Hi Ari! Happy Holidays!!! Love the Videos and the Academy but would love an Episode that goes through the nuances and interactions between the Retirement Analysis and the Tax Strategies within the Software. When I do Tax Strategy for Roth Conversations at 24/28% bucket it says that I have substantially less tax adjusted ending assets; however, in the Retirement Tab when I implement the Tax Proposal under Tax Strategies it says that the Proposed plan has substantially more ending assets than the Current plan. A little dazed and confused as to how these two areas of the software work together. Thanks and looking forward to the Community.
Ari, love the channel and you know I tune in to every live on Wednesdays. I gotta be honest, I hate that the live shows will be behind a pay wall from now on. Do you not expect to see a huge drop in the engagement (which makes the lives so special) since many may choose not to purchase? I’m 26 and nowhere near retirement. Your videos/lives were my way of learning/engaging without purchasing the academy and/or your team’s 1:1 guidance (which i plan to use as retirement gets closer). No matter what, Happy Holidays ❤
@@michaeldoherty7560 we’ll be offering a scholarship for those who explain they are in significant debt or can’t pay for the service for other reasons. My team will be putting more effort into making the content more special and I don’t believe in making them work for free.
Merry Christmas, Ari! One of the things I always wondered was why don’t financial planners ever recommend rentals as part of a client’s portfolio? I’ve been in stocks for 24 years and RE for 20 and over this period whenever I bring up my rentals, they are happy to suggest alternatives for my ETFs or increase my Roth contributions etc, but they don’t ever recommend adding more RE. But even with what I own, they don’t know how to factor in rent appreciation, or tax benefits like depreciation or where to place it next to stocks and bonds when considering growth or risk. Why all this aversion and clumsiness with RE?
@earlyretirementari - Hey Ari, I saw a post that made it look like you and James each have a separate Academy. But there is an option to pay a little more and see the others content. Is that the best way to describe it? The software package promoted for DIY use would be the same, just different individual content each of you produce? I hope you are having lots of fun with family and friends during the holidays!
2025 content request - what special considerations should retiring single people consider especially those without family or others to help.
Hi Ari! Happy Holidays!!! Love the Videos and the Academy but would love an Episode that goes through the nuances and interactions between the Retirement Analysis and the Tax Strategies within the Software. When I do Tax Strategy for Roth Conversations at 24/28% bucket it says that I have substantially less tax adjusted ending assets; however, in the Retirement Tab when I implement the Tax Proposal under Tax Strategies it says that the Proposed plan has substantially more ending assets than the Current plan. A little dazed and confused as to how these two areas of the software work together. Thanks and looking forward to the Community.
Hey Ari! Wishing you a Happy Hanukkah and a Happy and Healthy New Year? 🕎 🎆 🎉
Terrific point about timing ofRoth conversions in a down market. Not intuitive and appreciate the reminder
My pleasure
Root is going no where but UP! Congrats! Keep growing!
Ari, love the channel and you know I tune in to every live on Wednesdays. I gotta be honest, I hate that the live shows will be behind a pay wall from now on. Do you not expect to see a huge drop in the engagement (which makes the lives so special) since many may choose not to purchase? I’m 26 and nowhere near retirement. Your videos/lives were my way of learning/engaging without purchasing the academy and/or your team’s 1:1 guidance (which i plan to use as retirement gets closer). No matter what, Happy Holidays ❤
@@michaeldoherty7560 we’ll be offering a scholarship for those who explain they are in significant debt or can’t pay for the service for other reasons. My team will be putting more effort into making the content more special and I don’t believe in making them work for free.
Merry Christmas, Ari!
One of the things I always wondered was why don’t financial planners ever recommend rentals as part of a client’s portfolio? I’ve been in stocks for 24 years and RE for 20 and over this period whenever I bring up my rentals, they are happy to suggest alternatives for my ETFs or increase my Roth contributions etc, but they don’t ever recommend adding more RE. But even with what I own, they don’t know how to factor in rent appreciation, or tax benefits like depreciation or where to place it next to stocks and bonds when considering growth or risk. Why all this aversion and clumsiness with RE?
@@poonekar thanks. I talk about it here: th-cam.com/video/2YoNomDKHYk/w-d-xo.htmlsi=Pq5001-uCICQjei-
If I buy the software through you, do I also get access to James's videos with yours?
@@angelakwallace2114 please read the FAQs (at the bottom): ari-taublieb.mykajabi.com/early-retirement-academy
@earlyretirementari - Hey Ari, I saw a post that made it look like you and James each have a separate Academy. But there is an option to pay a little more and see the others content. Is that the best way to describe it? The software package promoted for DIY use would be the same, just different individual content each of you produce?
I hope you are having lots of fun with family and friends during the holidays!
@ thank you. We have two academies. Learn more in the FAQs here: ari-taublieb.mykajabi.com/early-retirement-academy
@@earlyretirementari- thanks, Ari!
Is “membership” in the root community free to existing root clients?
Yes