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5 Easy Steps to Check Your Early Retirement Progress

These are 5 easy steps so you can understand if you're on track to retire early! Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... Are you ready to align your retirement with your core values and ensure financial peace of mind? We're here to help you navigate the complexities of early retirement planning, from understanding your unique lifestyle to managing your financial assets. We dissect the importance of evaluating your health, life expectancy, and job satisfaction, providing you with a five-step process to chart your way to a satisfying early retirement. Plus, we tackle the psychological hurdles, the 'head trash', that can obscure your vision for the future. Timestamps: 00:00 - Introduction 2:08 - Review of the Week 3:49 - Values Before Goals 4:30 - Goals 7:30 - I'm the MEANEST EARLY RETIREMENT PLANNER!!! 10:41 - Stay Creative With Your Planning 11:00 - Show Me Your Calendar 11:07 - Where Do You Stand Today? 14:27 - Making Adjustments (short-term and long-term) 17:05 - Taking ACTION From These Podcasts 18:27 - Working With Us - do NOT reach out if you're not excited! Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/ear... eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/hea... Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas... PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? 📣 Please like this video and tell us what you think! This feedback helps me create better content for you. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs ...................................................................................................................................... ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "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 that I solely 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 is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. ⭐ Please comment below when you're planning to retire and what you are most excited to start spending more time on when you retire ⭐