In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series.

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Episode Summary:
- How can you create tax-free income most effectively in retirement
- Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)
- How to improve your overall early retirement strategy

Timestamps:
00:00 - Introduction
1:20 - Life over Money
3:03 - Legacy Goals
5:31 - Examples Examples Examples!
8:35 - Never Pay Taxes Again
10:52 - Standard Deduction v. Itemized Deduction
14:28 - Brokerage Account
19:17 - AAPL Stock Example
22:15- MASTER Tax Tip!
25:01 - Working With Us

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