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.
- Ari is the host of the Early Retirement podcast available here).
- Ari is also on YouTube here. )
- Create your customized early retirement strategy with Ari here. )
**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 Money3:03 - Legacy Goals5:31 - Examples Examples Examples!8:35 - Never Pay Taxes Again10:52 - Standard Deduction v. Itemized Deduction14:28 - Brokerage Account19:17 - AAPL Stock Example22:15- MASTER Tax Tip!25:01 - Working With Us
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