Here's How To View Real Estate As Part Of Your Retirement Strategy

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Вміст надано Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

7M ago 23:02

MP3•Головна епізоду

Real estate can be a wonderful investment, but don't let your net worth trick you.
Many clients want to downsize and then determine they love their home and don't want to move.
Understand the role of your home in relation to your overall financial strategy.
In this episode, I tell the real story of my parents and other clients who wish they viewed real estate differently ahead of their retirement.

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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Розділи

1. Retirement Planning and Home Value (00:00:00)

2. Real Estate as Retirement Asset (00:06:15)

3. Personalized Retirement Planning Options (00:14:24)

4. Early Retirement Podcast Submission Guidelines (00:22:16)

245 епізодів

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