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Contenido proporcionado por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Here's How To View Real Estate As Part Of Your Retirement Strategy

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Manage episode 435046303 series 2973839
Contenido proporcionado por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

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.

  continue reading

Capíttulos

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)

214 episodios

Artwork
iconCompartir
 
Manage episode 435046303 series 2973839
Contenido proporcionado por Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here

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.

  continue reading

Capíttulos

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)

214 episodios

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