3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement) Artwork

Ready For Retirement

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Ready For Retirement

3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)

March 07, 2023 • James Conole, CFP® • Episode 153

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series.

Ari is the host of the Early Retirement podcast available here.
Ari is also on YouTube here.
Create your customized early retirement strategy with Ari here.

Episode Summary:

How can you create tax-free income most effectively in retirement
Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)
How to improve your overall early retirement strategy

Timestamps:
00:00 - Introduction
1:20 - Life over Money
3:03 - Legacy Goals
5:31 - Examples Examples Examples!
8:35 - Never Pay Taxes Again
10:52 - Standard Deduction v. Itemized Deduction
14:28 - Brokerage Account
19:17 - AAPL Stock Example
22:15- MASTER Tax Tip!
25:01 - Working With Us

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James Conole

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