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Many people are confused when planning their early retirement as they don't have a specific amount they want to spend in retirement in mind.
Knowing your monthly requirements is crucial for early retirement as it defines your strategy and answers the question, Can you spend that amount comfortably after retirement?
Keeping that point in mind, in today's case study, we'll go over the complete early retirement process for someone who wants to spend $12,000 each month.
So, without any delay, Let's dive deep into it!
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Time Stamp
00:00 Intro
00:20 Intro to Case Study
02:25 The Superhero Account
03:09 How Much Do You Think They Can Spend
04:00 Cash Flow Planner
07:09 What if They Both Retired at 60
08:20 Plan Strategically
09:58 99% of People Do This
11:44 What I Care About as an Advisor
15:14 Pro Tip
15:39 Summary
16:08 Work With Us
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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.
How Much Do I Need To Spend $12k/month in Retirement?
Теги
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