Investing Class for Nurses

#55: Is Early Retirement Possible for Nurses?! w/ Ari Taublieb CFP

In this episode of the podcast, the host welcomes Ari Taublieb CFP, the host of the Early Retirement Podcast, to discuss the ins and outs of early retirement. Ari shares his journey from a would-be professional soccer player to a certified financial planner disenchanted with traditional financial strategies aimed at the ultra-wealthy. He critiques the FIRE (Financial Independence, Retire Early) movement, advocating instead for Financial Independence and Recreational Employment. Ari emphasizes the importance of planning for personalized financial goals rather than adhering to broad and often misleading retirement formulas. The discussion covers a wide range of topics including the utility of brokerage accounts, the impact of taxes on retirement planning, and the 4% rule. Ari offers practical advice on achieving financial independence without sacrificing quality of life, while also offering resources like his Early Retirement Academy to help listeners design their own early retirement plans.  

 

00:00 Welcome and Introduction to the Guest

00:39 Ari's Perspective on Early Retiremen

t 02:37 Ari's Journey to Early Retirement Advocacy

04:51 Advice for Nurses Considering Early Retirement

06:09 The Power of Investing for Early Retirement

09:40 Planning for Big Expenses in Retirement

12:46 Critique of the 4% Rule and Alternative Strategies

15:04 Navigating Market Fluctuations in Retirement

15:34 The 4% Rule and Financial Flexibility

16:32 When to Seek Financial Advice

17:45 The Importance of Self-Education in Finance

18:41 Investment Accounts for Early Retirement

20:33 Tax Strategies for Early Retirement

23:05 Planning for Early Retirement

25:16 Redefining Retirement and Personal Goals

27:58 Resources and Recommendations  

 

To connect with Ari: @earlyretirementari

If you want to learn about FI/RE movement, Register Here to access the FI/RE for Nurses Workshop Replays + bonuses

 

Scrubs and Stocks Podcast is a podcast hosted by Ellaine Maala, RN, NP who is a finance educator, nurse, and owner of NursingFlowsheet LLC, which is a finance and career blog for nurses. This podcast is created to help nurses build wealth through investing in the stock market, real estate or in their own businesses.

Nurses deserve options whether they want to retire early or work until retirement.

If you want to connect with Ellaine, follow her on:

Instagram: @nursewhoinvests

TikTok: @nursewhoinvests

Blog: nursingflowsheet.com , nursewhoinvests.com

Download my free checklist on what you need to do before investing: PREREQ CHECKLIST

 

“Stay Hydrated and Stay Invested!” - your rich nurse bestie

SHOW DISCLAIMER: This show may contain affiliate links or links from advertisers where we earn a commission, direct payment or products. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. The views and opinions expressed by guests on this platform are their own and do not reflect the views or opinions of the institutions with which they are affiliated. Any information provided by guests is intended for informational and discussion purposes only. It is important to note that individual perspectives may vary.  The hosts and the platform do not endorse or validate the opinions expressed by guests regarding their respective institutions. Listeners are encouraged to independently verify any information provided and to form their own opinions based on a comprehensive consideration of various perspectives. Opinions are our own.