Avoid These 6 Common Mistakes When Retiring Early

In this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long run. • Not establishing a taxable brokerage account to access funds before traditional retirement age • Overlooking healthcare planning, including available subsidies, which may impact retirement timing • Missing opportunities for tax efficiency through strategies like Roth conversions or coordinated withdrawals • Underestimating the importance ...