7-Step Checklist to Secure Your Finances! (2023 & Beyond)

Ensure you're checking all of these strategies for you overall holistic financial plan before the year is over (2023)!
Interested in a custom strategy to retire early? →
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Here is the free Checklist - www.dropbox.co...
Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary).
Interested in a custom strategy to retire early? →
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eBook: The Complete Guide To An Early Retirement (FREE)→
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eBook: The Complete Guide To Health Insurance (FREE)→
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Early Retirement Expense Calculator (FREE) → rootfinancialp...
PODCAST - earlyretiremen...
INSTAGRAM - / earlyretirementari
LINKEDIN - / aritaublieb
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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.
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[@gizmobowen]

Typically, when I watch a retirement planning video, I'm picking up a few pieces of information that I think I would be willing to implement myself. Other times the videos are so complicated, I get overwhelmed and experience analysis paralysis. This one was a bit different. This is the type of video the makes me wonder if the cost of a financial planning may actually be worth it, which is crazy to me. These are the kind of multi-faceted money management concepts that I probably won't learn and can see real value in. This gives me good insight into how a financial planner could work for me and the work they can do to earn their fee. Thanks Ari.

[@earlyretirementari]

Thank you very much, I’m glad it was helpful!!

[@markb8515]

I really like all the information that you and James provide. Keep up the good work! Personally for me, a 30 minute video that's informative is not too long when it's packed with good information.

[@earlyretirementari]

Thanks - great feedback.

[@taowang3700]

We care this a lot! Again, thank you!

[@taowang3700]

Very helpful, thank you!

[@earlyretirementari]

Of course

[@HectorMorales-si2tx]

Such an important information. Thanks guys

[@pglover19]

Love the content that you and James Conole present. Hopefully one day I will make the plunge from a DIYer to getting a professional to manage my portfolio.

[@earlyretirementari]

We'll be here!

[@davidfolts5893]

Thanks for the great checklist, Ari! Like a good pilot going down the list of safety checks preflight, using checklists is a valuable way to ensure your flight plan toward financial freedom.

[@stephaniet4800]

Awesome video!! Great easy examples I could understand!!! 😊

[@earlyretirementari]

That’s my goal :)

[@CalmerThanYouAre1]

Love the content man, keep it up! Looking forward to seeing what you bring to the table in 2024!

[@earlyretirementari]

Thanks so much!

[@angiec8784]

This video is super helpful! New subscriber now

[@earlyretirementari]

Thank you!!

[@aparentfamily1]

Keep it up, great info!

[@earlyretirementari]

Thank you!!

[@delphineowen1921]

Hi Ari, I definitely want to work with you in the future. I watch all your videos/podcasts and I love your style and passion. I will be going through a divorce in 2024 and will need a financial planner in 2025 and onward. I truly hope you are avail. Thanks and best wishes.

[@delphineowen1921]

I also wonder if you would take 10 min to speak to me about my current financial situation?

[@earlyretirementari]

We'll be here to help!

[@earlyretirementari]

You can set up a call here:
vwo3759x8i7.typeform.com/earlyretirement
@@delphineowen1921

[@luisahernandezmunoz8332]

Can you please do the story of Ronald read the janitor

[@jeffgilmore3147]

With roth conversions what about newly created quarter tax filing requirements

[@earlyretirementari]

I have a video coming out about this :)

[@gourabsarker9552]

Sir do you earn 200k dollars a year? Plz reply. Thanks a lot.

[@Michael-DS]

lol

[@josephjuno9555]

No offense intended but your picture on this video title looks worried? Does not instill confidence? But u have good information.

[@earlyretirementari]

Thanks for the feedback!

[@70qq]

🤘