How Much Do I Need To Spend $12k/month in Retirement?

Video Description

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy Many people are confused when planning their early retirement as they don't have a specific amount they want to spend in retirement in mind. Knowing your monthly requirements is crucial for early retirement as it defines your strategy and answers the question, Can you spend that amount comfortably after retirement? Keeping that point in mind, in today's case study, we'll go over the complete early retirement process for someone who wants to spend $12,000 each month. So, without any delay, Let's dive deep into it! –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:20 Intro to Case Study 02:25 The Superhero Account 03:09 How Much Do You Think They Can Spend 04:00 Cash Flow Planner 07:09 What if They Both Retired at 60 08:20 Plan Strategically 09:58 99% of People Do This 11:44 What I Care About as an Advisor 15:14 Pro Tip 15:39 Summary 16:08 Work With Us –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/early-retirement eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/health-insurance Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cash-flow-planner PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.