveal just how customized your financial blueprint needs to be. I share heartfelt stories from my…

1
How To Protect Against Retiring, Getting Unlucky and Having To Work Again 21:58

7M ago21:58

21:58

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 Embark on a journey with us to conquer the elusive sequence of return risk, a financial advisor's cautionary tale that could lead you back to the grindstone post-retirement. We delve into strategies to sh…

1
A Complete Guide To Roth v. Pre-tax (Early Retirement Pro Tips) 23:33

8M ago23:33

23:33

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 Unlock the secrets to savvy retirement planning with our latest discussion on choosing between Roth and pre-tax savings. We dissect the usual tactic of leaning towards pre-tax savings when you're in a hig…

1
Why Most People Pick The Wrong Asset Allocation For An Early Retirement 24:00

8M ago24:00

24:00

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 Ever wondered how to bend the rules of traditional retirement planning to fit your unique early retirement dreams? Join me as we dismantle the one-size-fits-all approach to asset allocation, and instead, …

1
"I retired early and didn't start seriously investing until my 40s" - Special Episode With My Clients! 48:37

8M ago48:37

48:37

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 Have you ever peered over the edge of the working world and considered the plunge into early retirement? Scott and Rhonda did just that, and in this engaging episode, they illuminate the path they took to…

1
Here's How Social Security Gets Impacted When Retiring Early 21:01

8M ago21:01

21:01

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 MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "E…

1
This Is How To Retire Early Without Worrying About Running Out Of Money 21:01

8M ago21:01

21:01

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 MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "E…

1
5 Easy Steps To Know If You're On Track To Retire Early 21:55

9M ago21:55

21:55

Create Your Custom Early Retirement Strategy Here MyoDetox -> FutureProof your body and book a session at Myodetox today. Decrease tension, reduce pain, better align your posture, and increase your range of motion while building your strength. Mention "ER Pod" or "Early Retirement podcast" when you book! Are you ready to align your retirement with …

1
3 Situations When Retiring Early Will Make More Financial Sense Than Continuing To Work 22:10

9M ago22:10

22:10

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 We're peeling back the layers of an early retirement to reveal how stepping away can actually result in paying fewer taxes over the course of your lifetime and having more dollars at the end of the day in…

1
(10 MISTAKES) When Retiring Early... 20:36

9M ago20:36

20:36

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 An early retirement can be intimidating because you do NOT want to: 1) run out of money (obvious) 2) go back to work (you only want to retire ONCE) 3) wonder if your loved one's will be okay if something …

1
5 Tips From My Clients Who Retired Early Successfully 18:40

9M ago18:40

18:40

In today's episode, Ari goes over 5 PRO tips from his clients who retired early with complete confidence (not worrying about going back to work or stressing about spending). You'll learn everything you need to know to retire early with total confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my c…

1
The 3 Levels Of An Early Retirement | What Level Are YOU At? 28:43

10M ago28:43

28:43

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 Imagine a life where money is important but doesn't overshadow the joy of living. Yes - I post episodes every Monday (even on Christmas)! Level One - can you retire? Level Two - how MUCH can you spend in …

1
7 Things To Optimize Your Finances Before Year-End (Checklist) 29:41

10M ago29:41

29:41

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 There's a lot of financial planning opportunities, but it's hard to keep track of it all. Make sure you're not leaving any money on the table in 2023! Here's the guide I mentioned in the episode: 2023 Yea…

1
4 Simple Tips To Retire Early 22:17

10M ago22:17

22:17

Create Your Custom Early Retirement Strategy Here Are you ready to master the art of early retirement? We're here to guide you on how to make your money work for you, revealing the secrets behind a successful early retirement. Through real-life stories, we shed light on the importance of having a well-rounded financial plan, as well as the potentia…

1
How Much Do You Need To Be Able To Spend $10k/month? 20:23

10M ago20:23

20:23

Create Your Custom Early Retirement Strategy Here Ever imagined a life of comfort in your golden years, spending $10,000 a month after taxes? Well, buckle up as we debunk popular myths and instead introduce you to the 'guardrails approach' to retirement planning, emphasizing the need for a sustainable plan tailored to your individual needs. Toss as…

1
When Does It Actually Make Sense To Hire A Financial Advisor? 16:38

11M ago16:38

16:38

-> Create Your Custom Strategy To Retire Early It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind. Ari shares a real client story who has had multiple financial advisors and what prompted them to make their dec…

1
The Tax-Efficient Way To Simplify Your Retirement 25:30

11M ago25:30

25:30

-> Create Your Custom Strategy To Retire Early Here's a promise: you're about to unlock the secrets to maximizing your retirement savings across multiple accounts, all while maintaining tax efficiency. Ever wonder how to manage investments spread across Vanguard, Fidelity, and Schwab? Look no further. Join us as we delve into the complexities of co…

1
[Client Story] Why You Should Consider Retiring Earlier Than Planned 21:37

11M ago21:37

21:37

-> Create Your Custom Strategy To Retire Early So, here's to retiring only once, and doing it confidently! Email me directly: ari@rootfinancialpartners.com 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 Vice President o…

Podcasturi care merită ascultate

Tax Planning Podcast-uri

Podcasturi care merită ascultate

Ghid rapid de referință