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The episode discusses the concept of "sequence of return risk," which refers to the risk that an individual retires or plans to retire early but has to return to work because of poor market performance, potentially forcing them to return to work.

With the case study, we will emphasize the importance of protecting against this risk by having a sustainable withdrawal strategy, being dynamic in financial planning, and diversifying investments.

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Timestamp
00:00 Intro
01:00 Review Of The Week
03:10 Risks People Run in Retirement
04:28 A Quick Story About a Client
06:07 Things to Be Aware of for Financial Planning and Sequence of Return Risk
08:00 What Is 4% Rule Logic
10:13 Taking Decisions During Market Downturns
11:38 Sequence of Return Risk and Its Implications
15:44 Strategy 1
16:29 Strategy 2
19:20 Strategy 3
20:38 Conclusion/Summary

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eBook: The Complete Guide To An Early Retirement (FREE)→
https://rootfinancialpartners.com/ear...

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Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cas...

PODCAST - https://earlyretirementpodcast.com/
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "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 I 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 are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.