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5 Most Common Retirement Missteps - Avoid These And Retire Today
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Feeling behind on retirement is usually a mindset problem, not a math problem. This episode tackles the mental traps that stop people from retiring with confidence, even when they are far more prepared than they realize. Comparing yourself to coworkers, neighbors, or headlines creates noise. Real planning cuts through it.

The discussion centers on five common retirement mistakes that quietly cost people time, freedom, and peace of mind. Claiming Social Security too early. Underestimating healthcare costs. Overpaying taxes due to poor coordination. Lacking a clear spending plan. And ignoring inflation by staying overly conservative for too long.

Each example shows how small, well-timed adjustments can dramatically change outcomes. Delaying Social Security can add hundreds of thousands in lifetime value. Using a taxable brokerage account can reduce early-retirement tax pressure and help bridge the gap to Medicare. Coordinating tax strategy across decades matters more than saving a few dollars in any single year. Spending intentionally in your healthiest years often improves both life satisfaction and financial results.

Let this video be a reminder that retirement planning is not about perfection. It is about alignment. When your spending, taxes, investments, and timing work together, confidence replaces second-guessing and retirement becomes something you move toward, not something you fear.

Interested in a custom strategy to retire early?
→ https://www.rootfinancial.com/start-here/

Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy

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Time Stamp

0:00 - You Are Not Behind for Retirement
0:39 - Melody's Interview
1:52 - Claiming Social Security Early
3:16 - Importance Of A Superhero Account
5:05 - Paying Too Much Taxes
6:22 - Having A Spending Plan
7:10 - How Does Inflation Affect Your Plan
8:30 - Final Thoughts & Disclaimer

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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 Chief Growth Officer of Root Financial Partners and host of the Early Retirement Podcast.

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Tags
early retirement, financial planning, ari taublieb
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