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In this live session, I will discuss various retirement strategies, focusing on withdrawal strategies and optimizing retirement plans effectively.
One of the key things I talk about is not just optimizing your finances, like Roth conversions, but making sure those financial decisions align with your personal goals and the lifestyle you want.
During the session, I will interact with viewers who share some of their non-optimal but meaningful purchases.
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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.
