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

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

Conteúdo fornecido por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

3M ago 23:02

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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 Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Capítulos

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)

219 episódios

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