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Can I Retire at 55 With $1.1 Million? Live Case Study!

Want access to the planning software and more? → (fill out this survey to be notified when it releases on June 1st) https://vwo3759x8i7.typeform.com/to/w... Retiring early is not simple! You need a dynamic withdrawal strategy, tax plan, portfolio management, etc. or else you will not feel confident that you never have to go back to work. You never want to retire TOO early. Email from Jonathan: "My wife and I are thinking about early retirement this summer (me 55, she 53) I've been doing some research and following our progress in Empower (personalcapital) and NewRetirement. I also have come to appreciate the RightCapital software and would love for you to use my situation as an example. I am a minister, I turn 55 in February, I have 500,000 in my 403b account, which I can withdraw a set portion as a tax free housing allowance in retirement. (I am guessing about 18,000/year) We also have 300,000 in pretax IRAs and 360,000 in a Brokerage account, and 150,000 in cash. The IRAs and Brokerage are invested with Fisher Investments. We are planning to sell our house and buy a house in a lower market with the proceeds, so we don't have a mortgage. We would like to spend 5,000/month. also estimating 800/month for health insurance. We would love to have 10,000/year for travel for the first 10 years. We are thinking we will work part-time for 5 years, at 25,000/year What I can't figure out is how to model the tax implications/savings of the tax free withdrawal from my 403b. If you would be willing to model something like this, I haven't seen anyone else do it on youtube. I'm sure there are other ministers out there ... :-)" Ari Taublieb, CFP®, MBA is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earl... eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/ear... eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/hea... Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas... PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? 📣 Please like this video and tell us what you think! This feedback helps me create better content for you. –––––––––––––––––––––––––––––– 📣 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. ⭐ #Ari_Taublieb_Early_Retirement #Ari_Taublieb #retirement_planning #Estate_Planning #tax_planning #Investing #Cash_Flow #Investment_Management #Income_Tax_Saving_Guide #Income_Tax_Saving #Investing_Guide #IRAs ...................................................................................................................................... ❣ SPONSORED: No, this video was not sponsored. -------------------------------------------------------------------------------------------------------------------------------- ⚠️ "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. This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities, all contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. ⭐ Please comment below when you're planning to retire and what you are most excited to start spending more time on when you retire ⭐